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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

900 hedge funds and large institutions have $15.1B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 387 increasing their positions, 328 reducing their positions, and 64 closing their positions.

Holders
900
Holders Change
+49
Holders Change %
+5.76%
% of All Funds
12.09%
Holding in Top 10
145
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.95%
New
129
Increased
387
Reduced
328
Closed
64
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
+$388K

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$227M
2
Morgan Stanley
2
Morgan Stanley
New York
$845M
3
Cerity Partners
3
Cerity Partners
New York
$249M
4
LPL Financial
4
LPL Financial
California
$725M
5
CI
5
CX Institutional
Indiana
$156M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$480M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
EIC
4
Equity Investment Corp
Georgia
$92.3M
5
KWM
5
Kingsview Wealth Management
Oregon
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$28.3M 280,796 +42,177 +18%
OCG
102
Opus Capital Group
Ohio
$28.3M 280,604 -6,591 -2%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$28.2M 280,526 -60,829 -18%
PWM
104
Perigon Wealth Management
California
$28.2M 279,996 +40,452 +17%
PC
105
Pecaut & Co
Iowa
$28M 277,904 -9,462 -3%
SC
106
Scotia Capital
Ontario, Canada
$27.8M 275,629 +57,492 +26%
WS
107
Wedbush Securities
California
$27.6M 273,695 +41,094 +18%
VIA
108
Vickerman Investment Advisors
Washington
$26.7M 264,750 -68,026 -20%
AIP
109
Almanack Investment Partners
Pennsylvania
$26.6M 263,858 -37,840 -13%
ASN
110
Advisory Services Network
Georgia
$26.5M 263,078 +159,883 +155%
PCIG
111
Partners Capital Investment Group
Massachusetts
$26.4M 262,451 -1,273,667 -83%
FFG
112
Fiduciary Financial Group
California
$26.2M 260,709 +79,100 +44%
Nomura Asset Management
113
Nomura Asset Management
Japan
$26.1M 259,700 -875,500 -77%
TPW
114
Talon Private Wealth
Florida
$26M 258,059 -25,286 -9%
SLF
115
Sun Life Financial
Ontario, Canada
$25.8M 256,050 +256,050 New
FWM
116
Focused Wealth Management
New York
$25.7M 255,164 -50,763 -17%
RCM
117
RMR Capital Management
California
$25.5M 252,770 +104,175 +70%
TF
118
Trek Financial
Arizona
$24.9M 247,000 -793,253 -76%
WA
119
Westfuller Advisors
New York
$24.9M 246,952 +72,194 +41%
SAM
120
Stansberry Asset Management
Texas
$24.5M 243,730 -77,687 -24%
TIA
121
Traphagen Investment Advisors
New Jersey
$24.3M 241,423 +12,543 +5%
MAS
122
Meeder Advisory Services
Ohio
$24M 238,041 +9,865 +4%
AF
123
Allworth Financial
California
$23.8M 236,059 -208 -0.1%
KBFS
124
Kohmann Bosshard Financial Services
Ohio
$23.6M 233,941 +17,153 +8%
SWA
125
Stratos Wealth Advisors
Ohio
$23.5M 233,829 -226,737 -49%
3 4
5
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