SGOV icon

iShares 0-3 Month Treasury Bond ETF

851 hedge funds and large institutions have $14.2B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 381 increasing their positions, 242 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more funds holding in top 10

Funds holding in top 10: 131145 (+14)

1.21% more ownership

Funds ownership: 35.35%36.56% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
851
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
101
Aveo Capital Partners
Colorado
$31.3M
ST
102
Smithfield Trust
Pennsylvania
$31.3M
OCM
103
Orion Capital Management
California
$31M
FWM
104
Focused Wealth Management
New York
$30.8M
Corient Private Wealth
105
Corient Private Wealth
Florida
$30.4M
AIP
106
Almanack Investment Partners
Pennsylvania
$30.4M
SPIA
107
Steward Partners Investment Advisory
New York
$29.9M
PC
108
Pecaut & Co
Iowa
$28.9M
OCG
109
Opus Capital Group
Ohio
$28.9M
TPW
110
Talon Private Wealth
Florida
$28.5M
PAG
111
Private Advisor Group
New Jersey
$27.6M
Wealthfront Advisers
112
Wealthfront Advisers
California
$27.4M
GCM
113
Gibraltar Capital Management
Oklahoma
$26.1M
T. Rowe Price Investment Management
114
T. Rowe Price Investment Management
Maryland
$25.9M
MKA
115
M. Kulyk & Associates
Georgia
$25.3M
OL
116
Owen LaRue
Kentucky
$25.3M
MOS
117
MGO One Seven
Ohio
$24.6M
WAM
118
Worth Asset Management
Texas
$24.5M
PWM
119
Perigon Wealth Management
California
$24.1M
KAS
120
Kestra Advisory Services
Texas
$24M
AF
121
Allworth Financial
California
$23.8M
WS
122
Wedbush Securities
California
$23.4M
3AM
123
3EDGE Asset Management
Florida
$23.3M
SC
124
SouthState Corp
Florida
$23.2M
TIA
125
Traphagen Investment Advisors
New Jersey
$23M