SGOV icon

iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

903 hedge funds and large institutions have $15.2B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 388 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+52
Holders Change %
+6.11%
% of All Funds
12.11%
Holding in Top 10
145
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.94%
New
130
Increased
388
Reduced
329
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
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$158M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$26.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
EIC
5
Equity Investment Corp
Georgia
$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Stratos Wealth Advisors
Ohio
$23.5M -$22.8M -226,737 -49%
OL
127
Owen LaRue
Kentucky
$23.4M -$1.87M -18,590 -7%
MKA
128
M. Kulyk & Associates
Georgia
$23.3M -$2.09M -20,715 -8%
LAM
129
L2 Asset Management
Massachusetts
$22.7M +$2.26M +22,459 +11%
SC
130
SouthState Corp
Florida
$22.6M -$572K -5,676 -2%
KCPT
131
Kingstone Capital Partners Texas
Texas
$22.5M +$18.9M +187,836 +532%
OPCM
132
Osborne Partners Capital Management
California
$22.2M +$22.2M +220,261 New
IA
133
IFS Advisors
Kansas
$21.5M +$905K +8,991 +4%
APWA
134
Atlas Private Wealth Advisors
New Jersey
$21.2M -$27.8K -276 -0.1%
IPW
135
Impact Partnership Wealth
Georgia
$20.8M -$1.05M -10,427 -5%
ECM
136
Evergreen Capital Management
Washington
$20.8M +$5.71M +56,667 +38%
BSB
137
Bangor Savings Bank
Maine
$20.7M +$634K +6,301 +3%
KPWS
138
Kestra Private Wealth Services
Texas
$20.2M +$924K +9,178 +5%
WAM
139
Worth Asset Management
Texas
$20M -$4.53M -44,948 -18%
RAS
140
RPS Advisory Solutions
Kentucky
$19.6M -$27.7M -275,346 -59%
FOA
141
Five Oceans Advisors
California
$19.2M +$159K +1,584 +0.8%
MM
142
Main Management
California
$19M +$4.55M +45,207 +32%
MSWM
143
Mader & Shannon Wealth Management
Missouri
$18.9M +$145K +1,442 +0.8%
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$18.9M +$18.5M +183,962 +4,814%
IA
145
Integrity Alliance
Iowa
$18.6M -$32.6M -324,196 -64%
MOS
146
MGO One Seven
Ohio
$18.6M -$6.09M -60,484 -25%
KFGG
147
Keystone Financial Group (Georgia)
Georgia
$18.2M -$800K -7,949 -4%
Brown Advisory
148
Brown Advisory
Maryland
$18M +$14.8M +147,051 +463%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$17.9M -$105K -1,045 -0.6%
SI
150
Stephens Inc
Arkansas
$17.8M +$955K +9,487 +6%
4 5
6
7 8