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iShares 0-3 Month Treasury Bond ETF
SGOV

Overview Fund Activity

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, 380 increasing their positions, 243 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
851
Holders Change
+90
Holders Change %
+11.83%
% of All Funds
11.56%
Holding in Top 10
145
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+10.69%
% of All Funds
1.97%
New
167
Increased
380
Reduced
243
Closed
62
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$704M
2
Ameriprise
Ameriprise
Minnesota
+$474M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$324M
4
LPL Financial
LPL Financial
California
+$172M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$117M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$105M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$53.3M
3
MSCM
McElhenny Sheffield Capital Management
Texas
-$40.2M
4
SAM
Synergy Asset Management
Washington
-$34M
5
RAG
RIA Advisory Group
Iowa
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
126
Meeder Advisory Services
Ohio
$23M +$4.35M +43,239 +23%
MFIM
127
Mesirow Financial Investment Management
Illinois
$22.3M +$15.8M +156,492 +241%
SC
128
Scotia Capital
Ontario, Canada
$22M +$6.27M +62,324 +40%
LWANC
129
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.9M +$1.06M +10,510 +5%
IPW
130
Impact Partnership Wealth
Georgia
$21.9M +$7.53M +74,785 +52%
KBFS
131
Kohmann Bosshard Financial Services
Ohio
$21.8M +$156K +1,554 +0.7%
AFG
132
Altiora Financial Group
Ohio
$21.7M +$7.24M +71,883 +50%
APWA
133
Atlas Private Wealth Advisors
New Jersey
$21.2M +$21.2M +211,014 New
IA
134
IFS Advisors
Kansas
$20.6M +$858K +8,527 +4%
LAM
135
L2 Asset Management
Massachusetts
$20.4M -$7.64M -75,857 -27%
AAG
136
Armstrong Advisory Group
Massachusetts
$20.4M – – –
BSB
137
Bangor Savings Bank
Maine
$20.1M +$2.26M +22,468 +13%
KPWS
138
Kestra Private Wealth Services
Texas
$19.2M +$2.67M +26,553 +16%
KFGG
139
Keystone Financial Group (Georgia)
Georgia
$19M +$5.36M +53,352 +39%
FOA
140
Five Oceans Advisors
California
$19M +$197K +1,956 +1%
MSWM
141
Mader & Shannon Wealth Management
Missouri
$18.8M -$2.17M -21,525 -10%
CE
142
Cornerstone Enterprises
Wisconsin
$18.7M +$530K +5,260 +3%
FFG
143
Fiduciary Financial Group
California
$18.2M -$2.74M -27,294 -13%
SW
144
SVB Wealth
Massachusetts
$18M -$1.62M -16,107 -8%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$18M +$42.7K +424 +0.2%
MIC
146
Maxi Investments CY
Cyprus
$17.9M -$31.4M -311,476 -64%
Truist Financial
147
Truist Financial
North Carolina
$17.7M +$1.01M +10,065 +6%
WA
148
Westfuller Advisors
New York
$17.6M +$2.11M +20,995 +14%
MWM
149
Maridea Wealth Management
New York
$17M -$299K -2,974 -2%
SI
150
Stephens Inc
Arkansas
$16.9M -$5.13M -50,984 -23%
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