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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$480M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$158M
3
PCIG
Partners Capital Investment Group
Massachusetts
$26.4M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
EIC
Equity Investment Corp
Georgia
$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
151
Stableford Capital II
Arizona
$17.6M +$15.9M +157,851 +915%
KWM
152
Kingsview Wealth Management
Oregon
$17.5M -$112M -1,109,921 -86%
RWI
153
Red Wave Investments
Pennsylvania
$17.5M +$846K +8,401 +5%
Lido Advisors
154
Lido Advisors
California
$17.4M +$3.34M +33,211 +24%
GCM
155
Gibraltar Capital Management
Oklahoma
$17.3M -$8.76M -86,962 -34%
FPW
156
Flagship Private Wealth
Massachusetts
$17.2M +$6.31M +62,685 +58%
PAG
157
Private Advisory Group
Washington
$17.1M +$12.3M +122,447 +259%
OFW
158
Omnia Family Wealth
Florida
$16.9M +$1.57M +15,610 +10%
LAS
159
Legacy Advisory Services
Pennsylvania
$16.9M +$11.1M +110,500 +194%
SFS
160
Sowell Financial Services
Arkansas
$16.8M +$1.22M +12,153 +8%
WMA
161
West Michigan Advisors
Michigan
$16.7M +$11.2M +110,767 +201%
CE
162
Cornerstone Enterprises
Wisconsin
$16.7M -$2.02M -20,049 -11%
SWA
163
SFMG Wealth Advisors
Texas
$16.6M +$306K +3,043 +2%
CAAM
164
Cornerstone Advisors Asset Management
Pennsylvania
$16.4M +$16.2M +10,119,433 +6,700%
JAG
165
Journey Advisory Group
Kentucky
$15.9M +$2.26M +22,406 +17%
RSWM
166
Robertson Stephens Wealth Management
California
$15.6M +$1.15M +11,459 +8%
AAS
167
Avantax Advisory Services
Texas
$15.6M +$912K +9,059 +6%
AP
168
Advisors Preferred
Maryland
$15.6M +$524K +5,220 +3%
SIAM
169
Sterling Investment Advisors (Missouri)
Missouri
$15.5M +$304K +3,019 +2%
MWM
170
Maridea Wealth Management
New York
$15M -$1.98M -19,687 -12%
CGA
171
Crescent Grove Advisors
Illinois
$15M +$2.5M +24,795 +20%
WIC
172
Woodmont Investment Counsel
Tennessee
$14.9M +$2.88M +28,596 +24%
KSWA
173
Kathleen S. Wright Associates
Pennsylvania
$14.9M +$668K +6,636 +5%
IC
174
IEQ Capital
California
$14.9M +$8.76M +86,957 +144%
T2I
175
Turim 21 Investimentos
Brazil
$14.8M +$14.8M +147,337 New
5 6
7
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