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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 %
SAF
176
Smith Anglin Financial
Texas
$14.7M -$111K -1,100 -0.7%
T
177
Transce3nd
Texas
$14.7M -$685K -6,807 -4%
KPPF
178
Klein Pavlis & Peasley Financial
California
$14.6M +$7.8M +77,425 +115%
DRS
179
Deane Retirement Strategies
Louisiana
$14.5M +$9.83M +97,629 +212%
TPWM
180
Twelve Points Wealth Management
Massachusetts
$14.5M -$865K -8,590 -6%
TCM
181
TT Capital Management
California
$14.4M -$1.82M -18,028 -11%
DWS
182
Dynamic Wealth Strategies
California
$14.4M +$12.6M +125,332 +709%
BCM
183
Blume Capital Management
California
$14.2M +$2.45M +24,351 +21%
MNA
184
Manning & Napier Advisors
New York
$14.1M +$13.9M +138,244 +6,377%
CIA
185
Concurrent Investment Advisors
Florida
$14.1M +$3.02M +30,014 +27%
FF
186
Farnam Financial
Arizona
$14M -$377K -3,740 -3%
SBH
187
Segall Bryant & Hamill
Illinois
$13.9M +$5.43M +53,973 +64%
DWMS
188
Dominguez Wealth Management Solutions
Virginia
$13.7M +$401K +3,984 +3%
CAMG
189
CWA Asset Management Group
Florida
$13.5M +$2.09M +20,720 +18%
IAIM
190
International Assets Investment Management
Florida
$13.2M -$636K -6,317 -5%
LIM
191
Leavell Investment Management
Alabama
$13.2M +$2.31M +22,896 +21%
NA
192
Nottingham Advisors
New York
$13.1M +$6.92M +68,706 +111%
SI
193
Stonekeep Investments
New Mexico
$12.8M -$935K -9,286 -7%
PCIA
194
Prime Capital Investment Advisors
Kansas
$12.6M +$12.1M +119,998 +2,332%
AIM
195
Archer Investment Management
Texas
$12.5M +$12.5M +124,602 New
SC
196
Slow Capital
California
$12.2M -$26.9M -267,596 -69%
SC
197
Savant Capital
Illinois
$12M +$5.15M +51,155 +75%
VA
198
Valmark Advisers
Ohio
$12M +$772K +7,665 +7%
RZH
199
Relyea Zuckerberg Hanson
Connecticut
$11.9M +$1.87M +18,537 +19%
CRWM
200
Castle Rock Wealth Management
California
$11.9M +$3.06M +30,442 +35%
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