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
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 %
SSWM
201
Strait & Sound Wealth Management
California
$11.7M -$133K -1,325 -1%
VA
202
VestGen Advisors
Illinois
$11.6M +$4.81M +47,730 +71%
HCA
203
Heck Capital Advisors
Wisconsin
$11.5M +$2.22M +22,085 +24%
AFG
204
Albion Financial Group
Utah
$11.4M +$11.4M +113,154 New
BAM
205
Berkshire Asset Management
Pennsylvania
$11.3M -$25.2K -250 -0.2%
Jane Street
206
Jane Street
New York
$11.3M +$11.3M +112,158 New
P
207
&Partners
Tennessee
$11.3M +$6.41M +63,867 +132%
HH
208
Hilltop Holdings
Texas
$11M +$788K +7,826 +8%
CWG
209
Crown Wealth Group
North Carolina
$10.9M +$4.52M +44,860 +71%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$10.5M -$1.94M -19,301 -16%
VWM
211
Vivid Wealth Management
Iowa
$10.5M -$5.04K -50 -0%
BEAM
212
Baker Ellis Asset Management
Washington
$10.5M +$450K +4,470 +5%
FAP
213
Financial Advisory Partners
Florida
$10.4M -$3.12M -30,997 -23%
SPAS
214
Spectrum Planning & Advisory Services
California
$10.4M +$10.4M +103,670 New
HFA
215
Highland Financial Advisors
New Jersey
$10.2M -$48.4K -481 -0.5%
CC
216
Courier Capital
New York
$10.1M +$1.89M +18,758 +23%
HF
217
HRT Financial
New York
$10.1M +$4.2M +41,672 +71%
N
218
Natixis
France
$10M +$10M +99,500 New
CTC
219
Central Trust Company
Missouri
$10M +$750K +7,451 +8%
AC
220
Anson Capital
Georgia
$10M -$37.4K -371 -0.4%
CIA
221
Capital Investment Advisors
Georgia
$10M +$10M +99,359 New
CIAS
222
CFS Investment Advisory Services
New Jersey
$9.87M +$298K +2,960 +3%
CCFM
223
Clear Creek Financial Management
Washington
$9.86M +$286K +2,838 +3%
BOC
224
Bull Oak Capital
California
$9.82M +$9.82M +97,555 New
SCP
225
Sandhill Capital Partners
New York
$9.78M +$9.78M +97,081 New
7 8
9
10 11