SGOV icon

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 %
PIN
201
Prudent Investors Network
California
$10.6M -$8.11M -80,603 -43%
VWM
202
Vivid Wealth Management
Iowa
$10.5M +$477K +4,734 +5%
ASN
203
Advisory Services Network
Georgia
$10.4M +$4.36M +43,266 +72%
HFA
204
Highland Financial Advisors
New Jersey
$10.3M +$252K +2,508 +3%
CA
205
Clearstead Advisors
Ohio
$10.2M -$846K -8,403 -8%
HH
206
Hilltop Holdings
Texas
$10.2M +$2.95M +29,289 +41%
CF
207
Centaurus Financial
California
$10.1M -$1.16M -11,562 -10%
RZH
208
Relyea Zuckerberg Hanson
Connecticut
$10.1M +$1.9M +18,918 +23%
AC
209
Anson Capital
Georgia
$10M -$432K -4,293 -4%
BEAM
210
Baker Ellis Asset Management
Washington
$10M +$1.13M +11,200 +13%
MWA
211
Motive Wealth Advisors
Michigan
$9.94M +$2.79M +27,708 +39%
PCP
212
Panoramic Capital Partners
Oregon
$9.94M -$3.3M -32,831 -25%
FFA
213
First Foundation Advisors
California
$9.88M +$6.46M +64,130 +189%
CCFM
214
Clear Creek Financial Management
Washington
$9.57M +$1.87M +18,534 +24%
CIAS
215
CFS Investment Advisory Services
New Jersey
$9.57M -$120K -1,195 -1%
RCS
216
Retirement Capital Strategies
California
$9.52M -$2.56M -25,393 -21%
TC
217
TownSquare Capital
Utah
$9.41M +$3.11M +30,894 +49%
AWM
218
AE Wealth Management
Kansas
$9.32M -$1.36M -13,558 -13%
HCA
219
Heck Capital Advisors
Wisconsin
$9.3M -$876K -8,703 -9%
CTC
220
Central Trust Company
Missouri
$9.27M +$280K +2,781 +3%
OAM
221
Oppenheimer Asset Management
New York
$9.14M -$741K -7,360 -8%
SC
222
Sepio Capital
Utah
$9.03M +$2.54M +25,198 +39%
AHC
223
Anderson Hoagland & Co
Missouri
$8.95M +$4.57M +45,542 +105%
CRWM
224
Castle Rock Wealth Management
California
$8.79M -$349K -3,474 -4%
MWM
225
Mascoma Wealth Management
New Hampshire
$8.55M -$673K -6,688 -7%
7 8
9
10 11