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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 %
Bank of America
1
Bank of America
North Carolina
$1.03B +$704M +6,997,511 +216%
Morgan Stanley
2
Morgan Stanley
New York
$633M +$107M +1,062,632 +20%
LPL Financial
3
LPL Financial
California
$598M +$172M +1,707,474 +40%
Ameriprise
4
Ameriprise
Minnesota
$556M +$474M +5,529,184 +578%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$333M +$324M +3,227,812 +3,870%
Raymond James Financial
6
Raymond James Financial
Florida
$295M +$79.5M +789,737 +37%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$219M +$56.1M +557,273 +35%
EIC
8
Equity Investment Corp
Georgia
$207M +$107M +1,060,490 +106%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$207M +$117M +1,162,818 +130%
CIM
10
Confluence Investment Management
Missouri
$196M +$52.5M +521,411 +37%
Osaic Holdings
11
Osaic Holdings
Arizona
$181M +$60M +595,822 +49%
UBS Group
12
UBS Group
Switzerland
$170M +$67.1M +666,950 +65%
NP
13
NorthRock Partners
Minnesota
$170M -$317K -3,144 -0.2%
PCIG
14
Partners Capital Investment Group
Massachusetts
$155M -$21.7M -215,245 -12%
MCM
15
MAI Capital Management
Ohio
$150M +$7.15M +71,023 +5%
GAG
16
GM Advisory Group
New York
$149M +$14.8M +146,540 +11%
AC
17
AWM Capital
Arizona
$146M +$31.4M +311,596 +27%
WFMPM
18
Woodley Farra Manion Portfolio Management
Indiana
$145M -$16.8M -167,136 -10%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$144M +$18.2M +180,927 +14%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$138M +$34.8M +345,484 +34%
ACM
21
AlphaStar Capital Management
North Carolina
$138M +$88M +1,203,917 +177%
CAM
22
Cresset Asset Management
Illinois
$137M +$46.5M +461,590 +51%
KWM
23
Kingsview Wealth Management
Oregon
$129M +$110M +1,091,557 +568%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$124M +$11.5M +114,485 +10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$119M +$20.4M +202,709 +21%
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