We are live on ! Find out more
SGOV icon

iShares 0-3 Month Treasury Bond ETF

922 hedge funds and large institutions have $15.9B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 395 increasing their positions, 333 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 65

19% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 333

11% more capital invested

Capital invested by funds: $14.3B → $15.9B (+$1.58B)

7% more funds holding

Funds holding: 862922 (+60)

2% more funds holding in top 10

Funds holding in top 10: 147150 (+3)

2.64% less ownership

Funds ownership: 36.81%34.17% (-2.6%)

Holders
922
Holders Change
+60
Holders Change %
+6.96%
% of All Funds
12.14%
Holding in Top 10
150
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.04%
% of All Funds
1.97%
New
137
Increased
395
Reduced
333
Closed
65
Calls
$383K
Puts
Net Calls
+$383K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
226
Capital Investment Advisors
Georgia
$10M +$9.99M +99,359 New
CIAS
227
CFS Investment Advisory Services
New Jersey
$9.87M +$298K +2,960 +3%
CCFM
228
Clear Creek Financial Management
Washington
$9.86M +$285K +2,838 +3%
BOC
229
Bull Oak Capital
California
$9.82M +$9.81M +97,555 New
SCP
230
Sandhill Capital Partners
New York
$9.78M +$9.76M +97,081 New
GWM
231
Geneos Wealth Management
Colorado
$9.75M -$6.37M -63,342 -40%
CW
232
Code Waechter
Florida
$9.72M +$9.71M +96,559 New
FFA
233
First Foundation Advisors
California
$9.62M -$262K -2,605 -3%
PIN
234
Prudent Investors Network
California
$9.49M -$1.06M -10,592 -10%
CAWM
235
Capital Advisors Wealth Management
Washington
$9.41M +$4.3M +42,810 +85%
SPW
236
Sonoma Private Wealth
California
$9.38M +$4.11M +40,892 +78%
MWA
237
Motive Wealth Advisors
Michigan
$9.24M -$704K -7,007 -7%
NA
238
NewEdge Advisors
Louisiana
$9.14M +$699K +6,954 +8%
WIA
239
Wealthedge Investment Advisors
New York
$9.08M +$6.97M +69,296 +332%
EB
240
Emprise Bank
Kansas
$9.03M -$2.12M -21,131 -19%
PA
241
PFG Advisors
Arizona
$8.98M +$7.06M +70,226 +370%
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$8.96M +$424K +4,218 +5%
WG
243
Watchman Group
Texas
$8.95M +$2.95M +29,333 +49%
MIM
244
Montgomery Investment Management
Maryland
$8.81M +$4.17M +41,480 +90%
FF
245
Farrow Financial
Vermont
$8.72M +$925K +9,200 +12%
SW
246
SVB Wealth
Massachusetts
$8.71M -$9.31M -92,574 -52%
RIG
247
Ramiah Investment Group
Wisconsin
$8.71M +$8.69M +86,481 New
CA
248
Clearstead Advisors
Ohio
$8.51M -$1.73M -17,200 -17%
SWP
249
Stratos Wealth Partners
Ohio
$8.48M +$319K +3,170 +4%
JE
250
JMAC Enterprises
Pennsylvania
$8.43M +$3.42M +34,043 +68%

SGOV Hedge Fund Activity: Q2 2025 in Review

922 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q2 2025, worth a combined $15.9B — up 11% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SGOV positions and 65 closed out — a net gain of 72 holders — while 395 added to existing stakes and 333 trimmed.

The largest buyer was Cornerstone Advisors Asset Management, adding an estimated $1.02B. The largest seller was Ameriprise, cutting an estimated $177M.

  • 922 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q2 2025, up from 862 in Q1 2025.
  • Funds reported $15.9B of iShares 0-3 Month Treasury Bond ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 137 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q2 2025 and 65 closed out, a net change of +72 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q2 2025 was Cornerstone Advisors Asset Management, an estimated $1.02B added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q2 2025 was Ameriprise, an estimated $177M sold.

Based on aggregated 13F filings for Q2 2025.