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iShares 0-3 Month Treasury Bond ETF
SGOV

991 hedge funds and large institutions have $16.8B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 427 increasing their positions, 338 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,022% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $987K

123% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 70

26% more repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 338

7% more funds holding

Funds holding: 922 → 991 (+69)

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$890M)

3% more funds holding in top 10

Funds holding in top 10: 150 → 155 (+5)

4.96% less ownership

Funds ownership: 34.17% → 29.22% (-5%)

Holders
991
Holders Change
+69
Holders Change %
+7.48%
% of All Funds
13.01%
Holding in Top 10
155
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.33%
% of All Funds
2.03%
New
156
Increased
427
Reduced
338
Closed
70
Calls
$11.1M
Puts
$987K
Net Calls
+$10.1M
Net Calls Change
+$9.71M

Top Buyers

1
PFM
Potomac Fund Management
Florida
+$336M
2
AWA
Aaron Wealth Advisors
Illinois
+$166M
3
GAG
GM Advisory Group
New York
+$137M
4
SAM
Synergy Asset Management
Washington
+$127M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$100M

Top Sellers

1
CAAM
Cornerstone Advisors Asset Management
Pennsylvania
-$1.02B
2
Ameriprise
Ameriprise
Minnesota
-$281M
3
CIA
Choate Investment Advisors
Massachusetts
-$171M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$113M
5
JP Morgan Chase
JP Morgan Chase
New York
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
226
Stonekeep Investments
New Mexico
$10.8M -$1.95M -19,434 -15%
SWP
227
Stratos Wealth Partners
Ohio
$10.8M +$2.29M +22,750 +27%
KPWS
228
Kestra Private Wealth Services
Texas
$10.7M -$9.42M -93,654 -47%
RSWM
229
Robertson Stephens Wealth Management
California
$10.7M -$4.94M -49,174 -32%
LRIA
230
Leonard Rickey Investment Advisors
Washington
$10.7M +$2.83M +28,190 +36%
MFG
231
Mendota Financial Group
Wisconsin
$10.6M +$10.6M +104,925 New
OIA
232
OneDigital Investment Advisors
Kansas
$10.6M +$3.16M +31,425 +43%
HFA
233
Highland Financial Advisors
New Jersey
$10.4M +$166K +1,649 +2%
FPAS
234
Focus Partners Advisor Solutions
Missouri
$10.3M +$8.75M +87,031 +559%
GWM
235
Geneos Wealth Management
Colorado
$10.3M +$553K +5,501 +6%
N
236
Natixis
France
$10M – – –
CRWM
237
Castle Rock Wealth Management
California
$10M -$1.83M -18,226 -15%
DWS
238
Dynamic Wealth Strategies
California
$9.92M -$4.48M -44,517 -31%
BEAM
239
Baker Ellis Asset Management
Washington
$9.87M -$584K -5,810 -6%
AC
240
Anson Capital
Georgia
$9.76M -$251K -2,498 -3%
AACR
241
ACR Alpine Capital Research
Missouri
$9.67M +$9.65M +96,000 New
AHC
242
Anderson Hoagland & Co
Missouri
$9.65M +$2.15M +21,424 +29%
US Bancorp
243
US Bancorp
Minnesota
$9.48M +$2.83M +28,139 +43%
CF
244
Centaurus Financial
California
$9.41M +$1.02M +10,158 +12%
PIN
245
Prudent Investors Network
California
$9.36M -$132K -1,310 -1%
WA
246
Westfuller Advisors
New York
$9.29M -$15.6M -154,696 -63%
BCI
247
Brinker Capital Investments
Pennsylvania
$9.18M +$858K +8,535 +10%
MC
248
Marest Capital
California
$9.09M +$9.08M +90,301 New
Betterment LLC
249
Betterment LLC
New York
$9.09M +$6M +59,623 +194%
CAWM
250
Capital Advisors Wealth Management
Washington
$9.06M -$346K -3,444 -4%
8 9
10
11 12

SGOV Hedge Fund Activity: Q3 2025 in Review

991 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q3 2025, worth a combined $16.8B — up 5.6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new SGOV positions and 70 closed out — a net gain of 86 holders — while 427 added to existing stakes and 338 trimmed.

The largest buyer was Potomac Fund Management, adding an estimated $336M. The largest seller was Cornerstone Advisors Asset Management, cutting an estimated $1.02B.

  • 991 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q3 2025, up from 922 in Q2 2025.
  • Funds reported $16.8B of iShares 0-3 Month Treasury Bond ETF stock for Q3 2025, up 5.6% quarter-over-quarter.
  • 156 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q3 2025 and 70 closed out, a net change of +86 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q3 2025 was Potomac Fund Management, an estimated $336M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q3 2025 was Cornerstone Advisors Asset Management, an estimated $1.02B sold.

Based on aggregated 13F filings for Q3 2025.