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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
WSWA
276
Warren Street Wealth Advisors
California
$7.08M -$736K -7,319 -9%
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
$7.05M +$2.58M +25,714 +58%
CC
278
Cypress Capital
Tennessee
$7.03M -$767K -7,634 -10%
SFSG
279
Sound Financial Strategies Group
Mississippi
$7M +$549K +5,460 +9%
DWM
280
Diversify Wealth Management
Utah
$6.98M +$2.47M +24,564 +55%
HIP
281
HUB Investment Partners
Texas
$6.89M +$2.55M +25,361 +59%
VFPW
282
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.89M +$2.67M +26,605 +64%
IWC
283
Integrated Wealth Concepts
Massachusetts
$6.86M -$771K -7,665 -10%
SQA
284
Simon Quick Advisors
New Jersey
$6.76M +$1.28M +12,732 +23%
WC
285
Westerkirk Capital
$6.75M +$6.74M +67,000 New
SPC
286
Sigma Planning Corp
Michigan
$6.72M +$455K +4,530 +7%
PFA
287
Professional Financial Advisors
Nebraska
$6.71M +$232K +2,310 +4%
US Bancorp
288
US Bancorp
Minnesota
$6.64M +$86.4K +859 +1%
JCM
289
J2 Capital Management
Michigan
$6.62M -$4.81M -47,853 -42%
Comerica Bank
290
Comerica Bank
Texas
$6.59M +$1.2M +11,911 +22%
WSFS
291
Wilmington Savings Fund Society
Delaware
$6.53M +$4.08M +40,542 +167%
SIM
292
Studio Investment Management
Illinois
$6.5M -$652K -6,486 -9%
NOCM
293
Night Owl Capital Management
Connecticut
$6.47M +$2.9M +28,830 +81%
HIM
294
Hanlon Investment Management
New Jersey
$6.42M -$507K -5,047 -7%
PAYA
295
Phil A. Younker & Associates
Alaska
$6.4M +$1.43M +14,239 +29%
APW
296
Atlantic Private Wealth
North Carolina
$6.39M +$6.38M +63,440 New
NPF
297
Norris Perne & French
Michigan
$6.35M +$2.26M +22,437 +55%
CRC
298
Curi RMB Capital
Illinois
$6.34M -$858K -8,533 -12%
AA
299
Alesco Advisors
New York
$6.27M +$1.25M +12,480 +25%
AAS
300
Ameritas Advisory Services
Nebraska
$6.24M -$1.59M -15,840 -20%

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.