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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
PCIA
276
Prime Capital Investment Advisors
Kansas
$7.94M -$4.66M -46,303 -37%
WSWA
277
Warren Street Wealth Advisors
California
$7.91M +$825K +8,209 +12%
FFA
278
First Foundation Advisors
California
$7.9M -$1.72M -17,085 -18%
MWA
279
Motive Wealth Advisors
Michigan
$7.89M -$1.35M -13,385 -15%
SIM
280
Studio Investment Management
Illinois
$7.87M +$1.36M +13,551 +21%
KCPT
281
Kingstone Capital Partners Texas
Texas
$7.81M -$14.6M -145,558 -65%
DWM
282
Diversify Wealth Management
Utah
$7.74M +$770K +7,655 +11%
HWMT
283
Heritage Wealth Management (Texas)
Texas
$7.73M +$546K +5,430 +8%
TW
284
Trajan Wealth
Arizona
$7.72M -$574K -5,708 -7%
HH
285
Hilltop Holdings
Texas
$7.72M -$3.24M -32,262 -30%
MCC
286
Malaga Cove Capital
California
$7.63M +$1.59M +15,852 +26%
SFM
287
Signet Financial Management
New Jersey
$7.53M +$7.04K +70 +0.1%
SW
288
SVB Wealth
Massachusetts
$7.51M -$1.19M -11,859 -14%
CWM
289
Centric Wealth Management
Illinois
$7.48M -$974K -9,687 -12%
SQA
290
Simon Quick Advisors
New Jersey
$7.29M +$532K +5,292 +8%
GWM
291
Greenwich Wealth Management
Connecticut
$7.24M +$4.11M +40,841 +131%
VWM
292
VanWeelden Wealth Management
Ohio
$7.22M +$7.21M +71,727 New
CC
293
Cypress Capital
Tennessee
$7.22M +$190K +1,890 +3%
CC
294
Courier Capital
New York
$7.22M -$2.86M -28,408 -28%
KPPF
295
Klein Pavlis & Peasley Financial
California
$7.17M -$7.42M -73,775 -51%
IWC
296
Integrated Wealth Concepts
Massachusetts
$7.13M +$266K +2,648 +4%
Jane Street
297
Jane Street
New York
$7.11M -$4.18M -41,534 -37%
PFA
298
Professional Financial Advisors
Nebraska
$7.09M +$376K +3,744 +6%
SBH
299
Segall Bryant & Hamill
Illinois
$7.08M -$6.8M -67,594 -49%
CCFM
300
Clear Creek Financial Management
Washington
$7.03M -$2.83M -28,116 -29%
10 11
12
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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.