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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
FGA
301
Fortis Group Advisors
New Jersey
$6.16M -$1.28M -12,689 -17%
CIC
302
Carnegie Investment Counsel
Ohio
$6.15M -$561K -5,581 -8%
KWM
303
Koa Wealth Management
California
$6.07M -$28.8K -286 -0.5%
MCC
304
Malaga Cove Capital
California
$6.03M +$6.02M +59,888 New
AI
305
Arrien Investments
Idaho
$5.92M +$5.91M +58,829 New
AWS
306
Atria Wealth Solutions
New York
$5.89M -$5.21M -51,786 -47%
ACA
307
Ackerman Capital Advisors
Texas
$5.88M +$242K +2,410 +4%
HWAM
308
Hennion & Walsh Asset Management
New Jersey
$5.65M +$5.64M +56,091 New
EWA
309
EP Wealth Advisors
California
$5.63M +$4.24M +42,227 +309%
BJL
310
Brighton Jones LLC
Washington
$5.62M -$6.61M -65,718 -54%
BWP
311
Burling Wealth Partners
Illinois
$5.55M +$4.89M +48,637 +747%
AL
312
ADE LLC
Maryland
$5.55M -$358K -3,566 -6%
PCP
313
Panoramic Capital Partners
Oregon
$5.53M -$4.41M -43,892 -44%
CPW
314
Cove Private Wealth
New York
$5.48M -$201K -2,000 -4%
BTI
315
Blue Trust Inc
Georgia
$5.47M -$2.97M -29,593 -35%
IFG
316
Independent Financial Group
California
$5.45M +$2.61M +25,947 +92%
MPW
317
MASECO Private Wealth
$5.31M +$5.3M +52,734 New
EH
318
Equitable Holdings
New York
$5.31M -$5.79M -57,592 -52%
PL
319
Plancorp LLC
Missouri
$5.28M +$2.88M +28,624 +120%
FFS
320
Founders Financial Securities
Maryland
$5.19M +$1.18M +11,702 +29%
IAN
321
Integrated Advisors Network
Texas
$5.13M +$3.02M +30,045 +144%
GFG
322
Grantvest Financial Group
New Jersey
$5.12M -$395K -3,929 -7%
NS
323
NBC Securities
Alabama
$5.07M -$328K -3,260 -6%
IW
324
IronOak Wealth
Texas
$5.03M +$5.02M +49,980 New
CF
325
Clarity Financial
Texas
$5M -$359K -3,573 -7%

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.