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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
APW
301
Atlantic Private Wealth
North Carolina
$6.94M +$548K +5,451 +9%
FA
302
Faithward Advisors
Pennsylvania
$6.93M -$209K -2,081 -3%
RFP
303
Root Financial Partners
California
$6.88M +$3.87M +38,492 +129%
FFS
304
Founders Financial Securities
Maryland
$6.7M +$1.51M +15,017 +29%
NPF
305
Norris Perne & French
Michigan
$6.68M +$329K +3,270 +5%
JCM
306
J2 Capital Management
Michigan
$6.67M +$53.3K +530 +0.8%
MW
307
Members Wealth
Pennsylvania
$6.67M +$6.68M +66,470 New
AI
308
Arrien Investments
Idaho
$6.57M +$644K +6,401 +11%
HIM
309
Hanlon Investment Management
New Jersey
$6.53M +$108K +1,077 +2%
WSFS
310
Wilmington Savings Fund Society
Delaware
$6.35M -$183K -1,823 -3%
AA
311
Alesco Advisors
New York
$6.26M -$4.53K -45 -0.1%
SPC
312
Sigma Planning Corp
Michigan
$6.25M -$477K -4,740 -7%
EH
313
Equitable Holdings
New York
$6.22M +$917K +9,116 +17%
KWM
314
Koa Wealth Management
California
$6.17M +$99.1K +986 +2%
ACA
315
Ackerman Capital Advisors
Texas
$6.08M +$191K +1,903 +3%
WCM
316
Winthrop Capital Management
Indiana
$6.05M +$1.62M +16,108 +37%
NOCM
317
Night Owl Capital Management
Connecticut
$6.04M -$432K -4,300 -7%
FWC
318
First Washington Corp
Washington
$6.01M +$6M +59,681 New
SFSG
319
Sound Financial Strategies Group
Mississippi
$6M -$1M -9,949 -14%
HKIMG
320
Hutchens & Kramer Investment Management Group
Indiana
$5.98M +$2.98M +29,661 +100%
NI
321
NDVR Inc
Massachusetts
$5.96M +$5.57M +55,416 +1,458%
SCI
322
Stableford Capital II
Arizona
$5.91M -$11.7M -116,383 -66%
HWAM
323
Hennion & Walsh Asset Management
New Jersey
$5.9M +$256K +2,541 +5%
PGA
324
Portland Global Advisors
Maine
$5.81M +$2.42M +24,021 +71%
RCWM
325
Red Crane Wealth Management
California
$5.8M +$917K +9,118 +19%
11 12
13
14 15

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.