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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
BWS
326
Buck Wealth Strategies
Colorado
$4.94M +$739K +7,350 +18%
SC
327
Scratch Capital
Idaho
$4.91M +$635K +6,318 +15%
RCWM
328
Red Crane Wealth Management
California
$4.88M +$843K +8,383 +21%
CP
329
Clayton Partners
California
$4.85M -$462K -4,595 -9%
FPA
330
First Pacific Advisors
California
$4.85M +$634K +6,307 +15%
HI
331
Harper Investing
California
$4.82M +$2.93M +29,106 +155%
CWP
332
Core Wealth Partners
California
$4.79M +$232K +2,307 +5%
AP
333
Americana Partners
Texas
$4.78M -$621K -6,173 -12%
SFC
334
Strategic Financial Concepts
Texas
$4.74M -$17K -169 -0.4%
GSWM
335
Golden State Wealth Management
California
$4.65M -$451K -4,490 -9%
RFL
336
RD Finance Ltd
Cyprus
$4.63M +$4.62M +46,000 New
AI
337
Atria Investments
North Carolina
$4.59M -$2.45M -24,349 -35%
HKIM
338
Hayek Kallen Investment Management
Alabama
$4.57M +$281K +2,796 +7%
OWP
339
ORG Wealth Partners
Texas
$4.56M +$108K +1,076 +2%
CSP
340
Cary Street Partners
Virginia
$4.49M -$214K -2,124 -5%
EC
341
Enhancing Capital
Pennsylvania
$4.48M -$317K -3,157 -7%
BFA
342
Beaumont Financial Advisors
Massachusetts
$4.44M -$28.2M -280,497 -86%
BRWA
343
B. Riley Wealth Advisors
Florida
$4.43M +$4.43M +44,027 New
WCM
344
Winthrop Capital Management
Indiana
$4.42M +$2.21M +22,030 +101%
AWM
345
Alterna Wealth Management
Texas
$4.42M -$78.7K -783 -2%
MWM
346
Marion Wealth Management
Pennsylvania
$4.4M -$95.7K -952 -2%
CWMK
347
Caliber Wealth Management (Kansas)
Kansas
$4.37M +$303K +3,016 +7%
AssetMark Inc
348
AssetMark Inc
California
$4.34M -$3.53M -35,128 -45%
TLFA
349
True Link Financial Advisors
California
$4.31M +$1.67M +16,575 +63%
DJSG
350
D.J. St. Germain
Massachusetts
$4.29M -$3.75M -37,340 -47%

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.