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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
HBWM
351
Hollow Brook Wealth Management
New York
$4.24M +$4.23M +42,077 New
AIC
352
Archer Investment Corporation
Indiana
$4.2M -$240K -2,388 -5%
BF
353
Baring Financial
Washington
$4.2M +$416K +4,135 +11%
FIA
354
Foundations Investment Advisors
Arizona
$4.17M +$2.13M +21,183 +105%
HI
355
Horizon Investments
North Carolina
$4.17M -$1.11M -11,080 -21%
PAM
356
PCG Asset Management
New Jersey
$4.13M +$272K +2,708 +7%
SG
357
StoneX Group
New York
$4.05M -$2.33M -23,172 -37%
CIBC World Market
358
CIBC World Market
Ontario, Canada
$4.03M -$613K -6,097 -13%
JFG
359
JDM Financial Group
Texas
$4M -$319K -3,178 -7%
PI
360
PFG Investments
New York
$3.99M +$975K +9,695 +32%
HSWM
361
Hubbell Strickland Wealth Management
Louisiana
$3.97M -$353K -3,510 -8%
EWM
362
Evermay Wealth Management
Virginia
$3.89M -$258K -2,565 -6%
WIA
363
World Investment Advisors
California
$3.86M +$1.37M +13,616 +55%
HL
364
HeadInvest LLC
Maine
$3.85M +$9.05K +90 +0.2%
AAA
365
American Alpha Advisors
New York
$3.8M +$524K +5,215 +16%
AAP
366
Arax Advisory Partners
Colorado
$3.79M +$993K +9,881 +36%
MPW
367
Magnolia Private Wealth
Pennsylvania
$3.78M -$3.54M -35,176 -48%
ATPW
368
Ashton Thomas Private Wealth
Arizona
$3.71M -$2.56M -25,433 -41%
SMA
369
Sage Mountain Advisors
Georgia
$3.53M +$3.52M +35,050 New
SCM
370
Steele Capital Management
Iowa
$3.49M -$291K -2,898 -8%
TA
371
Tactive Advisors
Florida
$3.48M +$3.48M +34,569 New
RWS
372
Rochester Wealth Strategies
Michigan
$3.46M +$952K +9,467 +38%
QFA
373
Quattro Financial Advisors
Texas
$3.45M
SMC
374
Smith, Moore & Co
Missouri
$3.45M +$664K +6,603 +24%
WCM
375
Wisconsin Capital Management
Wisconsin
$3.44M -$784K -7,799 -19%

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.