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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
MPW
351
MASECO Private Wealth
$4.9M -$413K -4,103 -8%
AI
352
Atria Investments
North Carolina
$4.89M +$295K +2,938 +6%
PAA
353
Peregrine Asset Advisers
Oregon
$4.84M +$1.99M +19,786 +70%
HBWM
354
Hollow Brook Wealth Management
New York
$4.84M +$598K +5,944 +14%
BWS
355
Buck Wealth Strategies
Colorado
$4.81M -$134K -1,330 -3%
WAM
356
Worth Asset Management
Texas
$4.75M -$15.2M -151,342 -76%
AP
357
Americana Partners
Texas
$4.72M -$55.7K -554 -1%
SIC
358
Sterling Investment Counsel
New York
$4.68M +$4.67M +46,434 New
HI
359
Harper Investing
California
$4.64M -$188K -1,871 -4%
MWM
360
Marion Wealth Management
Pennsylvania
$4.58M +$176K +1,750 +4%
PI
361
PFG Investments
New York
$4.55M +$561K +5,577 +14%
CCA
362
Conservest Capital Advisors
Pennsylvania
$4.55M +$4.55M +45,204 New
BF
363
Baring Financial
Washington
$4.54M +$334K +3,317 +8%
EMAM
364
Encompass More Asset Management
California
$4.54M +$2.95M +29,326 +187%
CSP
365
Cary Street Partners
Virginia
$4.53M +$32.5K +323 +0.7%
GSWM
366
Golden State Wealth Management
California
$4.51M -$140K -1,396 -3%
EC
367
Enhancing Capital
Pennsylvania
$4.48M – – –
SWM
368
Silverlake Wealth Management
Vermont
$4.43M +$4.42M +44,002 New
NS
369
NBC Securities
Alabama
$4.4M -$675K -6,710 -13%
BRWA
370
B. Riley Wealth Advisors
Florida
$4.37M -$65.3K -649 -1%
PAM
371
PCG Asset Management
New Jersey
$4.36M +$232K +2,305 +6%
KIM
372
Kane Investment Management
California
$4.32M +$1.7M +16,902 +65%
AWM
373
Alterna Wealth Management
Texas
$4.31M -$111K -1,104 -3%
IAN
374
Integrated Advisors Network
Texas
$4.25M -$884K -8,789 -17%
SF
375
Summit Financial
New Jersey
$4.22M +$4.21M +41,860 New
13 14
15
16 17

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.