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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
LCC
376
Lincoln Capital Corp
Rhode Island
$3.41M -$3.15M -31,324 -48%
PGA
377
Portland Global Advisors
Maine
$3.39M +$197K +1,957 +6%
CA
378
Clune & Associates
Illinois
$3.38M +$1.17M +11,654 +53%
MFG
379
Merit Financial Group
Georgia
$3.38M +$3.37M +33,558 New
GRP
380
Global Retirement Partners
California
$3.36M +$3.36M +33,407 New
CL
381
COWA LLC
Oklahoma
$3.34M +$657K +6,531 +24%
CAS
382
Coppell Advisory Solutions
Texas
$3.31M +$3.3M +32,859 New
SB
383
Strategic Blueprint
Georgia
$3.3M +$379K +3,775 +13%
JFA
384
JNBA Financial Advisors
Minnesota
$3.27M +$2.96M +29,462 +987%
WAP
385
Wealthcare Advisory Partners
Pennsylvania
$3.16M +$1.99M +19,766 +170%
BOSSRA
386
B.O.S.S. Retirement Advisors
Utah
$3.13M +$562K +5,586 +22%
GWM
387
Greenwich Wealth Management
Connecticut
$3.13M -$2.68M -26,620 -46%
DAS
388
Diversify Advisory Services
Utah
$3.12M -$4.11M -40,883 -57%
RI
389
Ridgewood Investments
New Jersey
$3.11M +$348K +3,466 +13%
CP
390
Capital Planning
Washington
$3.11M -$1.47M -14,671 -32%
Betterment LLC
391
Betterment LLC
New York
$3.09M -$168K -1,670 -5%
FPCP
392
Fort Point Capital Partners
California
$3.09M -$112K -1,113 -4%
BCMLT
393
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.09M -$525K -5,224 -15%
PIA
394
Pinion Investment Advisors
Kansas
$3.09M +$2.51M +24,979 +441%
FTUS
395
Flow Traders U.S.
New York
$3.08M -$4.19M -41,706 -58%
RFP
396
Root Financial Partners
California
$3M -$1.05M -10,463 -26%
LF
397
Lantz Financial
Illinois
$3M +$885K +8,800 +42%
FSG
398
Financial Strategies Group
Michigan
$2.99M +$214K +2,130 +8%
DPI
399
Diversified Portfolios Inc
Michigan
$2.99M -$160K -1,593 -5%
HKIMG
400
Hutchens & Kramer Investment Management Group
Indiana
$2.98M +$2.99M +29,718 New

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.