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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
OWP
376
ORG Wealth Partners
Texas
$4.19M -$387K -3,845 -8%
AAG
377
Armstrong Advisory Group
Massachusetts
$4.19M +$1.26M +12,497 +43%
CIBC World Market
378
CIBC World Market
Ontario, Canada
$4.15M +$116K +1,151 +3%
SB
379
Strategic Blueprint
Georgia
$4.13M +$825K +8,203 +25%
BFA
380
Beaumont Financial Advisors
Massachusetts
$4.12M -$323K -3,216 -7%
HWMC
381
Heritage Wealth Management (California)
California
$4.12M +$4.11M +40,872 New
HL
382
HeadInvest LLC
Maine
$4.11M +$262K +2,602 +7%
LFASL
383
Lugano Financial Advisors SA (LFA)
Switzerland
$4.03M +$4.04M +40,204 New
AIC
384
Archer Investment Corporation
Indiana
$4.02M -$189K -1,875 -4%
FSG
385
Financial Strategies Group
Michigan
$3.99M +$998K +9,926 +33%
EWM
386
Evermay Wealth Management
Virginia
$3.96M +$72.3K +719 +2%
CL
387
COWA LLC
Oklahoma
$3.95M +$602K +5,987 +18%
PCP
388
Panoramic Capital Partners
Oregon
$3.88M -$1.67M -16,564 -30%
HSWM
389
Hubbell Strickland Wealth Management
Louisiana
$3.79M -$183K -1,824 -5%
Baird Financial Group
390
Baird Financial Group
Wisconsin
$3.77M -$4.22M -41,956 -53%
CA
391
Clune & Associates
Illinois
$3.75M +$364K +3,620 +11%
RWS
392
Rochester Wealth Strategies
Michigan
$3.73M +$264K +2,621 +8%
WB
393
WesBanco Bank
West Virginia
$3.72M +$1.06M +10,568 +40%
AssetMark Inc
394
AssetMark Inc
California
$3.71M -$622K -6,188 -14%
FPA
395
First Pacific Advisors
California
$3.68M -$1.16M -11,551 -24%
CWMK
396
Caliber Wealth Management (Kansas)
Kansas
$3.66M -$707K -7,034 -16%
MFG
397
Merit Financial Group
Georgia
$3.64M +$259K +2,580 +8%
SMA
398
Sage Mountain Advisors
Georgia
$3.58M +$49.3K +490 +1%
GRP
399
Global Retirement Partners
California
$3.57M +$203K +2,020 +6%
WCM
400
Wisconsin Capital Management
Wisconsin
$3.51M +$67.6K +672 +2%
14 15
16
17 18

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.