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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
GSEP
401
Golden State Equity Partners
California
$2.98M -$641K -6,377 -18%
PS
402
Principal Securities
Iowa
$2.97M -$1.23M -12,210 -29%
BEI
403
Benjamin Edwards Inc
Missouri
$2.95M -$93.4K -929 -3%
TI
404
Tidal Investments
Wisconsin
$2.95M -$12.4M -123,273 -81%
AAM
405
Ackerman Asset Management
Maryland
$2.95M +$123K +1,223 +4%
PFBT
406
Parkside Financial Bank & Trust
Missouri
$2.94M +$932K +9,274 +46%
AAG
407
Armstrong Advisory Group
Massachusetts
$2.93M -$17.5M -173,922 -86%
SI
408
Sprott Inc
Ontario, Canada
$2.92M +$207K +2,063 +8%
ECA
409
Elevate Capital Advisors
Colorado
$2.91M +$887K +8,828 +44%
ML
410
McAdam LLC
Pennsylvania
$2.9M -$309K -3,071 -10%
EF
411
Empowered Funds
Pennsylvania
$2.9M -$2.36M -23,522 -45%
CWA
412
Cura Wealth Advisors
Illinois
$2.88M +$2.05M +20,430 +249%
BFG
413
Beacon Financial Group
Texas
$2.86M +$104K +1,031 +4%
TC
414
TAGStone Capital
North Carolina
$2.86M +$2.5M +24,838 +688%
SFP
415
SwitchPoint Financial Planning
Utah
$2.85M +$24.4K +243 +0.9%
PAA
416
Peregrine Asset Advisers
Oregon
$2.84M +$946K +9,412 +50%
TFA
417
Transamerica Financial Advisors
Florida
$2.73M +$168K +1,673 +7%
WW
418
Waterfront Wealth
Kansas
$2.7M +$704K +7,001 +35%
RGF
419
Retirement Guys Formula
Ohio
$2.67M +$2.67M +26,547 New
5SA
420
5th Street Advisors
Connecticut
$2.66M -$367K -3,655 -12%
KIM
421
Kane Investment Management
California
$2.66M +$1.8M +17,886 +222%
WB
422
WesBanco Bank
West Virginia
$2.65M +$2.65M +26,338 New
OWMIAS
423
One Wealth Management Investment & Advisory Services
Florida
$2.63M +$1.73M +17,213 +192%
SMFG
424
Sumitomo Mitsui Financial Group
Japan
$2.62M -$2.74M -27,296 -51%
EAM
425
Everstar Asset Management
North Carolina
$2.59M +$95.4K +949 +4%

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.