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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
SFC
401
Strategic Financial Concepts
Texas
$3.49M -$1.22M -12,126 -26%
CIA
402
Choate Investment Advisors
Massachusetts
$3.48M -$171M -1,704,981 -98%
SCM
403
Sheridan Capital Management
California
$3.47M +$1.45M +14,451 +72%
SFP
404
SwitchPoint Financial Planning
Utah
$3.45M +$602K +5,987 +21%
SC
405
Scratch Capital
Idaho
$3.45M -$1.46M -14,491 -30%
ECA
406
Elevate Capital Advisors
Colorado
$3.36M +$450K +4,471 +15%
FPCP
407
Fort Point Capital Partners
California
$3.31M +$222K +2,203 +7%
MFS
408
McNamara Financial Services
Massachusetts
$3.3M +$848K +8,437 +35%
AAS
409
Ameritas Advisory Services
Nebraska
$3.26M -$2.97M -29,549 -48%
TLFA
410
True Link Financial Advisors
California
$3.21M -$1.1M -10,944 -26%
GFG
411
Grantvest Financial Group
New Jersey
$3.2M -$1.92M -19,121 -38%
VFA
412
Values First Advisors
Tennessee
$3.2M +$1.93M +19,213 +153%
OWMIAS
413
One Wealth Management Investment & Advisory Services
Florida
$3.2M +$561K +5,584 +21%
W
414
WealthCollab
Washington
$3.18M +$2.45M +24,360 +335%
LFPWM
415
Leicht Financial Planning & Wealth Management
New Jersey
$3.18M +$669K +6,658 +27%
IA
416
IFP Advisors
Florida
$3.14M +$2.79M +27,732 +802%
MWA
417
Mills Wealth Advisors
Texas
$3.13M +$2.3M +22,922 +282%
GA
418
Greenspring Advisors
Maryland
$3.13M +$3.12M +31,040 New
DA
419
Drake & Associates
Wisconsin
$3.12M +$3.12M +31,072 New
AAM
420
Ackerman Asset Management
Maryland
$3.05M +$106K +1,053 +4%
Goldman Sachs
421
Goldman Sachs
New York
$3.02M +$950K +9,445 +46%
GSEP
422
Golden State Equity Partners
California
$3.02M +$37K +368 +1%
NHFG
423
New Harbor Financial Group
Massachusetts
$3.01M +$441K +4,388 +17%
WW
424
Waterfront Wealth
Kansas
$3M +$558K +5,552 +21%
WAS
425
WESPAC Advisors SoCal
California
$3M +$3M +29,805 New
15 16
17
18 19

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.