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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
NHFG
426
New Harbor Financial Group
Massachusetts
$2.56M -$460K -4,580 -15%
AWP
427
Axis Wealth Partners
Rhode Island
$2.56M +$964K +9,592 +60%
FA
428
Fiduciary Alliance
South Carolina
$2.56M +$2.11M +21,034 +483%
GEA
429
Glen Eagle Advisors
New Jersey
$2.55M -$20.5K -204 -0.8%
MI
430
Moneywise Inc
Virginia
$2.55M +$2.54M +25,296 New
ACA
431
Aptus Capital Advisors
Alabama
$2.54M +$408K +4,054 +19%
GC
432
Guggenheim Capital
Illinois
$2.54M -$876K -8,716 -26%
SP
433
Successful Portfolios
Florida
$2.52M -$285K -2,835 -10%
LFPWM
434
Leicht Financial Planning & Wealth Management
New Jersey
$2.51M +$919K +9,143 +58%
WCP
435
Wick Capital Partners
Pennsylvania
$2.5M +$20.2M +200,863 +2,691%
PC
436
Promus Capital
Illinois
$2.5M +$2.49M +24,795 New
JSA
437
Jim Saulnier & Associates
Colorado
$2.47M -$1.9M -18,934 -44%
MFS
438
McNamara Financial Services
Massachusetts
$2.45M +$1.09M +10,802 +80%
HOWA
439
Heritage Oak Wealth Advisors
Florida
$2.44M -$1.7M -16,925 -41%
BC
440
Bulwark Capital
Florida
$2.43M +$2.42M +24,084 New
PPWP
441
Premier Path Wealth Partners
New Jersey
$2.42M +$2.42M +24,027 New
HWA
442
HHM Wealth Advisors
Tennessee
$2.41M -$425K -4,226 -15%
SC
443
Sepio Capital
Utah
$2.4M -$6.62M -65,850 -73%
SW
444
Simplicity Wealth
New Jersey
$2.35M +$827K +8,231 +54%
AWE
445
Avidian Wealth Enterprises
Texas
$2.35M -$512K -5,089 -18%
BWP
446
Balboa Wealth Partners
Arizona
$2.34M -$406K -4,037 -15%
SAW
447
Signal Advisors Wealth
Michigan
$2.34M +$934K +9,290 +67%
DWS
448
Discipline Wealth Solutions
South Carolina
$2.34M +$502K +4,993 +27%
MFA
449
McClarren Financial Advisors
Pennsylvania
$2.33M +$1.7M +16,926 +273%
PFS
450
Prospera Financial Services
Texas
$2.33M +$2.03M +20,146 +679%

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.