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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
BFG
426
Beacon Financial Group
Texas
$3M +$134K +1,332 +5%
PMG
427
Private Management Group
California
$2.97M +$1.1M +10,966 +59%
BCMLT
428
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.96M -$122K -1,217 -4%
CA
429
Claro Advisors
Massachusetts
$2.93M +$843K +8,385 +40%
MFA
430
McClarren Financial Advisors
Pennsylvania
$2.91M -$21.1K -210 -0.9%
WMA
431
West Michigan Advisors
Michigan
$2.9M -$13.8M -136,995 -83%
SSI
432
Scott & Selber Inc
Texas
$2.89M +$2.89M +28,709 New
SLF
433
Sun Life Financial
Ontario, Canada
$2.87M -$22.9M -227,550 -89%
SAW
434
Signal Advisors Wealth
Michigan
$2.87M +$531K +5,281 +23%
MPW
435
Magnolia Private Wealth
Pennsylvania
$2.84M -$934K -9,290 -25%
CWA
436
Cura Wealth Advisors
Illinois
$2.84M -$40.3K -401 -1%
DPI
437
Diversified Portfolios Inc
Michigan
$2.83M -$156K -1,550 -5%
TFA
438
Transamerica Financial Advisors
Florida
$2.79M +$63.5K +632 +2%
PS
439
Planned Solutions
California
$2.77M +$591K +5,880 +27%
EAM
440
Everstar Asset Management
North Carolina
$2.76M +$170K +1,691 +7%
RP
441
Riverwater Partners
Wisconsin
$2.76M +$1.97M +19,574 +250%
IWM
442
Integris Wealth Management
California
$2.76M +$2.76M +27,413 New
BTI
443
Blue Trust Inc
Georgia
$2.74M -$2.73M -27,130 -50%
CWP
444
Concord Wealth Partners
Virginia
$2.71M +$869K +8,639 +47%
BWP
445
Burling Wealth Partners
Illinois
$2.71M -$2.84M -28,241 -51%
WIA
446
World Investment Advisors
California
$2.7M -$1.15M -11,463 -30%
PFBT
447
Parkside Financial Bank & Trust
Missouri
$2.7M -$240K -2,391 -8%
SMC
448
Smith, Moore & Co
Missouri
$2.69M -$761K -7,569 -22%
RGF
449
Retirement Guys Formula
Ohio
$2.68M +$2.71K +27 +0.1%
DWS
450
Discipline Wealth Solutions
South Carolina
$2.67M +$330K +3,283 +14%
16 17
18
19 20

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.