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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
HAP
451
Harbor Asset Planning
Massachusetts
$2.3M +$2.3M +22,886 New
HAIM
452
Hunter Associates Investment Management
Pennsylvania
$2.28M -$1.76M -17,472 -44%
AFC
453
Adaptive Financial Consulting
Ohio
$2.21M +$1.51M +15,050 +218%
TWA
454
Talisman Wealth Advisors
New Jersey
$2.21M +$312K +3,103 +16%
HGA
455
Hobbs Group Advisors
South Carolina
$2.2M +$765K +7,608 +53%
HA
456
Huntleigh Advisors
Missouri
$2.19M -$1.86M -18,503 -46%
PS
457
Planned Solutions
California
$2.18M -$3.7M -36,787 -63%
MWM
458
Meridian Wealth Management
Kentucky
$2.16M +$502K +4,997 +30%
CWM
459
Congress Wealth Management
Massachusetts
$2.12M -$31.5K -313 -1%
CA
460
Claro Advisors
Massachusetts
$2.09M +$184K +1,827 +10%
Goldman Sachs
461
Goldman Sachs
New York
$2.07M +$1.26M +12,534 +156%
OHIS
462
Oak Harvest Investment Services
Texas
$2.07M -$119K -1,184 -5%
OC
463
Oppenheimer & Co
New York
$2.06M -$419K -4,167 -17%
EIM
464
Ervin Investment Management
Washington
$2.05M +$842K +8,373 +70%
SI
465
Seeds Investor
New York
$2.04M +$2.03M +20,225 New
NFG
466
Norris Financial Group
South Carolina
$2.02M -$1.03M -10,266 -34%
SCM
467
Sheridan Capital Management
California
$2.02M +$218K +2,173 +12%
GVAG
468
Great Valley Advisor Group
Delaware
$2M +$259K +2,577 +15%
Mercer Global Advisors
469
Mercer Global Advisors
Colorado
$1.99M +$1.53M +15,213 +333%
SLA
470
Silver Lake Advisory
Utah
$1.98M +$77.6K +772 +4%
BCG
471
Bravias Capital Group
New Jersey
$1.96M +$598K +5,944 +44%
EFG
472
Ethos Financial Group
Pennsylvania
$1.92M -$1.98M -19,721 -51%
UAG
473
United Advisor Group
Ohio
$1.91M -$754K -7,498 -28%
4A
474
4Wealth Advisors
Illinois
$1.91M +$10.8K +107 +0.6%
SCM
475
Schnieders Capital Management
California
$1.91M +$1.9M +18,925 New

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.