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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
TC
451
TAGStone Capital
North Carolina
$2.65M -$213K -2,122 -7%
PFS
452
Prospera Financial Services
Texas
$2.64M +$308K +3,067 +13%
LWA
453
LifeGoal Wealth Advisors
New York
$2.62M +$1.01M +10,074 +59%
RIA
454
Realta Investment Advisors
Delaware
$2.56M +$693K +6,891 +37%
DJSG
455
D.J. St. Germain
Massachusetts
$2.56M -$1.73M -17,231 -40%
MWM
456
Meridian Wealth Management
Kentucky
$2.55M +$391K +3,887 +18%
GEA
457
Glen Eagle Advisors
New Jersey
$2.55M -$704 -7 -0%
VT
458
Vise Technologies
New York
$2.53M +$2.17M +21,581 +603%
WC
459
Waterloo Capital
Texas
$2.49M +$1.36M +13,517 +120%
SP
460
Successful Portfolios
Florida
$2.49M -$26.5K -264 -1%
CP
461
Capital Planning
Washington
$2.48M -$628K -6,243 -20%
ML
462
McAdam LLC
Pennsylvania
$2.48M -$420K -4,174 -14%
NP
463
Nilsine Partners
Colorado
$2.44M +$2.03M +20,141 +495%
SKK
464
Shepherd Kaplan Krochuk
Massachusetts
$2.42M +$1.08M +10,762 +81%
HOWA
465
Heritage Oak Wealth Advisors
Florida
$2.39M -$56.3K -560 -2%
ATC
466
Argent Trust Co
Tennessee
$2.36M +$1.23M +12,229 +109%
AFWM
467
Abich Financial Wealth Management
Virginia
$2.34M +$2.34M +23,286 New
AWE
468
Avidian Wealth Enterprises
Texas
$2.31M -$36.3K -361 -2%
BAS
469
Breakthru Advisory Services
Wisconsin
$2.23M +$2.23M +22,140 New
APA
470
Astoria Portfolio Advisors
New York
$2.22M +$1.45M +14,437 +187%
AFC
471
Adaptive Financial Consulting
Ohio
$2.21M – – –
HAP
472
Harbor Asset Planning
Massachusetts
$2.21M -$97.5K -970 -4%
JSA
473
Jim Saulnier & Associates
Colorado
$2.2M -$268K -2,668 -11%
TWA
474
Talisman Wealth Advisors
New Jersey
$2.2M -$12.3K -122 -0.6%
OHIS
475
Oak Harvest Investment Services
Texas
$2.15M +$81.4K +810 +4%
17 18
19
20 21

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.