We are live on ! Find out more
SGOV icon

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
EPM
26
Elm Partners Management
Pennsylvania
$127M +$18.8M +187,364 +17%
GAG
27
GM Advisory Group
New York
$122M -$27.4M -272,446 -18%
CG
28
Cynosure Group
Utah
$119M +$56.8M +564,698 +91%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$115M -$29.3M -291,263 -20%
WFMPM
30
Woodley Farra Manion Portfolio Management
Indiana
$114M -$31.5M -313,081 -22%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$106M +$26.8M +266,331 +34%
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$103M +$4M +39,786 +4%
BL
33
Balentine LLC
Georgia
$102M +$11.2M +111,322 +12%
MIC
34
Maxi Investments CY
Cyprus
$100M +$82.1M +816,796 +460%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$96.3M -$27.1M -270,055 -22%
Prudential Financial
36
Prudential Financial
New Jersey
$93.8M +$6.33M +63,000 +7%
ACM
37
Advisors Capital Management
New Jersey
$93.7M +$28.2M +280,493 +43%
EIC
38
Equity Investment Corp
Georgia
$92.3M -$115M -1,143,453 -56%
MA
39
Mutual Advisors
Nebraska
$87.6M +$2.42M +24,060 +3%
CVM
40
Cheviot Value Management
California
$87.4M +$10.9M +107,940 +14%
ACM
41
AlphaStar Capital Management
North Carolina
$86.8M -$35.7M -355,416 -19%
MMA
42
Miracle Mile Advisors
California
$84M +$2.59M +25,723 +3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$77.5M +$9.83M +97,820 +15%
LJCM
44
Lee Johnson Capital Management
Texas
$76.5M +$15.9M +157,972 +26%
GAM
45
Gotham Asset Management
New York
$75.4M +$63.8M +635,060 +558%
Stifel Financial
46
Stifel Financial
Missouri
$74.7M +$5.45M +54,257 +8%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$73M +$25.6M +254,166 +54%
SCM
48
Sollinda Capital Management
Florida
$70.7M +$23.7M +235,563 +50%
PC
49
Peavine Capital
Nevada
$67.9M +$67.8M +674,506 New
AWF
50
Alpha Wealth Funds
Utah
$67.5M +$8.19M +81,493 +14%

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.