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iShares 0-3 Month Treasury Bond ETF
SGOV

1,302 hedge funds and large institutions have $21.8B invested in iShares 0-3 Month Treasury Bond ETF in 2026 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 538 increasing their positions, 492 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $6.27M

102% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 95

7% more funds holding

Funds holding: 1,218 → 1,302 (+84)

9% more repeat investments, than reductions

Existing positions increased: 538 | Existing positions reduced: 492

3% less capital invested

Capital invested by funds: $22.5B → $21.8B (-$726M)

4.59% less ownership

Funds ownership: 27.3% → 22.71% (-4.6%)

10% less funds holding in top 10

Funds holding in top 10: 220 → 197 (-23)

Holders
1,302
Holders Change
+84
Holders Change %
+6.9%
% of All Funds
15.73%
Holding in Top 10
197
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.45%
% of All Funds
2.38%
New
192
Increased
538
Reduced
492
Closed
95
Calls
$23.1M
Puts
$6.27M
Net Calls
+$16.9M
Net Calls Change
+$7.81M

Top Buyers

Rank Fund Capital Flow
1
WANY
Wealthspire Advisors (New York)
New York
+$222M
2
VT
Vise Technologies
New York
+$146M
3
HBWM
Hollow Brook Wealth Management
New York
+$105M
4
CIM
Confluence Investment Management
Missouri
+$104M
5
Cerity Partners
Cerity Partners
New York
+$98.5M

Top Sellers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
-$938M
2
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
-$140M
3
CBU
CIBC Bancorp USA
Illinois
-$116M
4
KAM
Knightsbridge Asset Management
California
-$112M
5
EIC
Equity Investment Corp
Georgia
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
26
Westerkirk Capital
$153M – – –
WA
27
Waverly Advisors
Alabama
$147M -$4.59M -45,664 -3%
MCM
28
MAI Capital Management
Ohio
$142M +$9.52M +94,699 +7%
HCPC
29
Hamilton Capital Partners (Canada)
$129M -$18M -178,660 -12%
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$125M +$1.77M +17,611 +1%
AWF
31
Alpha Wealth Funds
Utah
$123M +$12.1M +119,912 +11%
AWM
32
AE Wealth Management
Kansas
$122M +$24.6M +244,992 +25%
Wealthfront Advisers
33
Wealthfront Advisers
California
$118M +$17.6M +174,648 +18%
HCM
34
Hilton Capital Management
New York
$116M -$41.6M -413,866 -26%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$115M -$2.03M -20,195 -2%
FWSM
36
First Wilshire Securities Management
California
$110M +$42.4M +421,797 +63%
HBWM
37
Hollow Brook Wealth Management
New York
$108M +$105M +1,041,576 +2,918%
MA
38
Mutual Advisors
Nebraska
$106M +$3.05M +30,357 +3%
Prudential Financial
39
Prudential Financial
New Jersey
$104M -$680K -6,768 -0.6%
BL
40
Balentine LLC
Georgia
$103M -$9.55M -95,001 -8%
KAS
41
Kestra Advisory Services
Texas
$101M +$11.3M +112,756 +13%
CVM
42
Cheviot Value Management
California
$101M -$6.58M -65,492 -6%
Stifel Financial
43
Stifel Financial
Missouri
$99.1M +$28.7M +285,141 +41%
SWM
44
Selective Wealth Management
Virginia
$96.9M +$15.5M +154,413 +19%
3AM
45
3EDGE Asset Management
Florida
$94.2M -$7.81M -77,710 -8%
JFA
46
JNBA Financial Advisors
Minnesota
$93M +$7.71M +76,735 +9%
HighTower Advisors
47
HighTower Advisors
Illinois
$87.1M -$3.46M -34,377 -4%
CAM
48
Cresset Asset Management
Illinois
$85.2M +$6.01M +59,826 +8%
RI
49
RWWM Inc
California
$85.1M +$12.5M +124,462 +17%
PFM
50
Potomac Fund Management
Florida
$82.2M -$8.93M -88,800 -10%
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SGOV Hedge Fund Activity: Q2 2026 in Review

1,302 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q2 2026, worth a combined $21.8B — down 3.2% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new SGOV positions and 95 closed out — a net gain of 97 holders — while 538 added to existing stakes and 492 trimmed.

The largest buyer was Wealthspire Advisors (New York), adding an estimated $222M. The largest seller was Howard Capital Management, cutting an estimated $938M.

  • 1,302 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q2 2026, up from 1,218 in Q1 2026.
  • Funds reported $21.8B of iShares 0-3 Month Treasury Bond ETF stock for Q2 2026, down 3.2% quarter-over-quarter.
  • 192 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q2 2026 and 95 closed out, a net change of +97 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q2 2026 was Wealthspire Advisors (New York), an estimated $222M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q2 2026 was Howard Capital Management, an estimated $938M sold.

Based on aggregated 13F filings for Q2 2026.