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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
SIC
476
Salem Investment Counselors
North Carolina
$1.9M +$263K +2,614 +16%
VFG
477
Victory Financial Group
Texas
$1.9M -$154K -1,530 -8%
LPFG
478
Landing Point Financial Group
Ohio
$1.9M +$685K +6,813 +57%
WAM
479
Walker Asset Management
Missouri
$1.9M -$187K -1,856 -9%
RC
480
Roundview Capital
New Jersey
$1.89M +$1.39M +13,804 +278%
ACM
481
Ategra Capital Management
Virginia
$1.89M +$1.88M +18,749 New
PLC
482
Peapod Lane Capital
New York
$1.89M +$433K +4,312 +30%
WCWM
483
Willow Creek Wealth Management
California
$1.88M -$631K -6,276 -25%
CA
484
Crane Advisory
California
$1.88M +$1.88M +18,678 New
RIA
485
Realta Investment Advisors
Delaware
$1.87M -$12K -119 -0.6%
PMG
486
Private Management Group
California
$1.86M +$673K +6,693 +57%
UB
487
UMB Bank
Missouri
$1.86M -$73K -726 -4%
CAMV
488
Concord Asset Management (Virginia)
Virginia
$1.84M +$1.84M +18,321 New
CWP
489
Concord Wealth Partners
Virginia
$1.84M +$1.84M +18,321 New
CIAS
490
Capital Investment Advisory Services
North Carolina
$1.81M +$754K +7,497 +71%
GWP
491
Gateway Wealth Partners
Wisconsin
$1.8M +$28.4K +283 +2%
BAAM
492
Baker Avenue Asset Management
California
$1.8M -$48.3K -480 -3%
AWA
493
Arete Wealth Advisors
Illinois
$1.79M -$1.87M -18,599 -51%
BFG
494
Berger Financial Group
Minnesota
$1.78M +$58.2K +579 +3%
GFA
495
Gallagher Fiduciary Advisors
Illinois
$1.74M +$210K +2,091 +14%
PWM
496
Prosperity Wealth Management
California
$1.73M -$440K -4,372 -20%
EWP
497
Elevation Wealth Partners
California
$1.72M +$17.7K +176 +1%
LWA
498
LifeGoal Wealth Advisors
New York
$1.71M +$969K +9,639 +132%
CLOS
499
Compagnie Lombard Odier SCmA
Switzerland
$1.7M +$458K +4,559 +37%
OCM
500
One Capital Management
California
$1.68M +$1.32M +13,100 +366%

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.