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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
AFP
501
Alpha Financial Partners
Kentucky
$1.66M -$46.4K -462 -3%
KFAA
502
Klaas Financial Asset Advisors
Illinois
$1.66M -$128K -1,269 -7%
WIM
503
Waycross Investment Management
Washington
$1.65M
AA
504
Aire Advisors
California
$1.63M +$251K +2,500 +18%
TWC
505
TD Waterhouse Canada
Ontario, Canada
$1.62M -$719K -7,157 -31%
PIA
506
Perennial Investment Advisors
California
$1.6M +$284K +2,826 +22%
XPN
507
XY Planning Network
Montana
$1.6M +$933K +9,284 +141%
WCWM
508
Wooster Corthell Wealth Management
Connecticut
$1.6M +$687K +6,830 +76%
GC
509
Guidance Capital
Kentucky
$1.59M -$828K -8,236 -34%
EWA
510
EverSource Wealth Advisors
Alabama
$1.59M +$13.3K +132 +0.8%
EMAM
511
Encompass More Asset Management
California
$1.58M -$907K -9,026 -36%
VCP
512
Verus Capital Partners
Arizona
$1.57M +$569K +5,656 +57%
FPAS
513
Focus Partners Advisor Solutions
Missouri
$1.57M -$13.7M -135,843 -90%
AFP
514
Ausdal Financial Partners
Iowa
$1.56M -$54.3K -540 -3%
RAG
515
RIA Advisory Group
Iowa
$1.54M -$4.42K -44 -0.3%
NAS
516
NWF Advisory Services
California
$1.54M +$1.14M +11,299 +282%
LWM
517
Lionshead Wealth Management
New York
$1.54M -$1.18M -11,742 -43%
MAS
518
MPWM Advisory Solutions
Georgia
$1.52M +$1.01M +10,016 +196%
MWP
519
Meredith Wealth Planning
Illinois
$1.51M -$432K -4,299 -22%
EWM
520
Evolution Wealth Management
Florida
$1.49M +$1.48M +14,758 New
ACA
521
Affinity Capital Advisors
California
$1.48M +$1.47M +14,655 New
FM
522
Foster & Motley
Ohio
$1.47M -$1.03M -10,237 -41%
YIA
523
YHB Investment Advisors
Connecticut
$1.47M +$588K +5,850 +67%
RL
524
Retireful LLC
Michigan
$1.46M -$199K -1,980 -12%
WTC
525
WhitTier Trust Company
Nevada
$1.46M -$2.35M -23,403 -62%

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.