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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
AQR Capital Management
526
AQR Capital Management
Connecticut
$1.45M +$1.24M +12,329 +601%
GLA
527
Good Life Advisors
Pennsylvania
$1.45M +$226K +2,245 +19%
Millennium Management
528
Millennium Management
New York
$1.4M -$40.7M -405,353 -97%
TCM
529
Triumph Capital Management
Colorado
$1.38M +$763K +7,595 +123%
AWA
530
Arkadios Wealth Advisors
Georgia
$1.38M +$993K +9,883 +259%
AF
531
Advisornet Financial
Minnesota
$1.36M +$670K +6,663 +98%
EA
532
Emerald Advisors
Washington
$1.33M -$250K -2,490 -16%
SKK
533
Shepherd Kaplan Krochuk
Massachusetts
$1.33M -$439K -4,370 -25%
PWM
534
Partners Wealth Management
California
$1.31M
LFAS
535
Level Four Advisory Services
Texas
$1.29M +$591K +5,878 +85%
GP
536
Geneva Partners
Wisconsin
$1.28M +$234K +2,328 +22%
CBT
537
Crews Bank & Trust
Florida
$1.28M -$170K -1,690 -12%
IWN
538
Independent Wealth Network
Iowa
$1.27M -$52.9K -526 -4%
VFA
539
Values First Advisors
Tennessee
$1.26M -$20.9K -208 -2%
BMM
540
Berkshire Money Management
Massachusetts
$1.26M +$866K +8,618 +222%
RFC
541
Regions Financial Corp
Alabama
$1.24M +$993K +9,878 +413%
RCS
542
Retirement Capital Strategies
California
$1.23M -$8.28M -82,348 -87%
CA
543
CoreCap Advisors
Michigan
$1.23M +$138K +1,373 +13%
SAM
544
Secure Asset Management
Michigan
$1.23M +$1.22M +12,184 New
CL
545
Choreo LLC
Illinois
$1.22M +$115K +1,145 +10%
NHC
546
Nicholas Hoffman & Company
Georgia
$1.2M -$696K -6,923 -37%
AWG
547
Altus Wealth Group
Colorado
$1.19M +$414K +4,122 +53%
BCI
548
Blue Capital Inc
Nebraska
$1.19M +$1.18M +11,780 New
Fisher Asset Management
549
Fisher Asset Management
Washington
$1.18M +$780K +7,763 +197%
SL
550
Salomon & Ludwin
Virginia
$1.17M -$258K -2,564 -18%

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.