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
Kayne Anderson Rudnick Investment Management
551
Kayne Anderson Rudnick Investment Management
California
$1.17M -$441K -4,383 -27%
PTC
552
Private Trust Company
Ohio
$1.15M +$185K +1,843 +19%
PP
553
Prosperity Planning
Missouri
$1.15M
SOS
554
Silver Oak Securities
Tennessee
$1.14M +$30.6K +304 +3%
EP
555
Essential Partners
California
$1.13M +$1.13M +11,261 New
WC
556
Waterloo Capital
Texas
$1.13M +$383K +3,814 +51%
ATC
557
Argent Trust Co
Tennessee
$1.13M -$61.7K -614 -5%
SWA
558
Serenus Wealth Advisors
California
$1.12M +$5.43K +54 +0.5%
FAB
559
First American Bank
Illinois
$1.12M +$310K +3,080 +38%
CI
560
CPR Investments
Michigan
$1.12M -$675K -6,714 -38%
OPWM
561
Oakwell Private Wealth Management
Texas
$1.11M +$1.11M +11,063 New
Pathstone Holdings
562
Pathstone Holdings
New Jersey
$1.11M -$3.28M -32,609 -75%
FWM
563
Fortress Wealth Management
California
$1.1M +$89.5K +890 +9%
W
564
Wealthquest
Ohio
$1.08M +$46.3K +461 +4%
EMC
565
Everest Management Corp
California
$1.08M +$1.08M +10,750 New
BAM
566
Bayshore Asset Management
Florida
$1.08M -$56.9K -566 -5%
JIP
567
Jaffetilchin Investment Partners
Florida
$1.08M -$3.12K -31 -0.3%
FAG
568
Fortitude Advisory Group
Washington
$1.08M +$9.05K +90 +0.8%
VBFG
569
Vishria Bird Financial Group
Tennessee
$1.08M -$90K -895 -8%
PNC Financial Services Group
570
PNC Financial Services Group
Pennsylvania
$1.07M +$53.8K +535 +5%
ECA
571
Elevated Capital Advisors
Utah
$1.07M
BSSFA
572
Baron Silver Stevens Financial Advisors
Florida
$1.05M +$543K +5,397 +107%
LK
573
Lumbard & Kellner
New Hampshire
$1.05M -$168K -1,671 -14%
IWM
574
IHT Wealth Management
Illinois
$1.04M +$1.03M +10,287 New
EFS
575
Essex Financial Services
Connecticut
$1.03M +$177K +1,764 +21%

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.