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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
GIM
601
Goelzer Investment Management
Indiana
$880K -$1.18M -11,689 -57%
RIL
602
Rothschild Investment LLC
Illinois
$877K -$1.03M -10,295 -54%
BSTWA
603
Blake Schutter Theil Wealth Advisors
Ohio
$871K
Bank Julius Baer & Co
604
Bank Julius Baer & Co
Switzerland
$866K -$1.22M -12,151 -59%
KWA
605
Kingswood Wealth Advisors
California
$861K -$1.83M -18,199 -68%
PFA
606
Pathway Financial Advisors
Vermont
$857K +$65.3K +650 +8%
CFS
607
Commonwealth Financial Services
West Virginia
$852K -$1.01M -10,096 -54%
TC
608
TownSquare Capital
Utah
$844K -$8.56M -85,118 -91%
PIM
609
Provident Investment Management
Michigan
$844K -$294K -2,920 -26%
WCM Investment Management
610
WCM Investment Management
California
$843K +$40.2K +400 +5%
DF
611
Dunhill Financial
United Kingdom
$842K +$393K +3,910 +88%
RPGK
612
Retirement Planning Group (Kansas)
Kansas
$838K -$228K -2,271 -21%
PPH
613
Pure Portfolios Holdings
Oregon
$837K +$7.34K +73 +0.9%
SAIG
614
Semper Augustus Investments Group
Colorado
$818K -$249K -2,472 -23%
MWA
615
Mills Wealth Advisors
Texas
$818K -$1.15M -11,452 -59%
RFN
616
RDA Financial Network
Iowa
$817K -$118K -1,170 -13%
AFG
617
Atomi Financial Group
New York
$815K -$7.14K -71 -0.9%
SIP
618
Sellwood Investment Partners
Oregon
$804K +$8.24K +82 +1%
CSC
619
Caldwell Sutter Capital
California
$803K +$317K +3,150 +65%
RP
620
Riverwater Partners
Wisconsin
$789K +$788K +7,840 New
APA
621
Astoria Portfolio Advisors
New York
$776K +$775K +7,712 New
VWM
622
Venturi Wealth Management
Texas
$775K -$1.81K -18 -0.2%
IA
623
IFG Advisors
Missouri
$764K -$96.7K -962 -11%
BMWM
624
Brown Miller Wealth Management
Virginia
$758K +$92.8K +923 +14%
IF
625
Intrua Financial
Texas
$756K -$936K -9,313 -55%

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.