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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
I
651
INVST
Indiana
$632K +$631K +6,279 New
FF
652
Finley Financial
Nevada
$631K +$630K +6,270 New
ZF
653
Zhang Financial
Michigan
$615K +$106K +1,050 +21%
OSAM
654
O'Shaughnessy Asset Management
Connecticut
$611K -$1.43M -14,227 -70%
EWM
655
Empirical Wealth Management
Washington
$609K -$20.1K -200 -3%
NWWA
656
New Wave Wealth Advisors
Arkansas
$607K +$106K +1,057 +21%
DF
657
DecisionPoint Financial
Arizona
$606K +$6.03K +60 +1%
TSS
658
Two Sigma Securities
New York
$604K -$2.12M -21,056 -78%
GB
659
Goepper Burkhardt
South Carolina
$602K -$12.5K -124 -2%
OAS
660
Optivise Advisory Services
Tennessee
$601K -$6.53K -65 -1%
OCM
661
Objective Capital Management
Ohio
$593K +$592K +5,886 New
TYCC
662
Texas Yale Capital Corp
Florida
$592K -$3.02M -30,050 -84%
CAL
663
Capital Advisors Ltd
Ohio
$591K +$79.9K +795 +16%
FW
664
FullCircle Wealth
Texas
$589K
WWM
665
Whalen Wealth Management
Nevada
$588K -$704 -7 -0.1%
WCFA
666
Walkner Condon Financial Advisors
Wisconsin
$587K -$50.3K -500 -8%
WWG
667
West Wealth Group
California
$586K +$274K +2,729 +88%
RFA
668
Resurgent Financial Advisors
Georgia
$579K +$578K +5,746 New
SMAM
669
Sugar Maple Asset Management
Wisconsin
$577K +$326K +3,243 +131%
EAM
670
Evanson Asset Management
California
$574K +$85.1K +847 +17%
TIP
671
Tandem Investment Partners
New Jersey
$571K +$118K +1,169 +26%
GG
672
Greenwood Gearhart
Arkansas
$569K
CCA
673
Clearwater Capital Advisors
Illinois
$561K -$45.7K -455 -8%
HA
674
Hanover Advisors
South Carolina
$561K +$5.03K +50 +0.9%
EIA
675
Eldridge Investment Advisors
New Hampshire
$560K -$171K -1,705 -23%

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.