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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
Thrivent Financial for Lutherans
676
Thrivent Financial for Lutherans
Minnesota
$559K -$13.2M -131,778 -96%
RCM
677
Regency Capital Management
Hawaii
$551K -$1.14M -11,325 -67%
AWM
678
Accurate Wealth Management
Florida
$548K -$38.2K -380 -7%
BFA
679
Bragg Financial Advisors
North Carolina
$536K +$535K +5,326 New
SWTS
680
Stonehaven Wealth & Tax Solutions
Wisconsin
$536K +$535K +5,325 New
SRC
681
Shufro Rose & Co
New York
$536K
AFS
682
Access Financial Services
Minnesota
$532K +$102K +1,012 +24%
DWM
683
Destination Wealth Management
California
$527K -$6.07M -60,398 -92%
BA
684
Bristlecone Advisors
Washington
$518K +$61.5K +612 +14%
Empower Advisory Group
685
Empower Advisory Group
Colorado
$516K
CPIG
686
Chicago Partners Investment Group
Illinois
$515K +$17.5K +174 +4%
FGWP
687
Founders Grove Wealth Partners
Virginia
$514K -$270K -2,681 -34%
SJL
688
Shayne & Jacobs LLC
Tennessee
$514K
ACP
689
Argyle Capital Partners
California
$510K +$241K +2,400 +90%
DFG
690
Demars Financial Group
Washington
$510K +$510K +5,069 New
PA
691
Perennial Advisors
New York
$505K +$504K +5,014 New
BIG
692
Boothe Investment Group
Delaware
$503K
LAS
693
LWM Advisory Services
Florida
$503K -$187K -1,859 -27%
Polen Capital Management
694
Polen Capital Management
Florida
$501K -$1.84M -18,327 -79%
MCC
695
Money Concepts Capital
Florida
$495K +$494K +4,916 New
SAM
696
Strategy Asset Managers
California
$493K +$493K +4,901 New
CCA
697
Clarity Capital Advisors
Florida
$487K +$486K +4,834 New
RWP
698
RWA Wealth Partners
Massachusetts
$486K +$44.4K +442 +10%
AWM
699
Angeles Wealth Management
California
$481K +$480K +4,774 New
Fidelity Investments
700
Fidelity Investments
Massachusetts
$479K +$334K +3,327 +233%

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.