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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
CW
701
CreativeOne Wealth
Kansas
$478K +$120K +1,190 +33%
MSAM
702
Moloney Securities Asset Management
Missouri
$477K +$152K +1,515 +47%
DAS
703
Dynamic Advisor Solutions
Arizona
$474K -$110K -1,092 -19%
SF
704
Synovus Financial
Georgia
$473K +$17.5K +174 +4%
PS
705
Portfolio Strategies
New York
$468K +$8.54K +85 +2%
CFC
706
Coyle Financial Counsel
Illinois
$465K +$135K +1,341 +41%
GP
707
Greenline Partners
New York
$464K -$5.56M -55,273 -92%
GIA
708
Gladstone Institutional Advisory
Florida
$457K -$81.9K -815 -15%
DE
709
Diversified Enterprises
Delaware
$454K -$34.7K -345 -7%
NW
710
NewEdge Wealth
Pennsylvania
$450K +$451K +4,482 New
GIA
711
GHP Investment Advisors
Colorado
$449K +$247K +2,458 +123%
AW
712
Alaethes Wealth
Nevada
$443K +$442K +4,400 New
TPA
713
Trivium Point Advisory
Connecticut
$438K +$437K +4,347 New
SA
714
SPG Advisors
Washington
$438K +$437K +4,346 New
AWM
715
Avior Wealth Management
Nebraska
$426K +$86.7K +862 +26%
OAJ
716
Ogorek Anthony Joseph
New York
$424K -$17.2K -171 -4%
LC
717
Landaas & Company
Wisconsin
$419K +$90.1K +896 +27%
TCFP
718
Treasure Coast Financial Planning
Florida
$417K
LWM
719
Luminvest Wealth Management
Arizona
$414K +$54.3K +540 +15%
PCS
720
Private Client Services
Kentucky
$411K +$410K +4,078 New
NP
721
Nilsine Partners
Colorado
$409K +$409K +4,066 New
Koshinski Asset Management
722
Koshinski Asset Management
Illinois
$409K +$185K +1,839 +83%
WP
723
Westmount Partners
California
$404K +$403K +4,008 New
JWM
724
Jessup Wealth Management
Ohio
$402K -$2.51K -25 -0.6%
NCM
725
New Capital Management
Texas
$401K -$83.5K -831 -17%

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.