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iShares 0-3 Month Treasury Bond ETF
SGOV

991 hedge funds and large institutions have $16.8B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 427 increasing their positions, 338 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,022% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $987K

123% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 70

26% more repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 338

7% more funds holding

Funds holding: 922 → 991 (+69)

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$890M)

3% more funds holding in top 10

Funds holding in top 10: 150 → 155 (+5)

4.96% less ownership

Funds ownership: 34.17% → 29.22% (-5%)

Holders
991
Holders Change
+69
Holders Change %
+7.48%
% of All Funds
13.01%
Holding in Top 10
155
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.33%
% of All Funds
2.03%
New
156
Increased
427
Reduced
338
Closed
70
Calls
$11.1M
Puts
$987K
Net Calls
+$10.1M
Net Calls Change
+$9.71M

Top Buyers

1
PFM
Potomac Fund Management
Florida
+$336M
2
AWA
Aaron Wealth Advisors
Illinois
+$166M
3
GAG
GM Advisory Group
New York
+$137M
4
SAM
Synergy Asset Management
Washington
+$127M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$100M

Top Sellers

1
CAAM
Cornerstone Advisors Asset Management
Pennsylvania
-$1.02B
2
Ameriprise
Ameriprise
Minnesota
-$281M
3
CIA
Choate Investment Advisors
Massachusetts
-$171M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$113M
5
JP Morgan Chase
JP Morgan Chase
New York
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
GB
701
Goepper Burkhardt
South Carolina
$598K -$3.52K -35 -0.6%
EW
702
Element Wealth
Mississippi
$595K -$89.1K -886 -13%
KA
703
KDT Advisors
New York
$594K +$593K +5,900 New
TYCC
704
Texas Yale Capital Corp
Florida
$592K – – –
CCM
705
Canal Capital Management
Virginia
$592K +$591K +5,874 New
JWM
706
JFG Wealth Management
Colorado
$590K +$589K +5,859 New
FW
707
FullCircle Wealth
Texas
$590K +$1.01K +10 +0.2%
GI
708
GAMCO Investors
Connecticut
$589K +$588K +5,850 New
AIM
709
Advyzon Investment Management
Illinois
$583K +$253K +2,516 +77%
OAS
710
Optivise Advisory Services
Tennessee
$581K -$20.1K -200 -3%
IFS
711
Intelligent Financial Strategies
Minnesota
$580K +$579K +5,755 New
CFC
712
Coyle Financial Counsel
Illinois
$579K +$114K +1,133 +25%
EFS
713
Essex Financial Services
Connecticut
$578K -$455K -4,525 -44%
SMAM
714
Sugar Maple Asset Management
Wisconsin
$578K +$1.11K +11 +0.2%
LWL
715
Leo Wealth LLC
Texas
$570K +$569K +5,658 New
SWTS
716
Stonehaven Wealth & Tax Solutions
Wisconsin
$569K +$32.4K +322 +6%
CPIG
717
Chicago Partners Investment Group
Illinois
$567K +$51.9K +516 +10%
TSS
718
Two Sigma Securities
New York
$565K -$38.7K -385 -6%
SAIG
719
Semper Augustus Investments Group
Colorado
$560K -$258K -2,563 -32%
HA
720
Hanover Advisors
South Carolina
$556K -$5.03K -50 -0.9%
AWM
721
Accurate Wealth Management
Florida
$548K – – –
WWG
722
West Wealth Group
California
$548K -$39.2K -390 -7%
ATPW
723
Ashton Thomas Private Wealth
Arizona
$547K -$3.16M -31,429 -85%
NFG
724
Nations Financial Group
Iowa
$546K +$174K +1,734 +47%
SA
725
SPG Advisors
Washington
$545K +$107K +1,062 +24%
27 28
29
30 31

SGOV Hedge Fund Activity: Q3 2025 in Review

991 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q3 2025, worth a combined $16.8B — up 5.6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new SGOV positions and 70 closed out — a net gain of 86 holders — while 427 added to existing stakes and 338 trimmed.

The largest buyer was Potomac Fund Management, adding an estimated $336M. The largest seller was Cornerstone Advisors Asset Management, cutting an estimated $1.02B.

  • 991 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q3 2025, up from 922 in Q2 2025.
  • Funds reported $16.8B of iShares 0-3 Month Treasury Bond ETF stock for Q3 2025, up 5.6% quarter-over-quarter.
  • 156 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q3 2025 and 70 closed out, a net change of +86 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q3 2025 was Potomac Fund Management, an estimated $336M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q3 2025 was Cornerstone Advisors Asset Management, an estimated $1.02B sold.

Based on aggregated 13F filings for Q3 2025.