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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
AWM
51
Axxcess Wealth Management
California
$66.8M +$14.2M +140,932 +27%
HighTower Advisors
52
HighTower Advisors
Illinois
$66.3M +$29.8M +296,200 +82%
FHA
53
Flagship Harbor Advisors
Massachusetts
$65M +$19M +189,236 +41%
SFA
54
Sequoia Financial Advisors
Ohio
$64.6M -$4.08M -40,550 -6%
RCM
55
Ridgepath Capital Management
Tennessee
$64.3M +$13.7M +136,034 +27%
ACM
56
Aspen Capital Management
Idaho
$64M +$10.3M +102,600 +19%
FFA
57
Farther Finance Advisors
California
$63.5M +$8.51M +84,653 +15%
TAM
58
Titleist Asset Management
Texas
$63.3M -$21.4M -212,559 -25%
ACM
59
Avos Capital Management
Washington
$62.2M -$3.52M -35,015 -5%
MA
60
MONECO Advisors
Connecticut
$61.3M +$7.13M +70,973 +13%
ODIJL
61
One Day In July LLC
Vermont
$57.3M -$36.3K -361 -0.1%
PCM
62
Punch Card Management
Florida
$57M -$1.52M -15,100 -3%
AC
63
Arjuna Capital
North Carolina
$55.5M +$6.54M +65,059 +13%
DFG
64
Dynamic Financial Group
Iowa
$54.2M -$2.23M -22,180 -4%
SWM
65
Selective Wealth Management
Virginia
$53.2M +$17.4M +172,670 +48%
T. Rowe Price Investment Management
66
T. Rowe Price Investment Management
Maryland
$52.3M +$26.3M +261,711 +102%
PRP
67
Peak Retirement Planning
Ohio
$52.1M +$26.5M +263,155 +103%
DADC
68
D.A. Davidson & Co
Montana
$51.2M +$51.1M +508,187 New
TF
69
TLWM Financial
Texas
$48.8M +$48.7M +484,569 New
Wealthfront Advisers
70
Wealthfront Advisers
California
$47.8M +$20.4M +202,620 +75%
BlackRock
71
BlackRock
New York
$46.2M -$10.3M -102,254 -18%
SAM
72
Synergy Asset Management
Washington
$44.3M +$960K +9,553 +2%
BFG
73
Bleakley Financial Group
New Jersey
$44.1M -$15.3M -152,245 -26%
Creative Planning
74
Creative Planning
Kansas
$42.9M -$3.79M -37,707 -8%
RCA
75
Resonant Capital Advisors
Wisconsin
$42.1M -$13.3M -132,177 -24%

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.