We are live on ! Find out more
SGOV icon

iShares 0-3 Month Treasury Bond ETF

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: 922991 (+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: 150155 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
51
Titleist Asset Management
Texas
$74.7M +$11.4M +112,960 +18%
SWM
52
Selective Wealth Management
Virginia
$74.1M +$20.9M +208,145 +39%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$73.3M +$344K +3,417 +0.5%
BlackRock
54
BlackRock
New York
$72.8M +$26.5M +263,406 +57%
ACM
55
Advisors Capital Management
New Jersey
$71.2M -$22.5M -223,757 -24%
AWM
56
Axxcess Wealth Management
California
$68.4M +$1.61M +15,998 +2%
ACM
57
Aspen Capital Management
Idaho
$68.3M +$4.32M +42,924 +7%
SCM
58
Sollinda Capital Management
Florida
$68.3M -$2.4M -23,846 -3%
HighTower Advisors
59
HighTower Advisors
Illinois
$67.7M +$1.4M +13,937 +2%
MA
60
MONECO Advisors
Connecticut
$67.1M +$5.77M +57,415 +9%
ACM
61
Avos Capital Management
Washington
$65.8M +$3.57M +35,523 +6%
RCM
62
Ridgepath Capital Management
Tennessee
$65.2M +$858K +8,534 +1%
DFG
63
Dynamic Financial Group
Iowa
$61.5M +$7.35M +73,074 +14%
FHA
64
Flagship Harbor Advisors
Massachusetts
$60M -$5.02M -49,930 -8%
PCM
65
Punch Card Management
Florida
$57M
DADC
66
D.A. Davidson & Co
Montana
$55.1M +$3.9M +38,768 +8%
EIC
67
Equity Investment Corp
Georgia
$54.7M -$37.5M -372,702 -41%
MG
68
Marex Group
$52.9M +$52.8M +524,860 New
PRP
69
Peak Retirement Planning
Ohio
$52.8M +$683K +6,788 +1%
AC
70
Arjuna Capital
North Carolina
$52M -$3.43M -34,137 -6%
AWM
71
AE Wealth Management
Kansas
$50.7M +$42.4M +421,252 +513%
Wealthfront Advisers
72
Wealthfront Advisers
California
$50.5M +$2.74M +27,267 +6%
BFG
73
Bleakley Financial Group
New Jersey
$50.4M +$6.35M +63,112 +14%
MML Investors Services
74
MML Investors Services
Massachusetts
$49.6M +$8.3M +82,497 +20%
TF
75
TLWM Financial
Texas
$49.1M +$334K +3,320 +0.7%