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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
AWS
726
Arkfeld Wealth Strategies
Nebraska
$399K +$4.12K +41 +1%
BIG
727
Brookwood Investment Group
Arizona
$399K -$63.9K -636 -14%
CA
728
Cannon Advisors
North Carolina
$395K -$503 -5 -0.1%
GIM
729
Guild Investment Management
California
$393K
WCG
730
Weaver Consulting Group
California
$391K +$10.3K +102 +3%
TCCM
731
Timber Creek Capital Management
Massachusetts
$388K +$36.2K +360 +10%
NI
732
NDVR Inc
Massachusetts
$383K +$382K +3,801 New
MSFS
733
Main Street Financial Solutions
Pennsylvania
$383K
ERIC
734
Eagle Rock Investment Company
Georgia
$378K -$101K -1,000 -21%
IA
735
Inspire Advisors
Idaho
$377K +$376K +3,744 New
WWM
736
WT Wealth Management
Arizona
$377K +$4.12K +41 +1%
SWM
737
SeaCrest Wealth Management
New York
$373K +$68K +676 +22%
NFG
738
Nations Financial Group
Iowa
$372K +$371K +3,692 New
DCM
739
Donaldson Capital Management
Indiana
$366K
NA
740
Note Advisors
New York
$366K
MWM
741
Modern Wealth Management
Kansas
$364K -$200K -1,993 -36%
VT
742
Vise Technologies
New York
$361K +$360K +3,581 New
AA
743
Ancora Advisors
Ohio
$360K +$272K +2,708 +311%
RIA
744
Retirement Investment Advisors
Oklahoma
$352K -$4.83K -48 -1%
SFWA
745
Summit Financial Wealth Advisors
Louisiana
$350K -$80.4K -800 -19%
HWP
746
Highline Wealth Partners
California
$350K -$24K -239 -6%
IA
747
IFP Advisors
Florida
$348K -$79K -786 -19%
NCM
748
Northland Capital Management
Minnesota
$344K +$42.2K +420 +14%
TCWM
749
Total Clarity Wealth Management
Illinois
$342K +$341K +3,394 New
LWMI
750
Legacy Wealth Management (Idaho)
Idaho
$341K +$154K +1,530 +82%

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.