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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
LIS
751
Legacy Investment Solutions
Idaho
$341K +$340K +3,386 New
AWM
752
Able Wealth Management
New Jersey
$341K +$90.3K +898 +36%
AC
753
Addison Capital
Pennsylvania
$339K +$19K +189 +6%
ML
754
Mayport LLC
Massachusetts
$335K +$20.1K +200 +6%
SWA
755
Sax Wealth Advisors
New Jersey
$334K -$247K -2,461 -43%
PFA
756
Petra Financial Advisors
Colorado
$334K -$91.8K -913 -22%
IFWM
757
Institute for Wealth Management
Colorado
$333K +$74K +736 +29%
WP
758
WealthPLAN Partners
Nebraska
$332K +$72.3K +719 +28%
EM
759
ELCO Management
New York
$332K
CCC
760
Cable Car Capital
California
$331K +$3.42K +34 +1%
CFO
761
Capitol Family Office
Oregon
$331K +$4.22K +42 +1%
RF
762
RHS Financial
California
$331K +$96.7K +962 +41%
AIM
763
Advyzon Investment Management
Illinois
$330K +$40K +398 +14%
FCH
764
Freestone Capital Holdings
Washington
$329K -$3.62K -36 -1%
WANY
765
Wealthspire Advisors (New York)
New York
$329K +$72.4K +720 +28%
TRCT
766
Tower Research Capital (TRC)
New York
$322K -$2.54M -25,290 -89%
BFC
767
Bedel Financial Consulting
Indiana
$322K +$321K +3,195 New
UIA
768
Ulland Investment Advisors
Minnesota
$313K +$298K +2,960 +1,947%
OLVIG
769
Oliver Lagore Vanvalin Investment Group
Michigan
$309K +$309K +3,071 New
VA
770
Vident Advisory
Georgia
$308K +$79.8K +794 +35%
DJFS
771
Dean Jacobson Financial Services
Texas
$308K +$308K +3,060 New
MWA
772
MN Wealth Advisors
Kansas
$304K -$3.52M -35,011 -92%
WFS
773
Widmann Financial Services
Maryland
$302K +$80.4K +800 +36%
PCM
774
PenderFund Capital Management
British Columbia, Canada
$302K +$302K +3,000 New
MWP
775
Madison Wealth Partners
Wisconsin
$301K +$81.4K +810 +37%

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.