We are live on ! Find out more
SGOV icon

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
BWM
751
BankPlus Wealth Management
Mississippi
$465K -$244K -2,430 -34%
WCFA
752
Walkner Condon Financial Advisors
Wisconsin
$462K -$125K -1,245 -21%
SF
753
Synovus Financial
Georgia
$460K -$12.6K -125 -3%
TPA
754
Trivium Point Advisory
Connecticut
$452K +$14.5K +144 +3%
IFWM
755
Institute for Wealth Management
Colorado
$437K +$104K +1,034 +31%
FWWM
756
Fiscal Wisdom Wealth Management
Connecticut
$434K +$434K +4,316 New
Fidelity Investments
757
Fidelity Investments
Massachusetts
$431K -$47.9K -476 -10%
OAJ
758
Ogorek Anthony Joseph
New York
$423K -$603 -6 -0.1%
KFG
759
Kingdom Financial Group
Arizona
$423K +$422K +4,196 New
DWM
760
Destination Wealth Management
California
$421K -$106K -1,059 -20%
BFA
761
Bragg Financial Advisors
North Carolina
$418K -$118K -1,178 -22%
TCFP
762
Treasure Coast Financial Planning
Florida
$417K – – –
National Bank of Canada
763
National Bank of Canada
Quebec, Canada
$417K +$208K +2,064 +100%
OBWG
764
Onyx Bridge Wealth Group
New York
$411K +$411K +4,085 New
WCG
765
Weaver Consulting Group
California
$405K +$13.9K +138 +4%
LWM
766
LJI Wealth Management
Indiana
$403K +$402K +4,000 New
AWS
767
Arkfeld Wealth Strategies
Nebraska
$402K +$2.92K +29 +0.7%
CGA
768
Compound Global Advisors
Washington
$400K +$400K +3,977 New
IG
769
IFS Group
Pennsylvania
$399K +$400K +3,976 New
JF
770
Jump Financial
Illinois
$398K +$397K +3,949 New
Bank Julius Baer & Co
771
Bank Julius Baer & Co
Switzerland
$393K -$472K -4,699 -55%
GIM
772
Guild Investment Management
California
$393K – – –
CAG
773
Cypress Advisory Group
Arizona
$393K +$392K +3,900 New
NCM
774
Northland Capital Management
Minnesota
$392K +$47.3K +470 +14%
MIH
775
Meitav Investment House
Israel
$391K -$297K -2,958 -43%
29 30
31
32 33

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.