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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
FFM
776
Forum Financial Management
Illinois
$299K +$299K +2,971 New
FIC
777
Family Investment Center
Missouri
$291K -$77.3K -769 -21%
QCM
778
Quantinno Capital Management
New York
$282K -$1.5M -14,914 -84%
SM
779
Sweeney & Michel
California
$279K -$29.1K -289 -9%
1WM
780
1858 Wealth Management
Ohio
$278K -$60.6K -603 -18%
IA
781
Insight Advisors
Pennsylvania
$278K -$3.62K -36 -1%
PA
782
Probity Advisors
Texas
$274K -$513K -5,100 -65%
WWM
783
Western Wealth Management
Colorado
$272K +$272K +2,706 New
SFP
784
Sandbox Financial Partners
Maryland
$271K -$8.11M -80,646 -97%
MFT
785
Moisand Fitzgerald Tamayo
Florida
$267K -$133K -1,327 -33%
CA
786
Continuum Advisory
Idaho
$266K
SA
787
Scarborough Advisors
Maryland
$264K +$264K +2,622 New
SS
788
Sunbelt Securities
Texas
$264K +$14.3K +142 +6%
OC
789
Oarsman Capital
Wisconsin
$257K -$199K -1,983 -44%
WCP
790
Wealthcare Capital Partners
Pennsylvania
$257K +$42K +418 +20%
VCM
791
Virtue Capital Management
Tennessee
$257K -$32K -318 -11%
IFA
792
Index Fund Advisors
California
$255K +$7.74K +77 +3%
GM
793
GeoWealth Management
Illinois
$253K +$128K +1,269 +102%
AG
794
AlTi Global
New York
$252K -$241K -2,395 -49%
I
795
IMPACTfolio
Colorado
$251K +$250K +2,491 New
BWA
796
Bordeaux Wealth Advisors
California
$251K +$250K +2,490 New
RWM
797
Rockwood Wealth Management
Pennsylvania
$251K
CPRC
798
Consolidated Portfolio Review Corp
New York
$250K +$249K +2,480 New
LKBC
799
L.K. Benson & Company
Maryland
$248K +$248K +2,468 New
FGG
800
Financial Guidance Group
Florida
$247K +$246K +2,450 New

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.