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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
TCCM
776
Timber Creek Capital Management
Massachusetts
$383K -$5.43K -54 -1%
MSFS
777
Main Street Financial Solutions
Pennsylvania
$383K – – –
GSAM
778
Grant Street Asset Management
Pennsylvania
$383K +$382K +3,800 New
RPA
779
Rock Point Advisors
Vermont
$379K +$378K +3,759 New
DAS
780
Dynamic Advisor Solutions
Arizona
$376K -$97.1K -966 -21%
WWM
781
WT Wealth Management
Arizona
$376K -$603 -6 -0.2%
MCA
782
MSH Capital Advisors
Arizona
$373K +$372K +3,700 New
NCM
783
New Capital Management
Texas
$369K -$31.6K -314 -8%
IAS
784
Integrity Advisory Solutions
Texas
$368K +$367K +3,652 New
M1FG
785
Mach-1 Financial Group
Arkansas
$368K +$367K +3,652 New
NA
786
Note Advisors
New York
$366K – – –
CWM
787
Cedar Wealth Management
California
$366K +$365K +3,632 New
AAA
788
American Alpha Advisors
New York
$365K -$3.43M -34,124 -90%
PP
789
Pacifica Partners
Canada
$361K +$121K +1,200 +50%
FCH
790
Freestone Capital Holdings
Washington
$359K +$30.6K +304 +9%
AWM
791
Apollon Wealth Management
South Carolina
$359K +$136K +1,348 +61%
JWM
792
Jessup Wealth Management
Ohio
$358K -$44.6K -444 -11%
DCM
793
Donaldson Capital Management
Indiana
$356K -$10.3K -102 -3%
HR
794
Howe & Rusling
New York
$355K +$355K +3,529 New
LWA
795
Ledgewood Wealth Advisors
New Hampshire
$351K +$350K +3,485 New
NEWAS
796
N.E.W. Advisory Services
Wisconsin
$350K -$587K -5,839 -63%
SFWA
797
Summit Financial Wealth Advisors
Louisiana
$349K – – –
RIA
798
Retirement Investment Advisors
Oklahoma
$348K -$3.92K -39 -1%
FIC
799
Family Investment Center
Missouri
$348K +$56.2K +559 +19%
LA
800
LVW Advisors
New York
$343K +$343K +3,409 New
30 31
32
33 34

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.