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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
BFA
801
Beacon Financial Advisory
Ohio
$341K +$341K +3,390 New
AC
802
Addison Capital
Pennsylvania
$339K – – –
CCC
803
Cable Car Capital
California
$335K +$3.52K +35 +1%
ML
804
Mayport LLC
Massachusetts
$335K – – –
CA
805
Cannon Advisors
North Carolina
$333K -$60.9K -606 -15%
VA
806
Vident Advisory
Georgia
$333K +$24.9K +248 +8%
CFO
807
Capitol Family Office
Oregon
$331K -$302 -3 -0.1%
EM
808
ELCO Management
New York
$322K -$10.1K -100 -3%
TNBTD
809
Trustmark National Bank Trust Department
Mississippi
$322K +$321K +3,195 New
BFAG
810
Blackston Financial Advisory Group
Florida
$319K +$319K +3,172 New
YL
811
YCG LLC
Texas
$316K +$316K +3,138 New
OCM
812
Objective Capital Management
Ohio
$316K -$277K -2,751 -47%
SA
813
Sovran Advisors
California
$313K +$74.6K +742 +31%
ALWM
814
Andrews Lucia Wealth Management
California
$312K +$312K +3,100 New
MWP
815
Madison Wealth Partners
Wisconsin
$312K +$10.4K +103 +3%
LKBC
816
L.K. Benson & Company
Maryland
$310K +$61.3K +610 +25%
JCM
817
Jacobi Capital Management
Pennsylvania
$308K +$308K +3,061 New
DJFS
818
Dean Jacobson Financial Services
Texas
$308K – – –
MWA
819
MN Wealth Advisors
Kansas
$307K +$3.22K +32 +1%
CPA
820
Cardiff Park Advisors
California
$305K +$304K +3,025 New
WFS
821
Widmann Financial Services
Maryland
$302K – – –
NCM
822
Narwhal Capital Management
Georgia
$301K +$300K +2,988 New
YWM
823
Yukon Wealth Management
Kansas
$301K +$300K +2,987 New
WI
824
Westbourne Investments
Virginia
$292K +$292K +2,900 New
AO
825
Advisor OS
Illinois
$291K +$291K +2,895 New
31 32
33
34 35

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.