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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
BDFN
826
Bond & Devick Financial Network
Minnesota
$207K
MW
827
Maia Wealth
Colorado
$207K -$247K -2,457 -55%
CWA
828
Consilium Wealth Advisory
Texas
$204K +$203K +2,022 New
UCB
829
United Community Bank
South Carolina
$202K
SWP
830
Summit Wealth Partners
Florida
$202K -$19K -189 -9%
RP
831
Raelipskie Partnership
Ontario, Canada
$201K
NC
832
North Capital
Utah
$201K
SFPG
833
Stonebridge Financial Planning Group
Florida
$201K
RG
834
Rathbones Group
United Kingdom
$201K +$201K +2,000 New
WHC
835
Wulff, Hansen & Co
California
$201K +$201K +2,000 New
AIA
836
Armor Investment Advisors
North Carolina
$201K
QCMNJ
837
Quantum Capital Management (New Jersey)
New Jersey
$200K -$83.6K -832 -29%
FWP
838
Falcon Wealth Planning
California
$200K +$200K +1,988 New
DAL
839
Delta Accumulation LLC
California
$198K -$89.6K -891 -31%
CAM
840
Costello Asset Management
Pennsylvania
$197K +$35.6K +354 +22%
PPC
841
Park Place Capital
Alabama
$183K +$32.1K +319 +21%
CA
842
Cohalo Advisory
Washington
$178K -$95K -945 -35%
BGAI
843
Bruce G. Allen Investments
Colorado
$176K -$38.3K -381 -18%
EDRH
844
Edmond de Rothschild Holding
Switzerland
$175K -$1.58M -15,726 -90%
HIA
845
Harbor Investment Advisory
Maryland
$161K -$4.72K -47 -3%
SIS
846
Sound Income Strategies
Florida
$154K -$2.02M -20,122 -93%
FWM
847
FSA Wealth Management
Massachusetts
$151K +$151K +1,500 New
DMIC
848
Dixon Mitchell Investment Counsel
British Columbia, Canada
$148K
ADL
849
Asset Dedication LLC
California
$147K -$35.5K -353 -19%
GPI
850
General Partner Inc
Pennsylvania
$141K

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.