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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
BFC
826
Bedel Financial Consulting
Indiana
$289K -$33K -328 -10%
FFC
827
Frederick Financial Consultants
Maryland
$288K +$288K +2,863 New
NHC
828
Nicholas Hoffman & Company
Georgia
$288K -$907K -9,017 -76%
GCM
829
Gables Capital Management
Florida
$287K +$287K +2,854 New
SWM
830
SeaCrest Wealth Management
New York
$287K -$85.7K -852 -23%
SWM
831
SilverOak Wealth Management
Minnesota
$285K +$70.8K +704 +33%
SM
832
Sweeney & Michel
California
$284K +$5.63K +56 +2%
MCWS
833
McKinley Carter Wealth Services
West Virginia
$284K +$283K +2,816 New
AM
834
AGF Management
Ontario, Canada
$283K +$72.4K +720 +34%
MCM
835
Morton Capital Management
California
$279K +$45.2K +450 +19%
DG
836
DMC Group
Alabama
$278K +$65.9K +655 +31%
FHC
837
First Heartland Consultants
Missouri
$275K +$275K +2,732 New
BCM
838
Becker Capital Management
Oregon
$272K +$272K +2,706 New
RCG
839
Regatta Capital Group
California
$271K +$271K +2,695 New
JSSH
840
J. Safra Sarasin Holding
$271K +$271K +2,694 New
SFP
841
Sandbox Financial Partners
Maryland
$267K -$3.72K -37 -1%
QP
842
Quartz Partners
New York
$267K +$266K +2,650 New
GPWM
843
Grant Private Wealth Management
California
$260K +$259K +2,580 New
CWA
844
Consilium Wealth Advisory
Texas
$258K +$53.9K +536 +27%
LAS
845
LWM Advisory Services
Florida
$254K -$248K -2,470 -49%
I
846
IMPACTfolio
Colorado
$254K +$2.71K +27 +1%
VFA
847
Valeo Financial Advisors
Indiana
$253K +$252K +2,511 New
TCM
848
Tran Capital Management
California
$252K +$251K +2,500 New
LWMI
849
Legacy Wealth Management (Idaho)
Idaho
$251K -$90.2K -897 -26%
GM
850
GeoWealth Management
Illinois
$250K -$2.51K -25 -1%
32 33
34
35 36

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.