iShares 0-3 Month Treasury Bond ETF
SGOV
863 hedge funds and large institutions have $14.4B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 386 increasing their positions, 244 reducing their positions, and 62 closing their positions.
176% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 62
58% more repeat investments, than reductions
Existing positions increased: 386 | Existing positions reduced: 244
33% more capital invested
Capital invested by funds: $10.8B → $14.4B (+$3.6B)
13% more funds holding
Funds holding: 767 → 863 (+96)
11% more funds holding in top 10
Funds holding in top 10: 133 → 148 (+15)
1.33% more ownership
Funds ownership: 35.63% → 36.95% (+1.3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $5K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$703M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$556M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$324M |
| 4 |
LPL Financial
San Diego,
California
|
+$172M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$105M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$53.2M |
| 3 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
-$40.2M |
| 4 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$34M |
| 5 |
RAG
RIA Advisory Group
Des Moines,
Iowa
|
-$33.7M |
SGOV Hedge Fund Activity: Q1 2025 in Review
863 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q1 2025, worth a combined $14.4B — up 33% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new SGOV positions and 62 closed out — a net gain of 109 holders — while 386 added to existing stakes and 244 trimmed.
The largest buyer was Bank of America, adding an estimated $703M. The largest seller was Geneos Wealth Management, cutting an estimated $105M.
- 863 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q1 2025, up from 767 in Q4 2024.
- Funds reported $14.4B of iShares 0-3 Month Treasury Bond ETF stock for Q1 2025, up 33% quarter-over-quarter.
- 171 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q1 2025 and 62 closed out, a net change of +109 holders.
- The largest iShares 0-3 Month Treasury Bond ETF buyer in Q1 2025 was Bank of America, an estimated $703M added.
- The largest iShares 0-3 Month Treasury Bond ETF seller in Q1 2025 was Geneos Wealth Management, an estimated $105M sold.
Based on aggregated 13F filings for Q1 2025.