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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
SAM
851
S.A. Mason
Michigan
$119K +$119K +1,184 New
RF
852
Rossby Financial
Florida
$117K +$15.4K +153 +15%
AGWCA
853
Annis Gardner Whiting Capital Advisors
Florida
$111K -$97.2K -967 -47%
CFD
854
Creative Financial Designs
Indiana
$111K +$905 +9 +0.8%
SCA
855
Stuart Chaussee & Associates
California
$101K
CAM
856
Creekmur Asset Management
Illinois
$100K +$9.75K +97 +11%
CAL
857
Capital Analysts LLC
Pennsylvania
$95K -$1.71K -17 -2%
SWM
858
Spire Wealth Management
Virginia
$89.6K -$95.3K -948 -52%
KPP
859
Kings Path Partners
Texas
$84.2K -$704 -7 -0.8%
KA
860
Kozak & Associates
Colorado
$81.1K +$804 +8 +1%
RF
861
Robinswood Financial
Washington
$79K
FMP
862
Financial Management Professionals
Texas
$75.5K
ICCON
863
Investment Counsel Company of Nevada
Nevada
$75K +$804 +8 +1%
CAM
864
Clarity Asset Management
Iowa
$72.2K +$72.1K +717 New
BOJHT
865
Bank of Jackson Hole Trust
Wyoming
$70.5K
DI
866
DAGCO Inc
Ohio
$70.3K +$70.2K +698 New
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.4K -$87.1K -866 -56%
SFCL
868
Strengthening Families & Communities LLC
Massachusetts
$68.8K +$704 +7 +1%
AG
869
AmeriFlex Group
Nevada
$63K +$50.3K +500 +397%
ME
870
McIlrath & Eck
Washington
$57.4K +$3.32K +33 +6%
CA
871
Crewe Advisors
Utah
$56.6K +$56.5K +562 New
LFG
872
Larson Financial Group
Missouri
$55K -$180K -1,786 -77%
PPA
873
Painted Porch Advisors
California
$53.1K
CIM
874
Contravisory Investment Management
Massachusetts
$52.7K
KWM
875
Kiker Wealth Management
Georgia
$52.2K

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.