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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
LSIA
851
LaSalle St. Investment Advisors
Illinois
$250K +$250K +2,491 New
MSAM
852
Moloney Securities Asset Management
Missouri
$247K -$229K -2,281 -48%
Bessemer Group
853
Bessemer Group
New Jersey
$247K +$247K +2,455 New
FGG
854
Financial Guidance Group
Florida
$247K – – –
USCWA
855
U.S. Capital Wealth Advisors
Texas
$247K +$246K +2,449 New
VAS
856
Vestmark Advisory Solutions
Massachusetts
$240K +$240K +2,387 New
MYIA
857
Mount Yale Investment Advisors
Colorado
$240K +$240K +2,387 New
GWANC
858
Guardian Wealth Advisors (North Carolina)
North Carolina
$239K +$239K +2,372 New
RWP
859
RWA Wealth Partners
Massachusetts
$237K -$248K -2,471 -51%
FDCDDQ
860
Federation des caisses Desjardins du Quebec
Quebec, Canada
$234K +$12.1K +120 +5%
LI
861
LifeWealth Investments
Florida
$232K +$232K +2,303 New
CFO
862
Collective Family Office
Pennsylvania
$231K +$231K +2,298 New
FEG
863
Fund Evaluation Group
Ohio
$230K +$230K +2,287 New
SWA
864
Sightline Wealth Advisors
Connecticut
$229K +$2.41K +24 +1%
QCMNJ
865
Quantum Capital Management (New Jersey)
New Jersey
$227K +$26.1K +260 +13%
AAS
866
Annex Advisory Services
Wisconsin
$225K +$225K +2,238 New
FGWP
867
Founders Grove Wealth Partners
Virginia
$225K -$288K -2,866 -56%
RW
868
Ridgeline Wealth
Arizona
$225K – – –
FFN
869
Focus Financial Network
Minnesota
$225K +$225K +2,233 New
FHB
870
First Hawaiian Bank
Hawaii
$224K – – –
NG
871
Northstar Group
New York
$223K -$23.8K -237 -10%
EF
872
Exeter Financial
Arizona
$221K – – –
TWP
873
Triad Wealth Partners
Kansas
$219K +$219K +2,179 New
BIG
874
Brookwood Investment Group
Arizona
$217K -$181K -1,805 -46%
SAM
875
Seelaus Asset Management
New Jersey
$217K – – –
33 34
35
36 37

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.