SGOV icon

iShares 0-3 Month Treasury Bond ETF

974 hedge funds and large institutions have $16.7B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 422 increasing their positions, 332 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $15.9B → $16.7B (+$828M)

4% more funds holding in top 10

Funds holding in top 10: 149155 (+6)

5.07% less ownership

Funds ownership: 34.19%29.12% (-5.1%)

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
155
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.1M
Puts
$987K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
876
Annis Gardner Whiting Capital Advisors
Florida
$205K
UCB
877
United Community Bank
South Carolina
$202K
HWP
878
Highline Wealth Partners
California
$202K
SWP
879
Summit Wealth Partners
Florida
$202K
NC
880
North Capital
Utah
$202K
SS
881
Sunbelt Securities
Texas
$201K
RP
882
Raelipskie Partnership
Ontario, Canada
$201K
WHC
883
Wulff, Hansen & Co
California
$201K
AWM
884
Aegis Wealth Management
Maryland
$201K
AIA
885
Armor Investment Advisors
North Carolina
$201K
FWP
886
Falcon Wealth Planning
California
$200K
MDA
887
Minot DeBlois Advisors
Massachusetts
$200K
DAL
888
Delta Accumulation LLC
California
$198K
GA
889
Guerra Advisors
Florida
$182K
SA
890
Seneschal Advisors
Washington
$181K
EDRH
891
Edmond de Rothschild Holding
Switzerland
$175K
CA
892
Cohalo Advisory
Washington
$172K
HIA
893
Harbor Investment Advisory
Maryland
$161K
AG
894
AmeriFlex Group
Nevada
$154K
FWM
895
FSA Wealth Management
Massachusetts
$151K
KFPC
896
KERR FINANCIAL PLANNING Corp
California
$150K
GPI
897
General Partner Inc
Pennsylvania
$141K
SIS
898
Sound Income Strategies
Florida
$136K
T
899
Transce3nd
Texas
$136K
ADL
900
Asset Dedication LLC
California
$136K