We are live on ! Find out more
SGOV icon

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
LI
876
LRI Investments
Florida
$42.3K -$82.2K -818 -66%
GBT
877
Grove Bank & Trust
Florida
$40.3K +$40.2K +400 New
CB
878
Community Bank
New York
$40.3K -$1.91K -19 -5%
TH
879
TCTC Holdings
Texas
$39.5K
S
880
Sachetta
Massachusetts
$38.9K -$135K -1,344 -78%
MCA
881
Maryland Capital Advisors
Maryland
$37.9K +$302 +3 +0.8%
TWD
882
True Wealth Design
Ohio
$29.7K
PWA
883
Physician Wealth Advisors
Utah
$29.2K
FFP
884
Frisco Financial Planning
Texas
$27K -$29.7K -295 -52%
FHA
885
First Horizon Advisors
Tennessee
$23.1K +$6.84K +68 +42%
KFI
886
Key Financial Inc
Pennsylvania
$22.4K +$22.3K +222 New
WT
887
Whittier Trust
California
$20.7K +$20.7K +206 New
AW
888
Avion Wealth
Texas
$20K +$20.6K +205 New
SAM
889
Smartleaf Asset Management
Massachusetts
$18.3K -$14.3K -142 -44%
BBHC
890
Brown Brothers Harriman & Co
New York
$17.2K +$10.8K +107 +167%
BFP
891
Briaud Financial Planning
Texas
$13K +$13.4K +133 New
Citigroup
892
Citigroup
New York
$12.7K +$9.25K +92 +271%
Allspring Global Investments
893
Allspring Global Investments
North Carolina
$11.8K
HIA
894
HFM Investment Advisors
New Jersey
$11.7K
MAWAG
895
Mid-American Wealth Advisory Group
Missouri
$11.5K +$11.5K +114 New
HBW
896
Hazlett, Burt & Watson
West Virginia
$11K -$13.6K -135 -55%
KFP
897
Keener Financial Planning
Texas
$11K +$11.9K +118 New
MEG
898
Millstone Evans Group
Colorado
$10.1K -$31.4K -312 -76%
HNW
899
High Note Wealth
Minnesota
$9.97K
PWM
900
Proathlete Wealth Management
Florida
$9.36K

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.