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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
CAP
876
Columbia Advisory Partners
Washington
$216K +$215K +2,142 New
HWM
877
HB Wealth Management
Georgia
$212K +$212K +2,110 New
WCP
878
Wealthcare Capital Partners
Pennsylvania
$212K -$45.3K -451 -18%
T
879
Tableaux
Massachusetts
$211K +$211K +2,098 New
LWM
880
Liberty Wealth Management
California
$211K +$2.21K +22 +1%
TIAA Trust, National Association
881
TIAA Trust, National Association
North Carolina
$210K +$210K +2,085 New
KWS
882
Keystone Wealth Services
California
$210K +$101 +1 +0%
MIA
883
MMBG Investment Advisors
Florida
$208K – – –
BDFN
884
Bond & Devick Financial Network
Minnesota
$207K – – –
AA
885
Aufman Associates
Pennsylvania
$206K +$205K +2,043 New
WWM
886
Whalen Wealth Management
Nevada
$205K -$382K -3,803 -65%
VHAM
887
Van Hulzen Asset Management
California
$205K +$205K +2,038 New
AGWCA
888
Annis Gardner Whiting Capital Advisors
Florida
$205K +$93.3K +928 +84%
UCB
889
United Community Bank
South Carolina
$202K – – –
HWP
890
Highline Wealth Partners
California
$202K -$147K -1,464 -42%
SWP
891
Summit Wealth Partners
Florida
$202K – – –
NC
892
North Capital
Utah
$202K +$101 +1 +0.1%
SS
893
Sunbelt Securities
Texas
$201K -$63K -627 -24%
RP
894
Raelipskie Partnership
Ontario, Canada
$201K – – –
WHC
895
Wulff, Hansen & Co
California
$201K – – –
AWMM
896
Aegis Wealth Management (Maryland)
Maryland
$201K +$201K +2,000 New
AIA
897
Armor Investment Advisors
North Carolina
$201K – – –
FWP
898
Falcon Wealth Planning
California
$200K – – –
MDA
899
Minot DeBlois Advisors
Massachusetts
$200K +$200K +1,987 New
DAL
900
Delta Accumulation LLC
California
$198K – – –
34 35
36
37 38

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.