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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
CAWM
901
Capital A Wealth Management
Pennsylvania
$8.92K +$8.95K +89 New
WOSD
902
WFA of San Diego
California
$8.46K +$8.44K +84 New
TSMHT
903
Thurston Springer Miller Herd & Titak
Indiana
$8.15K +$8.14K +81 New
William Blair & Company
904
William Blair & Company
Illinois
$8.08K +$101 +1 +1%
Toronto Dominion Bank
905
Toronto Dominion Bank
Ontario, Canada
$6.84K -$262K -2,602 -97%
GIM
906
Gold Investment Management
Alberta, Canada
$5.82K +$101 +1 +2%
FRA
907
Front Row Advisors
California
$5.44K
BIA
908
Bell Investment Advisors
California
$5.09K +$101 +1 +2%
CA
909
Centerpoint Advisors
Massachusetts
$5K -$19.6K -195 -79%
CWM
910
Cranbrook Wealth Management
Michigan
$3.93K +$3.92K +39 New
FNWA
911
Financial Network Wealth Advisors
Utah
$3.83K +$3.82K +38 New
IWM
912
IMG Wealth Management
Florida
$3.39K +$101 +1 +3%
Jones Financial Companies
913
Jones Financial Companies
Missouri
$2.92K -$12.2K -121 -81%
MWA
914
Moser Wealth Advisors
Washington
$2.52K
MAFA
915
MJT & Associates Financial Advisory
Minnesota
$1.61K
NOI
916
Newton One Investments
Delaware
$1.61K +$1.61K +16 New
QWM
917
Quaker Wealth Management
New Jersey
$1.51K +$1.51K +15 New
CT
918
Clearstead Trust
Maine
$1.31K
CIA
919
Cape Investment Advisory
Georgia
$1.01K
SFA
920
Semmax Financial Advisors
North Carolina
$406 -$101 -1 -20%
Franklin Resources
921
Franklin Resources
California
$403
MDCM
922
Morgan Dempsey Capital Management
Wisconsin
$78 -$7.54K -75 -99%
Russell Investments Group
923
Russell Investments Group
United Kingdom
$56
RCM
924
Raleigh Capital Management
North Carolina
$44
BIG
925
Brooklyn Investment Group
New York
$42

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.