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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
FFA
926
Frazier Financial Advisors
Ohio
$15
NC
927
NewSquare Capital
Pennsylvania
$6
Renaissance Technologies
928
Renaissance Technologies
New York
-$115M -1,143,900 Closed
UBS AM
929
UBS AM
Illinois
-$42.7M -424,534 Closed
ACP
930
Aveo Capital Partners
Colorado
-$31.3M -311,957 Closed
AG
931
Ascent Group
Virginia
-$7.58M -75,272 Closed
PDL
932
Portfolio Design Labs
California
-$7.57M -75,218 Closed
MLCM
933
M & L Capital Management
United Kingdom
-$7.52M -74,700 Closed
SA
934
Strategic Advisors
New York
-$7.51M -74,551 Closed
BCM
935
Brasada Capital Management
Texas
-$6.32M -62,938 Closed
SIC
936
Sterling Investment Counsel
New York
-$4.42M -43,873 Closed
DCM
937
DGS Capital Management
New Jersey
-$3.02M -30,000 Closed
EBA
938
Eagle Bay Advisors
New York
-$1.88M -18,649 Closed
MC
939
Marest Capital
California
-$1.75M -17,391 Closed
CAM
940
Congress Asset Management
Massachusetts
-$1.57M -15,619 Closed
CAM
941
Cidel Asset Management
Ontario, Canada
-$1.5M -14,910 Closed
AWA
942
Alta Wealth Advisors
Massachusetts
-$1.46M -14,474 Closed
VCM
943
Vision Capital Management
Oregon
-$1.23M -12,209 Closed
WAM
944
Warberg Asset Management
Illinois
-$1.13M -11,265 Closed
LCWP
945
Legacy Capital Wealth Partners
Arkansas
-$1.07M -10,670 Closed
LHWM
946
Lake Hills Wealth Management
Texas
-$969K -9,630 Closed
VPP
947
Vertex Planning Partners
Illinois
-$860K -8,545 Closed
QHA
948
Quarry Hill Advisors
Minnesota
-$844K -8,380 Closed
ACP
949
Arcus Capital Partners
Georgia
-$843K -8,370 Closed
PAS
950
PKS Advisory Services
New York
-$826K -8,201 Closed

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.