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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
Tudor Investment Corp
951
Tudor Investment Corp
Connecticut
-$727K -7,221 Closed
WIM
952
Wittenberg Investment Management
Massachusetts
-$654K -6,500 Closed
UFM
953
Ursa Fund Management
California
-$604K -6,000 Closed
WA
954
Wealth Architects
California
-$592K -5,883 Closed
Vontobel Holding
955
Vontobel Holding
Switzerland
-$553K -5,497 Closed
FA
956
Fermata Advisors
California
-$540K -5,362 Closed
NPAN
957
Northeast Planning Associates NH
New Hampshire
-$523K -5,200 Closed
Northern Trust
958
Northern Trust
Illinois
-$502K -4,986 Closed
NWM
959
Napa Wealth Management
California
-$501K -4,973 Closed
WFAG
960
Wescott Financial Advisory Group
Pennsylvania
-$455K -4,515 Closed
EAMA
961
EFG Asset Management (Americas)
Florida
-$405K -4,020 Closed
CGA
962
Compound Global Advisors
Washington
-$400K -3,977 Closed
AL
963
Aspiriant LLC
California
-$395K -3,928 Closed
HW
964
Hedeker Wealth
Illinois
-$372K -3,694 Closed
SAM
965
Sectoral Asset Management
Quebec, Canada
-$361K -3,589 Closed
VF
966
Vestment Financial
Minnesota
-$358K -3,565 Closed
CPA
967
Cardiff Park Advisors
California
-$358K -3,555 Closed
MPM
968
Meritage Portfolio Management
Kansas
-$340K -3,379 Closed
AWAU
969
Alliance Wealth Advisors (Utah)
Utah
-$338K -3,360 Closed
HW
970
Hamilton Wealth
California
-$318K -3,155 Closed
FCI
971
Financial Counselors Inc
Kansas
-$305K -3,025 Closed
ESB
972
Essex Savings Bank
Connecticut
-$295K -2,931 Closed
HWM
973
HB Wealth Management
Georgia
-$289K -2,872 Closed
PWA
974
PCG Wealth Advisors
Kansas
-$287K -2,850 Closed
APP
975
Avantax Planning Partners
Iowa
-$277K -2,749 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.