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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
S
951
Sachetta
Massachusetts
$29.2K -$9.65K -96 -25%
SIC
952
SJS Investment Consulting
Ohio
$22.2K +$22.1K +220 New
MEG
953
Millstone Evans Group
Colorado
$22K +$11.9K +118 +118%
AA
954
Ancora Advisors
Ohio
$21.9K -$338K -3,361 -94%
FC
955
Financial Consulate
Maryland
$21.4K +$21.4K +213 New
MWPCG
956
Measured Wealth Private Client Group
New Hampshire
$20.6K +$20.6K +205 New
BBHC
957
Brown Brothers Harriman & Co
New York
$17.2K – – –
QWM
958
Quaker Wealth Management
New Jersey
$14.5K +$13K +129 +860%
Simplex Trading
959
Simplex Trading
Illinois
$13K +$13.2K +131 New
Allspring Global Investments
960
Allspring Global Investments
North Carolina
$11.8K – – –
HIA
961
HFM Investment Advisors
New Jersey
$11.7K – – –
BMC
962
Bear Mountain Capital
Washington
$11.5K +$11.5K +114 New
HFS
963
Hantz Financial Services
Michigan
$11K +$11.5K +114 New
UIA
964
Ulland Investment Advisors
Minnesota
$10K -$303K -3,010 -97%
HNW
965
High Note Wealth
Minnesota
$9.97K – – –
GA
966
GoalVest Advisory
New York
$9.97K +$9.96K +99 New
KFI
967
Key Financial Inc
Pennsylvania
$9.74K -$12.6K -125 -56%
PWM
968
Proathlete Wealth Management
Florida
$9.37K – – –
CYG
969
Clean Yield Group
Vermont
$9.06K +$9.05K +90 New
WOSD
970
WFA of San Diego
California
$8.46K – – –
FFA
971
Frazier Financial Advisors
Ohio
$8.3K +$8.24K +82 New
William Blair & Company
972
William Blair & Company
Illinois
$8.17K +$101 +1 +1%
PG
973
Proffitt & Goodson
Tennessee
$8.06K +$8.04K +80 New
CFB
974
Cullen/Frost Bankers
Texas
$6.24K +$6.23K +62 New
GIM
975
Gold Investment Management
Alberta, Canada
$5.84K – – –
37 38
39
40 41

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.