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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
FRA
976
Front Row Advisors
California
$5.44K – – –
BIA
977
Bell Investment Advisors
California
$5.14K – – –
SAM
978
Smartleaf Asset Management
Massachusetts
$5.04K -$13.3K -132 -73%
C
979
Covestor
United Kingdom
$4K +$3.82K +38 New
SIS
980
Strategic Investment Solutions
Illinois
$3.55K +$3.52K +35 New
IWM
981
IMG Wealth Management
Florida
$3.43K – – –
MA
982
Montag & Associates
Georgia
$3.14K +$3.12K +31 New
HNB
983
Huntington National Bank
Ohio
$2.21K – – –
MDCM
984
Morgan Dempsey Capital Management
Wisconsin
$2.2K +$2.11K +21 +2,100%
S
985
SignatureFD
Georgia
$1.86K +$1.81K +18 New
Federated Hermes
986
Federated Hermes
Pennsylvania
$1.81K +$1.81K +18 New
MAFA
987
MJT & Associates Financial Advisory
Minnesota
$1.41K -$201 -2 -13%
CT
988
Clearstead Trust
Maine
$1.31K – – –
FNWA
989
Financial Network Wealth Advisors
Utah
$1.21K -$2.61K -26 -68%
Fifth Third Bancorp
990
Fifth Third Bancorp
Ohio
$1.01K +$1.01K +10 New
FMII
991
Farmers & Merchants Investments Inc
Nebraska
$504 +$503 +5 New
Russell Investments Group
992
Russell Investments Group
United Kingdom
$56 – – –
RCM
993
Raleigh Capital Management
North Carolina
$45 – – –
T2I
994
Turim 21 Investimentos
Brazil
– -$14.8M -147,337 Closed
DRS
995
Deane Retirement Strategies
Louisiana
– -$14.5M -143,694 Closed
SEM
996
Strategic Equity Management
Arizona
– -$7.96M -79,021 Closed
TP
997
Teca Partners
Texas
– -$7.65M -76,000 Closed
WC
998
Westerkirk Capital
– -$6.75M -67,000 Closed
AAP
999
Arax Advisory Partners
Colorado
– -$3.79M -37,658 Closed
QFA
1000
Quattro Financial Advisors
Texas
– -$3.45M -34,297 Closed
38 39
40
41 42

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.