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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
TI
1001
Tidal Investments
Wisconsin
– -$2.95M -29,392 Closed
5SA
1002
5th Street Advisors
Connecticut
– -$2.66M -26,454 Closed
MI
1003
Moneywise Inc
Virginia
– -$2.55M -25,296 Closed
PC
1004
Promus Capital
Illinois
– -$2.5M -24,795 Closed
SC
1005
Sepio Capital
Utah
– -$2.4M -23,848 Closed
ACM
1006
Ategra Capital Management
Virginia
– -$1.89M -18,749 Closed
CAMV
1007
Concord Asset Management (Virginia)
Virginia
– -$1.84M -18,321 Closed
CIAS
1008
Capital Investment Advisory Services
North Carolina
– -$1.81M -18,024 Closed
EWP
1009
Elevation Wealth Partners
California
– -$1.72M -17,097 Closed
WTC
1010
WhitTier Trust Company
Nevada
– -$1.46M -14,457 Closed
Millennium Management
1011
Millennium Management
New York
– -$1.4M -13,869 Closed
EMC
1012
Everest Management Corp
California
– -$1.08M -10,750 Closed
VBFG
1013
Vishria Bird Financial Group
Tennessee
– -$1.08M -10,700 Closed
FFA
1014
Florida Financial Advisors
Florida
– -$890K -8,834 Closed
TC
1015
TownSquare Capital
Utah
– -$844K -8,381 Closed
RFA
1016
Resurgent Financial Advisors
Georgia
– -$579K -5,746 Closed
TIP
1017
Tandem Investment Partners
New Jersey
– -$571K -5,669 Closed
DFG
1018
Demars Financial Group
Washington
– -$510K -5,069 Closed
PS
1019
Portfolio Strategies
New York
– -$468K -4,652 Closed
GP
1020
Greenline Partners
New York
– -$464K -4,606 Closed
DE
1021
Diversified Enterprises
Delaware
– -$454K -4,505 Closed
LC
1022
Landaas & Company
Wisconsin
– -$419K -4,160 Closed
TCWM
1023
Total Clarity Wealth Management
Illinois
– -$342K -3,394 Closed
AWM
1024
Able Wealth Management
New Jersey
– -$341K -3,382 Closed
SWA
1025
Sax Wealth Advisors
New Jersey
– -$334K -3,318 Closed
39 40
41
42 43

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.