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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
WP
1026
WealthPLAN Partners
Nebraska
– -$332K -3,301 Closed
PCM
1027
PenderFund Capital Management
British Columbia, Canada
– -$302K -3,000 Closed
FFM
1028
Forum Financial Management
Illinois
– -$299K -2,971 Closed
1WM
1029
1858 Wealth Management
Ohio
– -$278K -2,756 Closed
IA
1030
Insight Advisors
Pennsylvania
– -$278K -2,756 Closed
PA
1031
Probity Advisors
Texas
– -$274K -2,721 Closed
WWM
1032
Western Wealth Management
Colorado
– -$272K -2,706 Closed
CA
1033
Continuum Advisory
Idaho
– -$266K -2,638 Closed
OC
1034
Oarsman Capital
Wisconsin
– -$257K -2,554 Closed
AG
1035
AlTi Global
New York
– -$252K -2,506 Closed
RWM
1036
Rockwood Wealth Management
Pennsylvania
– -$251K -2,489 Closed
CPRC
1037
Consolidated Portfolio Review Corp
New York
– -$250K -2,480 Closed
HIS
1038
Harvest Investment Services
Illinois
– -$242K -2,408 Closed
IDA
1039
Intelligence Driven Advisers
California
– -$233K -2,313 Closed
BCM
1040
Buckhead Capital Management
Georgia
– -$231K -2,293 Closed
LMKC
1041
L.M. Kohn & Company
Ohio
– -$223K -2,218 Closed
QWM
1042
Quadcap Wealth Management
Texas
– -$222K -2,203 Closed
MW
1043
Maia Wealth
Colorado
– -$207K -2,051 Closed
RG
1044
Rathbones Group
United Kingdom
– -$201K -2,000 Closed
SFPG
1045
Stonebridge Financial Planning Group
Florida
– -$201K -2,000 Closed
CAL
1046
Capital Analysts LLC
Pennsylvania
– -$95K -945 Closed
KA
1047
Kozak & Associates
Colorado
– -$81.1K -807 Closed
CAM
1048
Clarity Asset Management
Iowa
– -$72.2K -717 Closed
JFGIW
1049
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$69.4K -689 Closed
KWM
1050
Kiker Wealth Management
Georgia
– -$52.2K -518 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.