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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
OAM
101
Oppenheimer Asset Management
New York
$29.5M +$20.4M +202,445 +223%
WFA
102
Wellspring Financial Advisors
Ohio
$29M -$21.7M -215,792 -43%
3AM
103
3EDGE Asset Management
Florida
$28.5M +$5.19M +51,633 +22%
KAS
104
Kestra Advisory Services
Texas
$28.3M +$4.24M +42,177 +18%
OCG
105
Opus Capital Group
Ohio
$28.3M -$663K -6,591 -2%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$28.2M -$6.11M -60,829 -18%
PWM
107
Perigon Wealth Management
California
$28.2M +$4.07M +40,452 +17%
PC
108
Pecaut & Co
Iowa
$28M -$951K -9,462 -3%
SC
109
Scotia Capital
Ontario, Canada
$27.8M +$5.78M +57,492 +26%
WS
110
Wedbush Securities
California
$27.6M +$4.13M +41,094 +18%
VIA
111
Vickerman Investment Advisors
Washington
$26.7M -$6.84M -68,026 -20%
AIP
112
Almanack Investment Partners
Pennsylvania
$26.6M -$3.8M -37,840 -13%
ASN
113
Advisory Services Network
Georgia
$26.5M +$16.1M +159,883 +155%
PCIG
114
Partners Capital Investment Group
Massachusetts
$26.4M -$128M -1,273,667 -83%
SA
115
Sanctuary Advisors
Indiana
$26.3M -$8.62M -85,736 -25%
FFG
116
Fiduciary Financial Group
California
$26.2M +$7.95M +79,100 +44%
Nomura Asset Management
117
Nomura Asset Management
Japan
$26.1M -$88M -875,500 -77%
TPW
118
Talon Private Wealth
Florida
$26M -$2.54M -25,286 -9%
SLF
119
Sun Life Financial
Ontario, Canada
$25.8M +$25.7M +256,050 New
FWM
120
Focused Wealth Management
New York
$25.7M -$5.1M -50,763 -17%
RCM
121
RMR Capital Management
California
$25.5M +$10.5M +104,175 +70%
TF
122
Trek Financial
Arizona
$24.9M -$79.7M -793,253 -76%
WA
123
Westfuller Advisors
New York
$24.9M +$7.26M +72,194 +41%
SAM
124
Stansberry Asset Management
Texas
$24.5M -$7.81M -77,687 -24%
TIA
125
Traphagen Investment Advisors
New Jersey
$24.3M +$1.26M +12,543 +5%

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.