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iShares 0-3 Month Treasury Bond ETF
SGOV

1,302 hedge funds and large institutions have $21.8B invested in iShares 0-3 Month Treasury Bond ETF in 2026 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 538 increasing their positions, 492 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $6.27M

102% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 95

7% more funds holding

Funds holding: 1,218 → 1,302 (+84)

9% more repeat investments, than reductions

Existing positions increased: 538 | Existing positions reduced: 492

3% less capital invested

Capital invested by funds: $22.5B → $21.8B (-$726M)

4.59% less ownership

Funds ownership: 27.3% → 22.71% (-4.6%)

10% less funds holding in top 10

Funds holding in top 10: 220 → 197 (-23)

Holders
1,302
Holders Change
+84
Holders Change %
+6.9%
% of All Funds
15.73%
Holding in Top 10
197
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.45%
% of All Funds
2.38%
New
192
Increased
538
Reduced
492
Closed
95
Calls
$23.1M
Puts
$6.27M
Net Calls
+$16.9M
Net Calls Change
+$7.81M

Top Buyers

Rank Fund Capital Flow
1
WANY
Wealthspire Advisors (New York)
New York
+$222M
2
VT
Vise Technologies
New York
+$146M
3
HBWM
Hollow Brook Wealth Management
New York
+$105M
4
CIM
Confluence Investment Management
Missouri
+$104M
5
Cerity Partners
Cerity Partners
New York
+$98.5M

Top Sellers

Rank Fund Capital Flow
1
HCM
Howard Capital Management
Georgia
-$938M
2
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
-$140M
3
CBU
CIBC Bancorp USA
Illinois
-$116M
4
KAM
Knightsbridge Asset Management
California
-$112M
5
EIC
Equity Investment Corp
Georgia
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1351
Northland Capital Management
Minnesota
– -$392K -3,890 Closed
CAM
1352
Clark Asset Management
New Hampshire
– -$374K -3,714 Closed
SAM
1353
Strategy Asset Managers
California
– -$367K -3,645 Closed
NCM
1354
Narwhal Capital Management
Georgia
– -$327K -3,250 Closed
OFS
1355
OneAscent Financial Services
Alabama
– -$313K -3,113 Closed
WCP
1356
Wealthcare Capital Partners
Pennsylvania
– -$295K -2,934 Closed
BP
1357
Ballentine Partners
Massachusetts
– -$294K -2,917 Closed
WFPG
1358
Waller Financial Planning Group
Ohio
– -$291K -2,890 Closed
MCWS
1359
McKinley Carter Wealth Services
West Virginia
– -$289K -2,870 Closed
CA
1360
Cannon Advisors
North Carolina
– -$287K -2,854 Closed
MFA
1361
Morling Financial Advisors
California
– -$287K -2,851 Closed
FVWA
1362
Foster Victor Wealth Advisors
South Carolina
– -$281K -2,794 Closed
DWM
1363
Ducere Wealth Management
California
– -$279K -2,772 Closed
CCA
1364
Clearwater Capital Advisors
Illinois
– -$266K -2,642 Closed
SG
1365
Sankala Group
Colorado
– -$250K -2,488 Closed
MW
1366
Maia Wealth
Colorado
– -$246K -2,440 Closed
QFA
1367
Quantum Financial Advisors
California
– -$242K -2,409 Closed
CG
1368
Corundum Group
Colorado
– -$242K -2,406 Closed
PCM
1369
Parsons Capital Management
Rhode Island
– -$229K -2,275 Closed
SFS
1370
Summit Financial Strategies
Ohio
– -$229K -2,271 Closed
LHWM
1371
Lake Hills Wealth Management
Texas
– -$227K -2,256 Closed
MCM
1372
Morton Capital Management
California
– -$217K -2,155 Closed
CCM
1373
Colorado Capital Management
Colorado
– -$215K -2,136 Closed
HR
1374
Howe & Rusling
New York
– -$215K -2,132 Closed
SI
1375
Seeds Investor
New York
– -$208K -2,070 Closed
52 53 54
55
56

SGOV Hedge Fund Activity: Q2 2026 in Review

1,302 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares 0-3 Month Treasury Bond ETF (SGOV) for Q2 2026, worth a combined $21.8B — down 3.2% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new SGOV positions and 95 closed out — a net gain of 97 holders — while 538 added to existing stakes and 492 trimmed.

The largest buyer was Wealthspire Advisors (New York), adding an estimated $222M. The largest seller was Howard Capital Management, cutting an estimated $938M.

  • 1,302 institutional investors held iShares 0-3 Month Treasury Bond ETF (SGOV) as of Q2 2026, up from 1,218 in Q1 2026.
  • Funds reported $21.8B of iShares 0-3 Month Treasury Bond ETF stock for Q2 2026, down 3.2% quarter-over-quarter.
  • 192 funds opened new iShares 0-3 Month Treasury Bond ETF positions in Q2 2026 and 95 closed out, a net change of +97 holders.
  • The largest iShares 0-3 Month Treasury Bond ETF buyer in Q2 2026 was Wealthspire Advisors (New York), an estimated $222M added.
  • The largest iShares 0-3 Month Treasury Bond ETF seller in Q2 2026 was Howard Capital Management, an estimated $938M sold.

Based on aggregated 13F filings for Q2 2026.