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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
MAS
126
Meeder Advisory Services
Ohio
$24M +$992K +9,865 +4%
AF
127
Allworth Financial
California
$23.8M -$20.9K -208 -0.1%
KBFS
128
Kohmann Bosshard Financial Services
Ohio
$23.6M +$1.72M +17,153 +8%
SWA
129
Stratos Wealth Advisors
Ohio
$23.5M -$22.8M -226,737 -49%
OL
130
Owen LaRue
Kentucky
$23.4M -$1.87M -18,590 -7%
MKA
131
M. Kulyk & Associates
Georgia
$23.3M -$2.08M -20,715 -8%
LWANC
132
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.9M +$951K +9,462 +4%
LAM
133
L2 Asset Management
Massachusetts
$22.7M +$2.26M +22,459 +11%
SC
134
SouthState Corp
Florida
$22.6M -$571K -5,676 -2%
KCPT
135
Kingstone Capital Partners Texas
Texas
$22.5M +$18.9M +187,836 +532%
OPCM
136
Osborne Partners Capital Management
California
$22.2M +$22.1M +220,261 New
IA
137
IFS Advisors
Kansas
$21.5M +$904K +8,991 +4%
APWA
138
Atlas Private Wealth Advisors
New Jersey
$21.2M -$27.7K -276 -0.1%
IPW
139
Impact Partnership Wealth
Georgia
$20.8M -$1.05M -10,427 -5%
ECM
140
Evergreen Capital Management
Washington
$20.8M +$5.7M +56,667 +38%
BSB
141
Bangor Savings Bank
Maine
$20.7M +$633K +6,301 +3%
KPWS
142
Kestra Private Wealth Services
Texas
$20.2M +$923K +9,178 +5%
WAM
143
Worth Asset Management
Texas
$20M -$4.52M -44,948 -18%
RAS
144
RPS Advisory Solutions
Kentucky
$19.6M -$27.7M -275,346 -59%
FOA
145
Five Oceans Advisors
California
$19.2M +$159K +1,584 +0.8%
MM
146
Main Management
California
$19M +$4.54M +45,207 +32%
MSWM
147
Mader & Shannon Wealth Management
Missouri
$18.9M +$145K +1,442 +0.8%
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
$18.9M +$18.5M +183,962 +4,814%
AA
149
Alpha Advisors
Virginia
$18.6M -$8.57M -85,264 -32%
IA
150
Integrity Alliance
Iowa
$18.6M -$32.6M -324,196 -64%

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.