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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
MOS
151
MGO One Seven
Ohio
$18.6M -$6.08M -60,484 -25%
KFGG
152
Keystone Financial Group (Georgia)
Georgia
$18.2M -$799K -7,949 -4%
Brown Advisory
153
Brown Advisory
Maryland
$18M +$14.8M +147,051 +463%
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$17.9M -$105K -1,045 -0.6%
SI
155
Stephens Inc
Arkansas
$17.8M +$954K +9,487 +6%
SCI
156
Stableford Capital II
Arizona
$17.6M +$15.9M +157,851 +915%
KWM
157
Kingsview Wealth Management
Oregon
$17.5M -$112M -1,109,921 -86%
RWI
158
Red Wave Investments
Pennsylvania
$17.5M +$845K +8,401 +5%
Lido Advisors
159
Lido Advisors
California
$17.4M +$3.34M +33,211 +24%
GCM
160
Gibraltar Capital Management
Oklahoma
$17.3M -$8.74M -86,962 -34%
FPW
161
Flagship Private Wealth
Massachusetts
$17.2M +$6.3M +62,685 +58%
PAG
162
Private Advisory Group
Washington
$17.1M +$12.3M +122,447 +259%
OFW
163
Omnia Family Wealth
Florida
$16.9M +$1.57M +15,610 +10%
LAS
164
Legacy Advisory Services
Pennsylvania
$16.9M +$11.1M +110,500 +194%
SFS
165
Sowell Financial Services
Arkansas
$16.8M +$1.22M +12,153 +8%
WMA
166
West Michigan Advisors
Michigan
$16.7M +$11.1M +110,767 +201%
CE
167
Cornerstone Enterprises
Wisconsin
$16.7M -$2.02M -20,049 -11%
SWA
168
SFMG Wealth Advisors
Texas
$16.6M +$306K +3,043 +2%
CAAM
169
Cornerstone Advisors Asset Management
Pennsylvania
$16.4M +$1.02B +10,119,433 +6,700%
JAG
170
Journey Advisory Group
Kentucky
$15.9M +$2.25M +22,406 +17%
RSWM
171
Robertson Stephens Wealth Management
California
$15.6M +$1.15M +11,459 +8%
AAS
172
Avantax Advisory Services
Texas
$15.6M +$911K +9,059 +6%
AP
173
Advisors Preferred
Maryland
$15.6M +$525K +5,220 +3%
SIAM
174
Sterling Investment Advisors (Missouri)
Missouri
$15.5M +$303K +3,019 +2%
MWM
175
Maridea Wealth Management
New York
$15M -$1.98M -19,687 -12%

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.