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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
CGA
176
Crescent Grove Advisors
Illinois
$15M +$2.49M +24,795 +20%
WIC
177
Woodmont Investment Counsel
Tennessee
$14.9M +$2.87M +28,596 +24%
KSWA
178
Kathleen S. Wright Associates
Pennsylvania
$14.9M +$667K +6,636 +5%
IC
179
IEQ Capital
California
$14.9M +$8.74M +86,957 +144%
T2I
180
Turim 21 Investimentos
Brazil
$14.8M +$14.8M +147,337 New
SAF
181
Smith Anglin Financial
Texas
$14.7M -$111K -1,100 -0.7%
T
182
Transce3nd
Texas
$14.7M -$684K -6,807 -4%
KPPF
183
Klein Pavlis & Peasley Financial
California
$14.6M +$7.78M +77,425 +115%
DRS
184
Deane Retirement Strategies
Louisiana
$14.5M +$9.81M +97,629 +212%
TPWM
185
Twelve Points Wealth Management
Massachusetts
$14.5M -$864K -8,590 -6%
TCM
186
TT Capital Management
California
$14.4M -$1.81M -18,028 -11%
DWS
187
Dynamic Wealth Strategies
California
$14.4M +$12.6M +125,332 +709%
BCM
188
Blume Capital Management
California
$14.2M +$2.45M +24,351 +21%
MNA
189
Manning & Napier Advisors
New York
$14.1M +$13.9M +138,244 +6,377%
CIA
190
Concurrent Investment Advisors
Florida
$14.1M +$3.02M +30,014 +27%
FF
191
Farnam Financial
Arizona
$14M -$376K -3,740 -3%
SBH
192
Segall Bryant & Hamill
Illinois
$13.9M +$5.43M +53,973 +64%
DWMS
193
Dominguez Wealth Management Solutions
Virginia
$13.7M +$400K +3,984 +3%
CAMG
194
CWA Asset Management Group
Florida
$13.5M +$2.08M +20,720 +18%
IAIM
195
International Assets Investment Management
Florida
$13.2M -$635K -6,317 -5%
LIM
196
Leavell Investment Management
Alabama
$13.2M +$2.3M +22,896 +21%
NA
197
Nottingham Advisors
New York
$13.1M +$6.91M +68,706 +111%
SI
198
Stonekeep Investments
New Mexico
$12.8M -$933K -9,286 -7%
PCIA
199
Prime Capital Investment Advisors
Kansas
$12.6M +$12.1M +119,998 +2,332%
AIM
200
Archer Investment Management
Texas
$12.5M +$12.5M +124,602 New

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.