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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
SC
201
Slow Capital
California
$12.2M -$26.9M -267,596 -69%
VA
202
Valmark Advisers
Ohio
$12M +$771K +7,665 +7%
RZH
203
Relyea Zuckerberg Hanson
Connecticut
$11.9M +$1.86M +18,537 +19%
CRWM
204
Castle Rock Wealth Management
California
$11.9M +$3.06M +30,442 +35%
SSWM
205
Strait & Sound Wealth Management
California
$11.7M -$133K -1,325 -1%
VA
206
VestGen Advisors
Illinois
$11.6M +$4.8M +47,730 +71%
HCA
207
Heck Capital Advisors
Wisconsin
$11.5M +$2.22M +22,085 +24%
SC
208
Savant Capital
Illinois
$11.5M +$4.67M +46,441 +68%
AFG
209
Albion Financial Group
Utah
$11.4M +$11.4M +113,154 New
BAM
210
Berkshire Asset Management
Pennsylvania
$11.3M -$25.1K -250 -0.2%
Jane Street
211
Jane Street
New York
$11.3M +$11.3M +112,158 New
P
212
&Partners
Tennessee
$11.3M +$6.42M +63,867 +132%
HH
213
Hilltop Holdings
Texas
$11M +$787K +7,826 +8%
CWG
214
Crown Wealth Group
North Carolina
$10.9M +$4.51M +44,860 +71%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$10.5M -$1.94M -19,301 -16%
VWM
216
Vivid Wealth Management
Iowa
$10.5M -$5.03K -50 -0%
BEAM
217
Baker Ellis Asset Management
Washington
$10.5M +$449K +4,470 +5%
FAP
218
Financial Advisory Partners
Florida
$10.4M -$3.12M -30,997 -23%
SPAS
219
Spectrum Planning & Advisory Services
California
$10.4M +$10.4M +103,670 New
HFA
220
Highland Financial Advisors
New Jersey
$10.2M -$48.4K -481 -0.5%
CC
221
Courier Capital
New York
$10.1M +$1.89M +18,758 +23%
HF
222
HRT Financial
New York
$10.1M +$4.19M +41,672 +71%
N
223
Natixis
France
$10M +$10M +99,500 New
CTC
224
Central Trust Company
Missouri
$10M +$749K +7,451 +8%
AC
225
Anson Capital
Georgia
$10M -$37.3K -371 -0.4%

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.