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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
Bank of America
1
Bank of America
North Carolina
$1.06B +$33M +328,511 +3%
Morgan Stanley
2
Morgan Stanley
New York
$845M +$212M +2,106,911 +33%
LPL Financial
3
LPL Financial
California
$725M +$127M +1,260,296 +21%
PFM
4
Potomac Fund Management
Florida
$605M +$604M +6,010,295 New
Ameriprise
5
Ameriprise
Minnesota
$480M -$177M -1,760,892 -27%
JP Morgan Chase
6
JP Morgan Chase
New York
$308M +$88.9M +884,640 +41%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$251M +$43.7M +434,259 +21%
Cerity Partners
8
Cerity Partners
New York
$249M +$131M +1,298,316 +110%
Raymond James Financial
9
Raymond James Financial
Florida
$243M -$52M -517,706 -18%
CIM
10
Confluence Investment Management
Missouri
$239M +$42.9M +426,548 +22%
Osaic Holdings
11
Osaic Holdings
Arizona
$233M +$51.4M +511,685 +28%
UBS Group
12
UBS Group
Switzerland
$215M +$44.6M +443,341 +26%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$214M +$94.9M +943,581 +80%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$179M +$40.9M +407,106 +30%
NP
15
NorthRock Partners
Minnesota
$175M +$5.07M +50,472 +3%
CIA
16
Choate Investment Advisors
Massachusetts
$175M +$96.1M +955,843 +122%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$172M +$81.9M +814,794 +90%
CAM
18
Cresset Asset Management
Illinois
$160M +$23.3M +231,442 +17%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$158M -$175M -1,739,594 -53%
CI
20
CX Institutional
Indiana
$156M +$111M +1,103,475 +249%
WA
21
Waverly Advisors
Alabama
$155M +$110M +1,094,875 +244%
MCM
22
MAI Capital Management
Ohio
$146M -$4.81M -47,846 -3%
Wells Fargo
23
Wells Fargo
California
$139M +$69.2M +688,221 +100%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$137M +$46M +457,682 +51%
AC
25
AWM Capital
Arizona
$133M -$13.3M -131,968 -9%

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.