We are live on ! Find out more
SGOV icon

iShares 0-3 Month Treasury Bond ETF

991 hedge funds and large institutions have $16.8B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 427 increasing their positions, 338 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,022% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $987K

123% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 70

26% more repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 338

7% more funds holding

Funds holding: 922991 (+69)

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$890M)

3% more funds holding in top 10

Funds holding in top 10: 150155 (+5)

4.96% less ownership

Funds ownership: 34.17%29.22% (-5%)

Holders
991
Holders Change
+69
Holders Change %
+7.48%
% of All Funds
13.01%
Holding in Top 10
155
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.33%
% of All Funds
2.03%
New
156
Increased
427
Reduced
338
Closed
70
Calls
$11.1M
Puts
$987K
Net Calls
+$10.1M
Net Calls Change
+$9.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$995M -$68.1M -677,607 -6%
PFM
2
Potomac Fund Management
Florida
$942M +$336M +3,343,774 +56%
Morgan Stanley
3
Morgan Stanley
New York
$831M -$14.6M -145,379 -2%
LPL Financial
4
LPL Financial
California
$795M +$69.9M +695,587 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$264M +$21.1M +209,640 +9%
CIM
6
Confluence Investment Management
Missouri
$262M +$23.1M +229,918 +10%
GAG
7
GM Advisory Group
New York
$259M +$137M +1,358,619 +112%
Osaic Holdings
8
Osaic Holdings
Arizona
$251M +$17.8M +176,596 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$208M -$100M -995,015 -33%
UBS Group
10
UBS Group
Switzerland
$205M -$10.1M -100,064 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$195M -$18.6M -184,930 -9%
Ameriprise
12
Ameriprise
Minnesota
$194M -$281M -2,794,116 -59%
NP
13
NorthRock Partners
Minnesota
$190M +$14.1M +140,040 +8%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$189M +$16.5M +163,885 +10%
Cerity Partners
15
Cerity Partners
New York
$187M -$61.6M -612,316 -25%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$186M +$6.68M +66,426 +4%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$182M +$23.6M +234,636 +15%
SAM
18
Synergy Asset Management
Washington
$172M +$127M +1,264,139 +287%
AWA
19
Aaron Wealth Advisors
Illinois
$166M +$166M +1,649,615 New
GAM
20
Gotham Asset Management
New York
$156M +$80.8M +803,355 +107%
WA
21
Waverly Advisors
Alabama
$156M +$715K +7,109 +0.5%
Prudential Financial
22
Prudential Financial
New Jersey
$156M +$61.5M +612,067 +66%
MIC
23
Maxi Investments CY
Cyprus
$154M +$53.8M +535,480 +54%
Wells Fargo
24
Wells Fargo
California
$144M +$5.61M +55,834 +4%
CI
25
CX Institutional
Indiana
$144M -$11.9M -118,655 -8%