ISHARES 0-3 MONTH TREASURY B (SGOV) Institutional Ownership Changes & 13F Activity
ISHARES 0-3 MONTH TREASURY B (SGOV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Confluence Investment Management Llc, Equitable Holdings, Inc., Ridgepath Capital Management Llc, and United Capital Financial Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Buy | +85,768 | +4.6% | 1,933,047 | $194.62K | Q3 2026 | Oct 02, 2026 |
| Private Client Services, Llc | Sell | -19,693 | -69.3% | 8,714 | $877.34K | Q3 2026 | Oct 02, 2026 |
| Goalvest Advisory Llc | Sell | -40 | -2.9% | 1,361 | $137.03K | Q3 2026 | Oct 02, 2026 |
| Confluence Investment Management Llc | Sell | -635,477 | -22.8% | 2,152,535 | $216.72M | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -2,052,936 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -51,477 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Security National Bank Of Sioux City Iowa | Sell | -130 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Revere Asset Management, Inc | Sell | -3,734 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 14, 2026 |
| Talon Private Wealth, Llc | Sell | -226,996 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -85,909 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -19,451 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -135,473 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -41,100 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Ashford Capital Management Inc | Sell | -87,978 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| West Michigan Advisors, Llc | Sell | -70,665 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Ridgepath Capital Management Llc | Sell | -322,786 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Forefront Wealth Partners, Llc | Sell | -18,715 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -6,514 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Sell | -200,752 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -172,607 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -55,739 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Jdm Financial Group Llc | Sell | -274,586 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -249,387 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -195,139 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Sell | -190,606 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Sell | -102,350 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Crcm Lp | Sell | -47,241 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -403,071 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -295,659 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -230,432 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
Frequently asked questions about SGOV activity
Which institutional owners are buying SGOV?
Institutional owners buying SGOV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SGOV activity?
"Buy" means an investor increased their reported position in SGOV compared to the prior reporting period. This reflects growing exposure to ISHARES 0-3 MONTH TREASURY B (SGOV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SGOV increasing?
Institutional interest in SGOV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.