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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Greenlea Lane Capital Management, Punch Card Management, Semper Augustus Investments Group, and Polen Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-557,437519,482$52,291,016
Q1 2026Greenlea Lane Capital ManagementBuy383,000383,000$38,552,780
Q1 2026Punch Card ManagementSell-106,000460,000$46,303,600
Q1 2026Semper Augustus Investments GroupBuy6,3759,916$998,145
Q1 2026Polen Capital ManagementBuy6,29511,267$1,134,136
Q4 2025Semper Augustus Investments GroupSell-2,0243,541$355,446
Q3 2025Sequoia Financial AdvisorsBuy435,0211,076,919$108,445,789
Q3 2025Semper Augustus Investments GroupSell-2,5635,565$560,396
Q2 2025Sequoia Financial AdvisorsSell-40,550641,898$64,632,707
Q2 2025Polen Capital ManagementSell-18,3274,972$500,631
Q2 2025Punch Card ManagementSell-15,100566,000$56,990,540
Q2 2025Semper Augustus Investments GroupSell-2,4728,128$818,408
Q1 2025Renaissance Technologies LLCBuy221,5001,143,900$115,156,413
Q1 2025Sequoia Financial AdvisorsBuy202,768682,448$68,702,030
Q1 2025Polen Capital ManagementBuy17,73023,299$2,345,510
Q1 2025Semper Augustus Investments GroupBuy10,60010,600$1,067,102
Q4 2024Sequoia Financial AdvisorsBuy107,530479,680$48,121,517
Q4 2024Renaissance Technologies LLCBuy92,100922,400$92,535,168
Q4 2024Polen Capital ManagementSell-12,9575,569$558,682
Q3 2024Renaissance Technologies LLCBuy52,600830,300$83,627,816
Q3 2024Sequoia Financial AdvisorsBuy39,315372,150$37,482,997
Q3 2024Polen Capital ManagementBuy8,19218,526$1,865,939
Q2 2024Punch Card ManagementBuy556,000581,100$58,522,581
Q2 2024Sequoia Financial AdvisorsSell-83,182332,835$33,519,803
Q2 2024Polen Capital ManagementBuy6,85910,334$1,040,737
Q1 2024Sequoia Financial AdvisorsBuy69,767416,017$41,897,102
Q1 2024Polen Capital ManagementSell-1,5303,475$349,967
Q4 2023Renaissance Technologies LLCBuy276,400777,700$77,980
Q4 2023Sequoia Financial AdvisorsBuy8,371346,250$34,718,497
Q4 2023Polen Capital ManagementBuy5,0055,005$67,858,652

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.

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