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
Q3 2023Renaissance Technologies LLCBuy153,900501,300$50,466
Q3 2023Sequoia Financial AdvisorsBuy50,769337,879$34,014,291
Q3 2023Punch Card ManagementBuy25,10025,100$2,526,817
Q2 2023Sequoia Financial AdvisorsBuy5,326287,110$28,891,851
Q1 2023Renaissance Technologies LLCBuy347,400347,400$34,941
Q1 2023Sequoia Financial AdvisorsBuy59,481281,784$28,341,785
Q4 2022Sequoia Financial AdvisorsBuy222,303222,303$22,261,423

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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