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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hilton Capital Management, Llc, Bank Of America Corp, Wells Fargo & Company/Mn, Dakota Wealth Management, and Talon Private Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Stirlingshire Investments, Inc. | Sell | -3,976 | -27.2% | 10,634 | $1.07M | Q1 2026 | Nov 05, 2026 |
| Henderson Brothers Financial Partners, Llc | Buy | +155,968 | — | 155,968 | $15.70M | Q1 2026 | Nov 03, 2026 |
| Elm Partners Management Llc | Sell | -190,979 | -39.9% | 288,105 | $29.00M | Q1 2026 | Oct 30, 2026 |
| Neuberger Berman Group Llc | Buy | +19,398 | +3.6% | 553,461 | $55.71M | Q1 2026 | Oct 27, 2026 |
| Dakota Wealth Management | Buy | +440,907 | — | 440,907 | $44.38M | Q1 2026 | Aug 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Buy | +173,893 | +36.1% | 656,000 | $66.03M | Q1 2026 | Aug 12, 2026 |
| Brighton Jones Llc | Buy | +29,149 | +17.3% | 197,253 | $19.86M | Q1 2026 | Aug 07, 2026 |
| Verus Capital Partners, Llc | Sell | -2,536 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Buy | +759,593 | +40.9% | 2,619,023 | $263.63M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Buy | +1,626 | +52.3% | 4,736 | $225.42K | Q1 2026 | Jul 01, 2026 |
| Steelhead Wealth Management Llc | Buy | +5,176 | — | 5,176 | $521.00K | Q1 2026 | Jun 16, 2026 |
| Rmr Capital Management, Llc | Sell | -5,858 | -3.9% | 145,421 | $14.64M | Q1 2026 | May 20, 2026 |
| Norris Financial Group, Llc | Buy | +4,514 | +15.8% | 33,046 | $3.33M | Q1 2026 | May 20, 2026 |
| Hobbs Group Advisors, Llc | Buy | +825 | +8.4% | 10,627 | $1.07M | Q1 2026 | May 20, 2026 |
| Gts Financial, Llc | Buy | +143,897 | — | 143,897 | $14.49M | Q1 2026 | May 19, 2026 |
| Sonoma Allocations Llc | Buy | +2,279 | +4.1% | 57,494 | $5.77M | Q1 2026 | May 19, 2026 |
| Winnow Wealth Llc | Buy | +1,605 | +1.5% | 108,631 | $10.93M | Q1 2026 | May 19, 2026 |
| Mcilrath & Eck, Llc | Sell | -55 | -9.6% | 516 | $51.94K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +1,420,276 | +13.2% | 12,170,491 | $1.23B | Q1 2026 | May 18, 2026 |
| Talon Private Wealth, Llc | Buy | +224,963 | — | 224,963 | $22.64M | Q1 2026 | May 18, 2026 |
| Guardian Partners Inc. | Buy | +61,026 | — | 61,026 | $6.14M | Q1 2026 | May 18, 2026 |
| Cassady Wealth & Retirement Planning, Llc | Buy | +54,678 | +64.7% | 139,132 | $14.01M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +11,801 | +10.7% | 121,864 | $12.27M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +9,829 | +140.1% | 16,847 | $1.70M | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +9,039 | — | 9,039 | $909.87K | Q1 2026 | May 18, 2026 |
| Core Wealth Advisors, Inc. | Buy | +5,530 | — | 5,530 | $556.65K | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +4,096 | +17.1% | 28,066 | $2.83M | Q1 2026 | May 18, 2026 |
| Strait & Sound Wealth Management Llc | Sell | -3,254 | -3.3% | 94,763 | $9.54M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +1,084 | +1.0% | 105,789 | $10.65M | Q1 2026 | May 18, 2026 |
| Hilton Capital Management, Llc | Buy | +1,563,252 | — | 1,563,252 | $157.36M | Q1 2026 | May 15, 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.