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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Stirlingshire Investments, Inc.Sell-3,976-27.2%10,634$1.07MQ1 2026Nov 05, 2026
Henderson Brothers Financial Partners, LlcBuy+155,968—155,968$15.70MQ1 2026Nov 03, 2026
Elm Partners Management LlcSell-190,979-39.9%288,105$29.00MQ1 2026Oct 30, 2026
Neuberger Berman Group LlcBuy+19,398+3.6%553,461$55.71MQ1 2026Oct 27, 2026
Dakota Wealth ManagementBuy+440,907—440,907$44.38MQ1 2026Aug 26, 2026
Mirae Asset Global Investments Co., Ltd.Buy+173,893+36.1%656,000$66.03MQ1 2026Aug 12, 2026
Brighton Jones LlcBuy+29,149+17.3%197,253$19.86MQ1 2026Aug 07, 2026
Verus Capital Partners, LlcSell-2,536-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+759,593+40.9%2,619,023$263.63MQ1 2026Jul 08, 2026
Kerr Financial Planning CorpBuy+1,626+52.3%4,736$225.42KQ1 2026Jul 01, 2026
Steelhead Wealth Management LlcBuy+5,176—5,176$521.00KQ1 2026Jun 16, 2026
Rmr Capital Management, LlcSell-5,858-3.9%145,421$14.64MQ1 2026May 20, 2026
Norris Financial Group, LlcBuy+4,514+15.8%33,046$3.33MQ1 2026May 20, 2026
Hobbs Group Advisors, LlcBuy+825+8.4%10,627$1.07MQ1 2026May 20, 2026
Gts Financial, LlcBuy+143,897—143,897$14.49MQ1 2026May 19, 2026
Sonoma Allocations LlcBuy+2,279+4.1%57,494$5.77MQ1 2026May 19, 2026
Winnow Wealth LlcBuy+1,605+1.5%108,631$10.93MQ1 2026May 19, 2026
Mcilrath & Eck, LlcSell-55-9.6%516$51.94KQ1 2026May 19, 2026
Bank Of America CorpBuy+1,420,276+13.2%12,170,491$1.23BQ1 2026May 18, 2026
Talon Private Wealth, LlcBuy+224,963—224,963$22.64MQ1 2026May 18, 2026
Guardian Partners Inc.Buy+61,026—61,026$6.14MQ1 2026May 18, 2026
Cassady Wealth & Retirement Planning, LlcBuy+54,678+64.7%139,132$14.01MQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+11,801+10.7%121,864$12.27MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+9,829+140.1%16,847$1.70MQ1 2026May 18, 2026
Ashton Thomas Securities, LlcBuy+9,039—9,039$909.87KQ1 2026May 18, 2026
Core Wealth Advisors, Inc.Buy+5,530—5,530$556.65KQ1 2026May 18, 2026
Arete Wealth Advisors, LlcBuy+4,096+17.1%28,066$2.83MQ1 2026May 18, 2026
Strait & Sound Wealth Management LlcSell-3,254-3.3%94,763$9.54MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+1,084+1.0%105,789$10.65MQ1 2026May 18, 2026
Hilton Capital Management, LlcBuy+1,563,252—1,563,252$157.36MQ1 2026May 15, 2026
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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.