iShares 0-3 Month Treasury B ETF (SGOV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
13 concentrated managers hold it with a median weight of 0.3%.
Well-known investors holding it
Quarter flow (concentrated managers)
Change in managers (13 → 13): 1 opened · 1 exited = 0
Net flow in the quarter: −$7.1M (−71 K shares) · bought $34.5M and sold $41.6MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 14 held it last quarter (the chart point); with today's set, 13 (the base for the change).
Concentrated managers holding it
- RwwmIncreased$85.1M6.3%+0.9 pp
- Greenlea Lane Capital Management$38.6M10.6%
- ACR Alpine Capital ResearchReduced$21.8M0.3%−0.1 pp
- Magnolia GroupNew$19.6M4.1%+3.7 pp
- Punch Card ManagementReduced$18.9M7.4%−10.1 pp
- Night Owl Capital ManagementIncreased$7.8M0.8%+0.2 pp
- Scott & SelberReduced$2.7M0.6%−0.0 pp
- Provident Investment ManagementIncreased$1.9M0.2%+0.0 pp
- YCGIncreased$1.3M0.1%+0.0 pp
- Semper Augustus Investments GroupReduced$863K0.1%−0.0 pp
- Regency Capital ManagementReduced$438K0.2%−0.1 pp
- Dock Street Asset ManagementIncreased$382K0.0%+0.0 pp
- Quantum Capital ManagementIncreased$240K0.0%+0.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of SGOV (all 13F filers)
- Bank of America11.5 MBank or trading desk−713 K
- LPL Financial10.9 MWealth adviser+25 K
- Morgan Stanley8.5 MBank or trading desk+74 K
- UBS Group6.0 MBank or trading desk+828 K
- Cerity Partners4.5 MWealth adviser+980 K
- Ameriprise Financial3.8 MWealth adviser+425 K
- Raymond James Financial3.6 MWealth adviser+114 K
- Osaic Holdings2.9 MWealth adviser+206 K
- Robinhood Asset Management2.9 MType not verified+594 K
- JPMorgan Chase2.8 MBank or trading desk+261 K
- Shares
- 11.5 M
- Change
- −713 K
See more
- Type
- Bank or trading desk
- Value
- $1.2 bn
- Shares
- 10.9 M
- Change
- +25 K
See more
- Type
- Wealth adviser
- Value
- $1.1 bn
- Shares
- 8.5 M
- Change
- +74 K
See more
- Type
- Bank or trading desk
- Value
- $853M
- Shares
- 6.0 M
- Change
- +828 K
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- Type
- Bank or trading desk
- Value
- $600M
- Shares
- 4.5 M
- Change
- +980 K
See more
- Type
- Wealth adviser
- Value
- $458M
- Shares
- 3.8 M
- Change
- +425 K
See more
- Type
- Wealth adviser
- Value
- $383M
- Shares
- 3.6 M
- Change
- +114 K
See more
- Type
- Wealth adviser
- Value
- $366M
- Shares
- 2.9 M
- Change
- +206 K
See more
- Type
- Wealth adviser
- Value
- $293M
- Shares
- 2.9 M
- Change
- +594 K
See more
- Type
- Type not verified
- Value
- $292M
- Shares
- 2.8 M
- Change
- +261 K
See more
- Type
- Bank or trading desk
- Value
- $285M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗