Who Owns SGOV?
iShares 0-3 Month Treasury Bond ETF — Institutional Ownership & 13F Holdings
$100.67
+0.00 (+0.00%)
Market Cap
$70.9B
Shares Outstanding
830,840,391
Institutional Holders
838
Total Inst. Value
$11.5B
% of Float Held
—
QoQ Holder Change
+471
Institutional data as of Q1 2025
New Positions
304
Closed Positions
64
Increased
295
Decreased
192
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.0B | 10,232,857 |
| 2 | MORGAN STANLEY | $633.2M | 6,289,775 |
| 3 | AMERIPRISE FINANCIAL INC | $556.1M | 6,485,389 |
| 4 | CIBC Private Wealth Group LLC | $332.5M | 3,311,219 |
| 5 | RAYMOND JAMES FINANCIAL INC | $294.8M | 2,928,316 |
| 6 | JPMORGAN CHASE & CO | $218.7M | 2,172,224 |
| 7 | EQUITY INVESTMENT CORP | $207.4M | 2,059,727 |
| 8 | ROYAL BANK OF CANADA | $207.1M | 2,057,083 |
| 9 | OSAIC HOLDINGS, INC. | $181.4M | 1,802,016 |
| 10 | UBS Group AG | $170.5M | 1,693,588 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +7.0M | $1.0B |
| MORGAN STANLEY | +1.1M | $633.2M |
| AMERIPRISE FINANCIAL INC | +5.5M | $556.1M |
| CIBC Private Wealth Group LLC | +3.2M | $332.5M |
| RAYMOND JAMES FINANCIAL INC | +790K | $294.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -3.0M | $4.7M |
| Geneos Wealth Management Inc. | -1.1M | $8.3M |
| Cambridge Investment Research Advisors, Inc. | -529K | $67.6M |
| Synergy Asset Management, LLC | -338K | $43.4M |
| RIA Advisory Group LLC | -335K | $1.5M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold SGOV?
As of Q1 2025, 838 institutional investors report holding SGOV (iShares 0-3 Month Treasury Bond ETF) in their 13F filings.
Which hedge fund owns the most SGOV?
The largest institutional holder of SGOV is BANK OF AMERICA CORP /DE/ with $1.0B in shares.
Are institutions buying or selling SGOV?
This quarter, 304 institutions opened new positions in SGOV and 64 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.