SGOV
iShares 0-3 Month Treasury Bond ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -30.0% ·
net new positions -14.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2.28M | $229.04M | n/a | n/a |
| Q2 2026 | 78 | +4 | 91.01M | $9.16B | +6 | −2 |
| Q1 2026 | 75 | +3 | 88.50M | $8.83B | +6 | −3 |
| Q4 2025 | 71 | 0 | 72.91M | $7.32B | +1 | −1 |
| Q3 2025 | 11 | +1 | 14.79M | $1.49B | +2 | −1 |
| Q2 2025 | 7 | -1 | 1.33M | $134.34M | n/a | −1 |
| Q1 2025 | 6 | +3 | 2.44M | $245.20M | +3 | n/a |
| Q4 2024 | 3 | -1 | 1.44M | $144.25M | n/a | −1 |
| Q3 2024 | 4 | 0 | 1.70M | $171.54M | +1 | −1 |
| Q2 2024 | 4 | n/a | 1.28M | $128.60M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Gotham Asset Management ✦ | 748.82K | +558.3% | $75.40M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 459.23K | n/a | $46.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Citadel Advisors ✦ | 81.44K | -89.2% | $8.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 14.38K | +600.5% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Millennium Management ✦ | 13.87K | -96.7% | $1.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Fisher Asset Management ✦ | 11.70K | +197.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 4.75K | n/a | $478,552 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $115.16M | was 0.2% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,205 holders, 218.72M shares, $21.25B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.