Ishares Tr (SGOV) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (SGOV) following the 2026 Q2 hedge fund 13F filings?

As of today, SGOV has moved +0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (June 30, 2026), SGOV gained +-0.0% vs +3.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Tr (SGOV)

1K + Investors. Track Smart Money conviction in SGOV. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SGOV

Based on 1304 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added SGOV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

1,304 hedge funds hold SGOV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +44% more funds vs a year ago

fund count last 6Q

+396 new funds entered over the past year (+44% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 55% buying

738 buying596 selling

Last quarter: 738 funds bought or added vs 596 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 167 → 206 → 213 → 201. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 35% long-term, 34% new

■ 35% conviction (2yr+) ■ 31% medium ■ 34% new

Of the 1,304 current holders: 461 (35%) held >2 years, 406 held 1–2 years, and 437 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

141 → 167 → 206 → 213 → 201 new funds/Q

New funds entering each quarter: 167 → 206 → 213 → 201. A growing number of institutions are discovering SGOV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 37% veterans, 42% new entrants

■ 37% veterans ■ 21% 1-2yr ■ 42% new

Of 1,308 current holders: 485 (37%) held 2+ years, 277 held 1–2 years, 546 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds

33 of 1303 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1290	1210	6.61%
13F Shares	219M	217M	1.34%
Total Value	$20.86B	$21.05B	-0.89%
New Positions	194	213	-19
Increased Positions	534	555	-21
Closed Positions	113	91	+22
Reduced Positions	484	369	+115
Total Calls	3	3	-
Total Puts	2	1	100.0%
PUT/CALL Ratio	0.67	0.33	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1290

1210

6.61%

13F Shares

219M

217M

1.34%

Total Value

$20.86B

$21.05B

-0.89%

New Positions

194

213

-19

Increased Positions

534

555

-21

Closed Positions

113

+22

Reduced Positions

484

369

+115

Total Calls

Total Puts

100.0%

PUT/CALL Ratio

0.67

0.33

Bullish

Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SGOV. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SGOV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Alpha Wealth Funds, LLC	67.08%	1,221,972	$123.0M
2	PSP Research LLC	37.51%	700,000	$70.5M
3	Avos Capital Management, LLC	32.07%	766,814	$77.2M
4	Dynamic Financial Group	30.76%	404,566	$40.7M
5	Financial Discovery Group Inc	29.29%	136,457	$13.7M
6	Fairlight Advisors	28.59%	348,298	$35.1M
7	Virginia Estate & Retirement Planning Advisors Inc.	28.09%	231,753	$23.3M
8	Bitterroot Capital Advisors LLC	26.09%	430,117	$43.3M
9	Decker Retirement Planning Inc.	26.04%	759,734	$76.5M
10	Selective Wealth Management, Inc.	25.41%	963,067	$96.9M
11	Nierenberg Investment Management Company, LLC	23.04%	461,047	$46.4M
12	Legacy Wealth Advisors, LLC	23.00%	527,772	$53.1M
13	First Wilshire Securities Management Inc	22.55%	1,087,949	$109.5M
14	Vigilare Wealth Management	22.24%	720,786	$72.6M
15	Hollow Brook Wealth Management LLC	21.54%	1,077,270	$108.4M
16	Rps Advisory Solutions LLC	20.60%	309,600	$31.2M
17	Lee Johnson Capital Management, LLC	19.42%	616,805	$62.1M
18	Omnia Family Wealth, LLC	18.78%	696,066	$70.1M
19	Sollinda Capital Management LLC	16.74%	778,780	$78.4M
20	Peavine Capital, LLC	16.44%	770,289	$77.5M
21	Mader & Shannon Wealth Management, Inc.	15.82%	336,373	$33.9M
22	Robinhood Asset Management, LLC	15.62%	2,899,608	$291.9M
23	Leo H. Evart, Inc.	15.15%	190,606	$19.2M
24	Westerkirk Capital Inc.	14.75%	1,523,760	$153.4M
25	Ridgepath Capital Management LLC	14.34%	322,786	$32.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ishares Tr (SGOV)

What does the Smart Money Trend signal show for SGOV?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SGOV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SGOV?

Slight buying edge — 55% buying: Last quarter: 738 funds bought or added vs 596 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SGOV holders?

Strong quality — 28% AUM from major funds: 33 of 1303 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SGOV?

Mixed — 35% long-term, 34% new: Of the 1,304 current holders: 461 (35%) held >2 years, 406 held 1–2 years, and 437 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Ishares Tr (SGOV) following the 2026 Q2 hedge fund 13F filings?

As of today, SGOV has moved +0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (June 30, 2026), SGOV has gained +-0.0% vs +3.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Ishares Tr (SGOV)

Smart Money Signals — SGOV

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +44% more funds vs a year ago

Slight buying edge — 55% buying

Fewer new buyers each quarter (-12 vs last Q)

Mixed — 35% long-term, 34% new

Growing discovery — still being found

Mixed cohorts — 37% veterans, 42% new entrants

Strong quality — 28% AUM from major funds

Institutional Sentiment Summary — SGOV

Hedge Fund Ownership: SGOV

Market Analysis: SGOV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SGOV

Is It Too Late to Buy Ishares Tr (SGOV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SGOV

Statistics: SGOV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (SGOV)

Welcome to 13Foresight!