Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SGOV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +120
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — SGOV

Based on 1207 hedge funds · latest filing: 2026 Q1 · 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
1,207 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
+366 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.
🟢

More buyers than sellers — 62% buying

766 buying461 selling
Last quarter: 766 funds were net buyers (211 opened a brand new position + 555 added to an existing one). Only 461 were sellers (370 trimmed + 91 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~211 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 140 → 167 → 206 → 211. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 32% new

■ 34% conviction (2yr+) ■ 33% medium ■ 32% new
Of the 1,207 current holders: 413 (34%) held >2 years, 402 held 1–2 years, and 392 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

172 → 140 → 167 → 206 → 211 new funds/Q
New funds entering each quarter: 140 → 167 → 206 → 211. A growing number of institutions are discovering SGOV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 36% veterans, 44% new entrants

■ 36% veterans ■ 20% 1-2yr ■ 44% new
Of 1,210 current holders: 441 (36%) held 2+ years, 237 held 1–2 years, 532 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
28 of 1205 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Institutional Sentiment Summary — SGOV

In 2026 Q1, 766 hedge funds were net buyers of SGOV (211 opened a new position, 555 added to an existing one), while 461 reduced or exited (370 trimmed, 91 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in SGOV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +120 funds (more new holders than closures). Total institutional holders: 1207.

Hedge Fund Ownership: SGOV

How many hedge funds hold SGOV — quarterly history vs. share price
Quarterly hedge fund ownership of SGOV vs. share price

Market Analysis: SGOV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SGOV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much SGOV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
SGOV
-0.1%
SPY
+15.9%

SGOV outperformed SPY by -16.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SGOV
+0.3%
SPY
+2.0%

Since the filing became public, SGOV outperformed SPY by -1.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 113 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: SGOV
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1196 1087 10.03%
13F Shares 216M 179M 20.63%
Total Value $21.02B $17.90B 17.39%
New Positions 205 206 -1
Increased Positions 553 442 +111
Closed Positions 96 103 -7
Reduced Positions 368 366 +2
Total Calls 3 2 50.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.5 Bullish

Statistics: SGOV

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Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 25 SGOV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alpha Wealth Funds, LLC 74.36% 1,102,060 $110.9M
2 PSP Research LLC 49.86% 700,000 $70.5M
3 Dynamic Financial Group 35.88% 435,857 $43.9M
4 Bitterroot Capital Advisors LLC 33.41% 546,680 $55.0M
5 Avos Capital Management, LLC 30.39% 763,913 $76.9M
6 Vigilare Wealth Management 30.32% 891,364 $89.7M
7 Rps Advisory Solutions LLC 29.21% 511,705 $51.5M
8 Financial Discovery Group Inc 28.54% 121,331 $12.2M
9 Nierenberg Investment Management Company, LLC 27.51% 550,597 $55.4M
10 Virginia Estate & Retirement Planning Advisors Inc. 25.55% 145,120 $14.6M
11 Selective Wealth Management, Inc. 24.12% 808,654 $81.4M
12 Legacy Wealth Advisors, LLC 24.00% 467,180 $47.0M
13 Sollinda Capital Management LLC 21.18% 865,955 $87.2M
14 McElhenny Sheffield Capital Management, LLC 18.90% 757,217 $76.2M
15 Peavine Capital, LLC 18.68% 827,981 $83.3M
16 Decker Retirement Planning Inc. 17.49% 383,541 $38.6M
17 Punch Card Management L.P. 17.11% 460,000 $46.3M
18 Leo H. Evart, Inc. 16.85% 195,748 $19.7M
19 Robinhood Asset Management, LLC 16.83% 2,306,054 $232.1M
20 Westerkirk Capital Inc. 16.51% 1,523,760 $153.4M
21 Omnia Family Wealth, LLC 16.41% 517,354 $52.1M
22 Mader & Shannon Wealth Management, Inc. 15.62% 335,197 $33.7M
23 Howard Capital Management Inc. 15.37% 9,335,100 $939.7M
24 Alpha Advisors, LLC/VA 15.20% 191,318 $19.3M
25 First Wilshire Securities Management Inc 15.11% 666,152 $67.1M
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?

More buyers than sellers — 62% buying: Last quarter: 766 funds were net buyers (211 opened a brand new position + 555 added to an existing one). Only 461 were sellers (370 trimmed + 91 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SGOV holders?

Strong quality — 25% AUM from major funds: 28 of 1205 holders rank in the top 100 by AUM, accounting for 25% 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 — 34% long-term, 32% new: Of the 1,207 current holders: 413 (34%) held >2 years, 402 held 1–2 years, and 392 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 Q1 hedge fund 13F filings?

As of today, SGOV has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), SGOV has gained -0.1% vs +15.9% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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