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
↑ +89
Streak
11Q ▲
Buyers last Q
58%

Smart Money Signals — SGOV

Based on 1005 hedge funds · latest filing: 2025 Q4 · 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
1,005 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 — +42% more funds vs a year ago

fund count last 6Q
+299 new funds entered over the past year (+42% 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 — 58% buying

604 buying431 selling
Last quarter: 604 funds bought or added vs 431 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.
📈

More new buyers each quarter (+32 vs last Q)

new funds entering per quarter
Funds opening a new SGOV position: 157 → 126 → 155 → 187. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 31% new

■ 37% conviction (2yr+) ■ 32% medium ■ 31% new
Of the 1,005 current holders: 371 (37%) held >2 years, 319 held 1–2 years, and 315 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

136 → 157 → 126 → 155 → 187 new funds/Q
New funds entering each quarter: 157 → 126 → 155 → 187. 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, 44% new entrants

■ 37% veterans ■ 19% 1-2yr ■ 44% new
Of 1,006 current holders: 372 (37%) held 2+ years, 192 held 1–2 years, 442 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
23 of 1005 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

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

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

59 top-rated funds 76 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: SGOV
2026 Q1 Stats Unlock in 21 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1006 920 9.35%
13F Shares 174M 163M 7.21%
Total Value $17.42B $17.19B 1.35%
New Positions 187 156 +31
Increased Positions 419 390 +29
Closed Positions 99 85 +14
Reduced Positions 336 307 +29
Total Calls 2 4 -50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: SGOV

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Beta (5Y Monthly) --
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Short % of Float --

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.

Top 25 institutional holders of SGOV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PSP Research LLC 49.86% 700,000 $70.5M
2 Vigilare Wealth Management 30.32% 891,364 $89.7M
3 McElhenny Sheffield Capital Management, LLC 18.90% 757,217 $76.2M
4 PEAVINE CAPITAL, LLC 18.68% 827,981 $83.3M
5 Decker Retirement Planning Inc. 17.49% 383,541 $38.6M
6 Robinhood Asset Management, LLC 16.83% 2,306,054 $232.1M
7 Mader & Shannon Wealth Management, Inc. 15.62% 335,197 $33.7M
8 Aspen Capital Management, LLC 13.29% 533,554 $53.7M
9 Navigate Wealth Management, LLC 12.33% 174,555 $17.6M
10 Wheelhouse Advisory Group LLC 11.69% 350,428 $35.3M
11 LEE JOHNSON CAPITAL MANAGEMENT, LLC 10.84% 300,466 $30.2M
12 Cypress Capital, LLC 10.55% 368,275 $37.1M
13 Westfuller Advisors, LLC 10.39% 239,063 $24.1M
14 O'Domhnaill Enterprises, Inc. 10.06% 124,031 $12.5M
15 RIA Advisory Group LLC 9.55% 399,143 $40.2M
16 Keystone Financial Group, Inc. 9.43% 180,238 $18.1M
17 IFS Advisors, LLC 9.19% 177,167 $17.8M
18 GM Advisory Group, LLC 8.97% 2,314,674 $233.0M
19 STERLING INVESTMENT ADVISORS LLC /ADV 8.83% 182,763 $18.4M
20 Dominguez Wealth Management Solutions, Inc. 8.77% 143,784 $14.5M
21 Farnam Financial LLC 8.75% 105,620 $10.6M
22 Private Wealth Group, LLC 8.71% 185,466 $18.7M
23 KENNICOTT CAPITAL MANAGEMENT LLC 8.65% 157,348 $15.8M
24 FIDUCIARY FINANCIAL GROUP, LLC 8.39% 628,778 $63.3M
25 SHRIER WEALTH MANAGEMENT, LLC 8.25% 224,155 $22.6M
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 — 58% buying: Last quarter: 604 funds bought or added vs 431 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 — 23% AUM from major funds: 23 of 1005 holders rank in the top 100 by AUM, accounting for 23% 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 — 37% long-term, 31% new: Of the 1,005 current holders: 371 (37%) held >2 years, 319 held 1–2 years, and 315 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.

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.