Inst. Holders
50 funds
SG
SGOV
ISHARES TR
$100.44 ▲ +0.03%
Prev close $100.4133 New Institutional Positions17 Institutional Exits
Snapshot
The big-picture read on SGOV right now — valuation, ownership and activity at a glance.
Inst. Value
$10.2B
Inst. Activity
33 buys / 17 sells
Price chart 30d +0.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 ftd
FTD: SGOV — 32,747 shares ($3.3M) failed to deliver
Settlement: 20260914, Price: $100.52, FTD Value: $3,291,728.44, ISHARES TRISHARES 0-3 MNTH TRE
Jun 30, 2026 Inst.
Cerity Partners LLC — ADD
4,545,424 shares ($457.6M)
Jun 30, 2026 Inst.
CIBC Bancorp USA Inc. — TRIM
2,807,327 shares ($282.1M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: SGOV — 32,747 shares ($3.3M) failed to deliver
Settlement: 20260914, Price: $100.52, FTD Value: $3,291,728.44, ISHARES TRISHARES 0-3 MNTH TRE
Sep 8, 2026
ftd
FTD: SGOV — 115,510 shares ($11.6M) failed to deliver
Settlement: 20260908, Price: $100.47, FTD Value: $11,605,289.7, ISHARES TRISHARES 0-3 MNTH TRE
Sep 7, 2026
dark_pool
Dark Pool: SGOV — 12.7M shares, 27,399 trades
Week starting 2026-09-07. Total ATS volume: 12,661,761 shares across 27,399 trades.
Aug 31, 2026
dark_pool
Dark Pool: SGOV — 23.0M shares, 49,384 trades
Week starting 2026-08-31. Total ATS volume: 22,979,095 shares across 49,384 trades.
Aug 28, 2026
ftd
FTD: SGOV — 5,683 shares ($0.6M) failed to deliver
Settlement: 20260828, Price: $100.66, FTD Value: $572,050.78, ISHARES TRISHARES 0-3 MNTH TRE
Institutional ownership
Which big funds own SGOV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.2B total value (101,401,375 shares) as of 2026-Q2. Top holders: BANK, LPL, MORGAN. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 11,457,135 | $1.2B | 11.3% | — |
| LPL Financial LLC | 10,881,968 | $1.1B | 10.7% | — |
| MORGAN STANLEY | 8,473,084 | $853.0M | 8.4% | — |
| UBS Group AG | 5,962,248 | $600.2M | 5.9% | — |
| Cerity Partners LLC | 4,545,424 | $457.6M | 4.5% | ADD +27.5% |
| AMERIPRISE FINANCIAL INC | 3,803,149 | $382.6M | 3.7% | — |
| RAYMOND JAMES FINANCIAL INC | 3,636,385 | $366.1M | 3.6% | — |
| OSAIC HOLDINGS, INC. | 2,905,328 | $292.5M | 2.9% | — |
| JPMORGAN CHASE & CO | 2,835,573 | $285.5M | 2.8% | — |
| CIBC Bancorp USA Inc. | 2,807,327 | $282.1M | 2.8% | TRIM -29.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Cerity Partners LLC | ADD | 3,565,410 | 4,545,424 | +27.5% | $457.6M |
| CIBC Bancorp USA Inc. | TRIM | 3,959,338 | 2,807,327 | -29.1% | $282.1M |
| Wealthspire Advisors, LLC | DOUBLED | 15,012 | 2,224,301 | +14716.8% | $223.9M |
| Gotham Asset Management, LLC | ADD | 1,238,350 | 1,562,089 | +26.1% | $157.3M |
| AE Wealth Management LLC | ADD | 967,416 | 1,212,408 | +25.3% | $122.1M |
| STIFEL FINANCIAL CORP | ADD | 698,933 | 984,074 | +40.8% | $99.1M |
| Aptus Capital Advisors, LLC | DOUBLED | 49,283 | 814,494 | +1552.7% | $82.0M |
| Sequoia Financial Advisors, LLC | ADD | 519,482 | 738,944 | +42.2% | $74.4M |
| Rockefeller Capital Management L.P. | ADD | 435,741 | 570,099 | +30.8% | $57.4M |
| Arax Advisory Partners | DOUBLED | 92,552 | 561,309 | +506.5% | $56.5M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SGOV.
Shares short
4,757,570
Settlement Sep 15, 2026
Change vs prior
-20.4%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume