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Of the 10 tracked institutions holding SGOV, 7 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +0.9pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, SGOV (ISHARES TR) is held with a combined value of $287.58M across 2,856,951 shares. The largest holder is Gotham Asset Management, LLC with a position worth $124.65M (0.38% of their portfolio). 3 funds opened new positions in the most recent quarter. 3 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$287.58M
Total Shares Held
2,856,951
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | Gotham Asset Management, LLC | $124.65M | 0.38% | -30.7% |
| 2 | BlackRock, Inc. | $69.45M | 0.00% | -10.1% |
| 3 | Punch Card Management L.P. | $46.30M | 17.11% | New |
| 4 | AQR CAPITAL MANAGEMENT LLC | $29.97M | 0.01% | +1.1% |
| 5 | CITADEL ADVISORS LLC | $11.92M | 0.01% | New |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.51M | 0.00% | -0.1% |
| 7 | Fisher Asset Management, LLC | $1.48M | 0.00% | +326.5% |
| 8 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $998.14K | 0.12% | New |
| 9 | FMR LLC | $918.40K | 0.00% | -68.3% |
| 10 | HARRIS ASSOCIATES L P | $376.07K | 0.00% | +834.0% |
As of the latest SEC 13F filings, Gotham Asset Management, LLC is the largest institutional holder of SGOV with a position worth $124.65M, representing 0.38% of their portfolio. In total, 10 institutional investors hold SGOV with a combined value of $287.58M.
In the most recent quarter, 3 funds opened a new position in SGOV. Additionally, 3 increased their holdings and 4 reduced their positions.
Institutional investors hold $287.58M worth of SGOV stock across 10 positions. The largest institutional holder is Gotham Asset Management, LLC with $124.65M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SGOV, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SGOV positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$100.64
2026-07-24
YTD
+2.0%
100% of 52-week range
