WhaleCreep

Which hedge funds own SGOV? ISHARES TR, Q2 2026 13F holders

17 tracked hedge funds disclosed a position in SGOV (ISHARES TR) in their Q2 2026 13F filings, worth $431.6m in total. The largest holder by portfolio weight is Alpha Wealth Funds, LLC at 76.2% of its book. 3 opened a new position this quarter: Magnolia Group, LLC, Crcm LP, CVA Family Office, LLC. 6 exited: Gagnon Advisors, LLC, Ursa Fund Management, LLC, Pilgrim Partners Asia Pte Ltd.

17
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
3
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
6
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$24.5m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$20.1m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$432m
Combined value
Sum of the holders' reported positions in the security.
1.4%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

17 rows
Alpha Wealth Funds, LLC Hedge fund76.2%$123m1.22m+11%added
Nierenberg Investment Management Company, LLC Hedge fund23.0%$46.4m461,047−16%reduced
Greenlea Lane Capital Management, LLC Hedge fund10.6%$38.6m383,0000.0%held
Punch Card Management L.P. Hedge fund7.4%$18.9m188,000−59%reduced
Magnolia Group, LLC Hedge fund4.1%$19.6m195,000–new
Crcm LP Hedge fund3.1%$4.8m47,241–new
Partners Capital Investment Group, LLP Hedge fund2.2%$63.6m632,080+7.0%added
Prescott Group Capital Management, L.L.C. Hedge fund2.2%$25.7m254,802+0.9%added
Mirabella Financial Services LLP Hedge fund0.7%$7.0m69,700+40%added
Prelude Capital Management, LLC Hedge fund0.5%$7.0m69,700+40%added
Semper Augustus (Chris Bloomstran) Long-only investor0.10%$863k8,570−14%reduced
AQR Capital Management LLC Hedge fund0.02%$55.5m550,965+85%added
First Manhattan Long-only investor0.02%$6.5m64,129+9.2%added
CVA Family Office, LLC Family office0.01%$145k1,436–new
Citadel Advisors LLC Hedge fund0.01%$13.6m135,473+14%added
Cable Car Capital, LP Hedge fund0.01%$344k3,421+0.9%added
WCM Investment Management Long-only investor0.0%$87.8k872−90%reduced