At Holdings Channel, we have reviewed the latest batch of the 27 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Ishares 0-3 Month Treasury Bond Etf (Symbol: SGOV) was held by 6 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in SGOV positions, for this latest batch of 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000's) |
|---|---|---|---|
| Marest Capital LLC | Existing | +23,514 | +$2,332 |
| YCG LLC | Existing | +13,207 | +$1,325 |
| Stirlingshire Investments Inc. | NEW | +14,610 | +$1,467 |
| Cornerstone Advisors Asset Management LLC | Existing | +19,481 | +$1,901 |
| Gateway Wealth Partners LLC | Existing | +10,667 | +$1,066 |
| Atlanta Consulting Group Advisors LLC | NEW | +3,295 | +$331 |
| Aggregate Change: | +84,774 | +$8,422 | |
In terms of shares owned, we count 4 of the above funds having increased existing SGOV positions from 09/30/2025 to 12/31/2025, with 2 new positions. Worth noting is that Fund Evaluation Group LLC, included in this recent batch of 13F filers, exited SGOV common stock as of 12/31/2025.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the SGOV share count in the aggregate among all of the funds which held SGOV at the 12/31/2025 reporting period (out of the 4,879 we looked at in total). We then compared that number to the sum total of SGOV shares those same funds held back at the 09/30/2025 period, to see how the aggregate share count held by hedge funds has moved for SGOV. We found that between these two periods, funds increased their holdings by 7,976,575 shares in the aggregate, from 71,467,047 up to 79,443,622 for a share count increase of approximately 11.16%. The overall top three funds holding SGOV on 12/31/2025 were:
| » | Fund | Shares of SGOV Held |
|---|---|---|
| 1. | Axxcess Wealth Management LLC | 3,256,065 |
| 2. | UBS Group AG | 2,591,192 |
| 3. | Wealth Enhancement Advisory Services LLC | 2,125,547 |
| 4-10 | Find out the full Top 10 Hedge Funds Holding SGOV | » |
We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Ishares 0-3 Month Treasury Bond Etf (Symbol: SGOV).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
