ISHARES CORE 5-10 YEAR USD (IMTB) Institutional Ownership Changes & 13F Activity

ISHARES CORE 5-10 YEAR USD (IMTB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Onedigital Investment Advisors Llc, Raymond James Financial Inc, Citadel Advisors Llc, Jpmorgan Chase & Co, and Mariner, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-6,705-27.3%17,847$778.35KQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+122,757+123.5%222,147$9.69MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+15,701+112.5%29,657$1.29MQ2 2026Aug 19, 2026
Raymond James Financial IncSell-156,165-67.1%76,508$3.34MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+26,34726,347$1.15MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+24,582+10.9%250,278$10.91MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-21,576-71.4%8,649$377.20KQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+19,36019,360$844.00KQ2 2026Aug 14, 2026
Destination Wealth ManagementBuy+12,501+2.4%528,770$23.06MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-12,101-27.7%31,538$1.38MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+7,271+15.2%55,127$2.40MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,611+10.3%38,805$1.69MQ2 2026Aug 14, 2026
Betterment LlcBuy+2,987+44.9%9,641$420.00KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+11$45.00Q2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1-100.0%0$1.00Q2 2026Aug 14, 2026
Mariner, LlcBuy+35,652+2.7%1,341,102$58.49MQ2 2026Aug 13, 2026
Ubs Group AgSell-15,675-9.8%143,860$6.27MQ2 2026Aug 13, 2026
Morgan StanleyBuy+7,521+6.4%125,652$5.48MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-1,733-3.6%46,294$2.02MQ2 2026Aug 13, 2026
Fmr LlcBuy+40+44.0%131$5.71KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+2+1.0%199$8.70KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+98,77698,776$4.33MQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+6,619+9.1%79,220$3.45MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+5,4155,415$236.16KQ2 2026Aug 12, 2026
Bank Of MontrealSell-222-4.4%4,865$212.17KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+1+2.0%50$2.17KQ2 2026Aug 12, 2026
J. Mark Nickell & Co.Buy+16,31116,311$867.26KQ2 2026Aug 11, 2026
Reliant Investment Partners, LlcBuy+111+1.0%11,304$492.99KQ2 2026Aug 11, 2026
Blair William & Co/IlSell-52-3.0%1,694$73.88KQ2 2026Aug 11, 2026
Onedigital Investment Advisors LlcBuy+157,263157,263$6.86MQ2 2026Aug 07, 2026
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Frequently asked questions about IMTB activity

  • Which institutional owners are buying IMTB?

    Institutional owners buying IMTB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IMTB activity?

    "Buy" means an investor increased their reported position in IMTB compared to the prior reporting period. This reflects growing exposure to ISHARES CORE 5-10 YEAR USD (IMTB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IMTB increasing?

    Institutional interest in IMTB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.