ISHARES CORE 1-5 YEAR USD BO (ISTB) Institutional Ownership Changes & 13F Activity

ISHARES CORE 1-5 YEAR USD BO (ISTB). 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 Acorns Advisers, Llc, Ameriprise Financial Inc, Susquehanna International Group, Llp, Jones Financial Companies Lllp, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+52,473+9.4%609,935$29.43MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-1,245-6.4%18,129$874.72KQ2 2026Sep 09, 2026
Corient Private Wealth LlcBuy+34+0.4%9,657$465.94KQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupSell-494-7.9%5,730$276.49KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+29,305+61.1%77,274$3.73MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+957+16.9%6,628$319.82KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-6,768-1.5%442,762$21.36MQ2 2026Aug 18, 2026
Atlasmark Financial, IncBuy+23,788+26.0%115,402$5.57MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+9,115+7.4%132,987$6.42MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-43-0.9%4,791$231.00KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcSell-41-3.3%1,207$58.24KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+14+26.9%66$3.23KQ2 2026Aug 17, 2026
Acorns Advisers, LlcBuy+946,675+8.0%12,768,271$616.07MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+674,028—674,028$32.52MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-355,760-95.8%15,616$753.47KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+294,900+16.7%2,057,377$99.37MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-177,047-45.3%213,388$10.30MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-149,505-95.3%7,439$358.93KQ2 2026Aug 14, 2026
State Of Wisconsin Investment BoardBuy+134,700+2.5%5,549,725$267.77MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+131,957+5.8%2,421,615$116.84MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+56,362+2.2%2,625,257$126.67MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+50,077+37.4%184,109$8.88MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+49,833+17.9%328,255$15.84MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+26,862+3.9%711,800$34.34MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-24,996-34.5%47,383$2.29MQ2 2026Aug 14, 2026
Vantage Point Financial LlcBuy+22,294—22,294$1.08MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+20,787+2.3%941,481$45.43MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+18,085+3.4%543,043$26.20MQ2 2026Aug 14, 2026
Destination Wealth ManagementBuy+11,495+1.8%644,170$31.08MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-11,121-5.9%176,901$8.54MQ2 2026Aug 14, 2026
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Frequently asked questions about ISTB activity

  • Which institutional owners are buying ISTB?

    Institutional owners buying ISTB 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 ISTB activity?

    "Buy" means an investor increased their reported position in ISTB compared to the prior reporting period. This reflects growing exposure to ISHARES CORE 1-5 YEAR USD BO (ISTB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ISTB increasing?

    Institutional interest in ISTB 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.