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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +52,473 | +9.4% | 609,935 | $29.43M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -1,245 | -6.4% | 18,129 | $874.72K | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Buy | +34 | +0.4% | 9,657 | $465.94K | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -494 | -7.9% | 5,730 | $276.49K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +29,305 | +61.1% | 77,274 | $3.73M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +957 | +16.9% | 6,628 | $319.82K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -6,768 | -1.5% | 442,762 | $21.36M | Q2 2026 | Aug 18, 2026 |
| Atlasmark Financial, Inc | Buy | +23,788 | +26.0% | 115,402 | $5.57M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +9,115 | +7.4% | 132,987 | $6.42M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -43 | -0.9% | 4,791 | $231.00K | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -41 | -3.3% | 1,207 | $58.24K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +14 | +26.9% | 66 | $3.23K | Q2 2026 | Aug 17, 2026 |
| Acorns Advisers, Llc | Buy | +946,675 | +8.0% | 12,768,271 | $616.07M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +674,028 | — | 674,028 | $32.52M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -355,760 | -95.8% | 15,616 | $753.47K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +294,900 | +16.7% | 2,057,377 | $99.37M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -177,047 | -45.3% | 213,388 | $10.30M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -149,505 | -95.3% | 7,439 | $358.93K | Q2 2026 | Aug 14, 2026 |
| State Of Wisconsin Investment Board | Buy | +134,700 | +2.5% | 5,549,725 | $267.77M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +131,957 | +5.8% | 2,421,615 | $116.84M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +56,362 | +2.2% | 2,625,257 | $126.67M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +50,077 | +37.4% | 184,109 | $8.88M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +49,833 | +17.9% | 328,255 | $15.84M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +26,862 | +3.9% | 711,800 | $34.34M | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Sell | -24,996 | -34.5% | 47,383 | $2.29M | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial Llc | Buy | +22,294 | — | 22,294 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +20,787 | +2.3% | 941,481 | $45.43M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +18,085 | +3.4% | 543,043 | $26.20M | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | Buy | +11,495 | +1.8% | 644,170 | $31.08M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -11,121 | -5.9% | 176,901 | $8.54M | Q2 2026 | Aug 14, 2026 |
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.