ISHARES SHORT-TERM NATIONAL (SUB) Institutional Ownership Changes & 13F Activity

ISHARES SHORT-TERM NATIONAL (SUB). 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 Mercer Global Advisors Inc, Ameriprise Financial Inc, Goldman Sachs Group Inc, Beacon Pointe Advisors, Llc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Abundance Wealth CounselorsBuy+7,683+6.2%131,537$14.00MQ2 2026Oct 26, 2026
Gibbs Wealth ManagementSell-199-4.4%4,282$455.90KQ2 2026Oct 21, 2026
Envestnet Asset Management IncSell-4,624-0.5%856,767$91.22MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-489-6.9%6,647$707.74KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+8,589+9.7%96,849$10.31MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+141+2.5%5,812$618.80KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+27,428+94.0%56,606$6.03MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-393-26.5%1,090$116.05KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-16,049-16.2%83,080$8.85MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+10+0.4%2,541$270.48KQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Sell-11,847-16.7%59,096$6.29MQ2 2026Aug 25, 2026
West Michigan Advisors, LlcBuy+490+23.0%2,623$279.27KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+105+0.4%24,440$2.60MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+1,236,131+13.4%10,432,746$1.11BQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+3,891+34.6%15,139$1.61MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+466+16.2%3,335$355.11KQ2 2026Aug 19, 2026
Field & Main BankSell-275-42.2%376$40.03KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-41,982-10.9%343,233$36.54MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+22,768+8.7%285,927$30.44MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+3,411—3,411$363.13KQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+2,797—2,797$297.76KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+4,573+164.5%7,353$782.90KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,904+24.1%9,800$1.04MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-1,543-2.8%53,968$5.74MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+1,478+7.2%22,008$2.34MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcSell-982-32.1%2,078$221.25KQ2 2026Aug 17, 2026
Hayek Kallen Investment ManagementBuy+600+16.1%4,325$460.00KQ2 2026Aug 17, 2026
Sanchez Levi GarrettBuy+164+0.4%38,400$4.09MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,139,510—1,139,510$121.28MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+549,221+135.8%953,664$101.54MQ2 2026Aug 14, 2026
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Frequently asked questions about SUB activity

  • Which institutional owners are buying SUB?

    Institutional owners buying SUB 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 SUB activity?

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

  • Is institutional interest in SUB increasing?

    Institutional interest in SUB 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.