Isabella Bank Corp: which funds bought and sold

Institutions that bought and sold Isabella Bank shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 43 institutions that filed 13F reports for both quarters added to or opened positions in Isabella Bank, and 15 cut or closed them. Together they added a net 555K shares, +55.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 92K shares (−38.8%); index fund managers were net buyers of 670K shares (+125.9%). 27 opened a new position and 10 sold out entirely.

Bought, Q2 2026 43 institutions, 27 of them new holders Sold, Q2 2026 15 institutions, 10 of them sold out

Net change, all compared +555K shares (+55.3%)

Net change, active managers −92K shares (−38.8%), 7 bought, 6 sold

Buyers versus sellers

institutions compared, 69

43 bought 11 15 sold

Active managers and hedge funds 7 bought · 6 sold · −92K

Index fund managers 9 bought · 0 sold · +670K

Other institutions 27 bought · 9 sold · −23K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+367K +366.5%	467K	$18.5M
Geode Capital Management, LLC Index funds	+96K +119.2%	176K	$7M
State Street Corp Index funds	+65K +292.6%	87K	$3.4M
Vanguard Portfolio Management LLC Index funds	+47K New position	47K	$1.8M
Northern Trust Corp Index funds	+39K +262.8%	53K	$2.1M
Victory Capital Management Inc Active manager	+31K New position	31K	$1.2M
Vanguard Capital Management LLC Index funds	+26K +9.3%	300K	$11.8M
Two Sigma Investments, LP Hedge fund	+24K New position	24K	$942,391
Charles Schwab Investment Management Inc Index funds	+20K New position	20K	$802,680
Bank Of New York Mellon Corp	+17K New position	17K	$662,525
Nuveen, LLC	+13K New position	13K	$501,256
Walleye Capital LLC Hedge fund	+8,994 New position	8,994	$355,263
Citadel Advisors LLC Hedge fund	+8,858 +167.5%	14K	$558,807
Gradient Investments LLC	+8,534 New position	8,534	$337,093
Mattson Financial Services, LLC	+8,534 New position	8,534	$347,504
Deutsche Bank Ag\	+6,774 New position	6,774	$267,573
Goldman Sachs Group Inc	+6,637 +31.9%	27K	$1.1M
Invesco Ltd.	+6,141 New position	6,141	$242,570
Integrated Wealth Concepts LLC	+6,123 +100.5%	12K	$482,432
Harbour Investments, Inc.	+5,967 +22.1%	33K	$1.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Victory Capital Management Inc Active manager	+31K New position	31K	$1.2M
Two Sigma Investments, LP Hedge fund	+24K New position	24K	$942,391
Walleye Capital LLC Hedge fund	+8,994 New position	8,994	$355,263
Citadel Advisors LLC Hedge fund	+8,858 +167.5%	14K	$558,807
Price T Rowe Associates Inc Active manager	+5,695 New position	5,695	$225,000
American Century Companies Inc Active manager	+1,888 +10.5%	20K	$787,274
FMR LLC Active manager	+31 New position	31	$1,225

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−107K Sold out	0	—
Susquehanna International Group, LLP	−95K Sold out	0	—
Marshall Wace, LLP Hedge fund	−34K −63.0%	20K	$784,670
Qube Research & Technologies Ltd Hedge fund	−14K −65.8%	7,358	$290,641
UBS Group AG	−9,954 −74.3%	3,435	$135,683
Jane Street Group, LLC	−7,147 Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−6,505 Sold out	0	—
HRT Financial LP	−6,343 Sold out	0	—
Morgan Stanley	−6,115 −66.6%	3,067	$121,147
Point72 Asset Management, L.P. Hedge fund	−5,989 Sold out	0	—
Catalyst Funds Management Pty Ltd	−5,074 Sold out	0	—
Brevan Howard Capital Management LP Hedge fund	−4,615 Sold out	0	—
Mai Capital Management	−350 Sold out	0	—
Citigroup Inc	−298 −5.6%	4,992	$197,184
Advisory Services Network, LLC	−60 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−107K Sold out	0	—
Marshall Wace, LLP Hedge fund	−34K −63.0%	20K	$784,670
Qube Research & Technologies Ltd Hedge fund	−14K −65.8%	7,358	$290,641
Schonfeld Strategic Advisors LLC Hedge fund	−6,505 Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−5,989 Sold out	0	—
Brevan Howard Capital Management LP Hedge fund	−4,615 Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Vanguard Portfolio Management LLCIndex funds	47K	$1.8M
Victory Capital Management IncActive manager	31K	$1.2M
Two Sigma Investments, LPHedge fund	24K	$942,391
Charles Schwab Investment Management IncIndex funds	20K	$802,680
Bank Of New York Mellon Corp	17K	$662,525
Nuveen, LLC	13K	$501,256
Walleye Capital LLCHedge fund	8,994	$355,263
Mattson Financial Services, LLC	8,534	$347,504
Gradient Investments LLC	8,534	$337,093
Deutsche Bank Ag\	6,774	$267,573

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Millennium Management LLCHedge fund	107K	$4.9M
Susquehanna International Group, LLP	95K	$4.3M
Jane Street Group, LLC	7,147	$326,403
Schonfeld Strategic Advisors LLCHedge fund	6,505	$297,083
HRT Financial LP	6,343	$289,000
Point72 Asset Management, L.P.Hedge fund	5,989	$273,518
Catalyst Funds Management Pty Ltd	5,074	$231,730
Brevan Howard Capital Management LPHedge fund	4,615	$210,767
Mai Capital Management	350	$15,985
Advisory Services Network, LLC	60	$2,740

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 59
Ten largest holders: 81.4%
Index fund managers: 77.2%
Active managers and hedge funds: 9.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	6	5	4	−92K	−38.8%
Index fund managers	9	0	3	0	+670K	+125.9%
Other institutions	27	9	19	6	−23K	−9.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Isabella Bank.

Only managers that filed a holdings report for both quarters are compared (69 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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