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iShares Ultra Short Duration Bond Active ETF

436 hedge funds and large institutions have $3.2B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 167 increasing their positions, 166 reducing their positions, and 32 closing their positions.

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.86%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
44
Increased
167
Reduced
166
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$286M 5,640,733 +1,873,462 +50%
Bank of America
2
Bank of America
North Carolina
$203M 3,994,163 +561,690 +16%
UBS Group
3
UBS Group
Switzerland
$180M 3,552,462 +183,977 +5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$134M 2,644,271 -341,316 -11%
LPL Financial
5
LPL Financial
California
$123M 2,429,384 +402,676 +20%
FDCP
6
Foster Dykema Cabot & Partners
Massachusetts
$113M 2,220,761 -30,890 -1%
DCM
7
Donaldson Capital Management
Indiana
$111M 2,186,562 -263,019 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$106M 2,081,085 -434,338 -17%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$81.9M 1,615,686 +798,102 +98%
WAG
10
Winthrop Advisory Group
Massachusetts
$60.8M 1,198,040 +63,935 +6%
Mariner
11
Mariner
Kansas
$57.5M 1,134,217 -3,435 -0.3%
DPI
12
Diversified Portfolios Inc
Michigan
$56M 1,103,609 -26,713 -2%
BlackRock
13
BlackRock
New York
$53.3M 1,051,596 -273,584 -21%
Raymond James Financial
14
Raymond James Financial
Florida
$50.9M 1,003,443 +153,726 +18%
SHGA
15
Sand Hill Global Advisors
California
$50.5M 995,869 +608,720 +157%
AA
16
Acorns Advisers
California
$49.4M 975,055 +4,005 +0.4%
FG
17
Foster Group
Iowa
$46.8M 922,202 +86,930 +10%
IGGA
18
Iron Gate Global Advisors
Utah
$41.5M 817,442 +132,215 +19%
ETC
19
Exchange Traded Concepts
Oklahoma
$39.1M 770,716 -761,739 -50%
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$38.9M 767,895 +67,344 +10%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$37.7M 743,773 -387,694 -34%
MA
22
Mutual Advisors
Nebraska
$30.7M 605,224 +169,937 +39%
OPCM
23
Osborne Partners Capital Management
California
$28.5M 561,281 -108,204 -16%
BWL
24
Bogart Wealth LLC
Virginia
$27.3M 538,689 +537,164 +35,224%
Osaic Holdings
25
Osaic Holdings
Arizona
$27M 533,543 -92,728 -15%