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iShares Ultra Short Duration Bond Active ETF

522 hedge funds and large institutions have $3.74B invested in iShares Ultra Short Duration Bond Active ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 33

17% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 176

15% more funds holding in top 10

Funds holding in top 10: 3945 (+6)

6% more funds holding

Funds holding: 493522 (+29)

0% less capital invested

Capital invested by funds: $3.75B → $3.74B (-$13.2M)

4.52% less ownership

Funds ownership: 55.97%51.45% (-4.5%)

Holders
522
Holders Change
+29
Holders Change %
+5.88%
% of All Funds
6.43%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.55%
New
73
Increased
206
Reduced
176
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$238M +$34.4M +678,776 +17%
FDCP
2
Foster Dykema Cabot & Partners
Massachusetts
$210M +$6.52M +128,873 +3%
Bank of America
3
Bank of America
North Carolina
$188M -$16.6M -328,023 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$174M -$6.08M -120,012 -3%
LPL Financial
5
LPL Financial
California
$171M +$24.7M +487,033 +17%
Temasek Holdings
6
Temasek Holdings
Singapore
$99.9M
DCM
7
Donaldson Capital Management
Indiana
$97.5M -$11.4M -224,762 -10%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$87.7M -$58.5M -1,155,094 -40%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$84.6M +$209K +4,135 +0.2%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$77.4M -$99.4M -1,962,763 -89%
BlackRock
11
BlackRock
New York
$74.8M -$43.9M -867,292 -37%
Raymond James Financial
12
Raymond James Financial
Florida
$67.3M +$11.7M +231,499 +21%
WAG
13
Winthrop Advisory Group
Massachusetts
$62M +$2.39M +47,192 +4%
IGGA
14
Iron Gate Global Advisors
Utah
$59.6M +$8.26M +163,174 +16%
FG
15
Foster Group
Iowa
$56.7M +$3.55M +70,089 +7%
DPI
16
Diversified Portfolios Inc
Michigan
$55.8M +$1.25M +24,778 +2%
AA
17
Acorns Advisers
California
$53.8M +$2.37M +46,906 +5%
Mariner
18
Mariner
Kansas
$49.1M -$15.3M -301,869 -24%
PCG
19
Prosperity Consulting Group
Maryland
$45.2M +$4.97M +98,141 +12%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$43.7M +$7.74M +152,960 +22%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$38.7M +$1.69M +33,311 +5%
CA
22
Capital Advantage
California
$37M +$686K +13,551 +2%
ETC
23
Exchange Traded Concepts
Oklahoma
$36M +$158K +3,120 +0.4%
CSP
24
Cary Street Partners
Virginia
$34.6M +$4.46M +88,081 +15%
MA
25
Macro Advisors
Pennsylvania
$31.8M +$31.8M +628,366 New