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iShares Ultra Short Duration Bond Active ETF

440 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, 169 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
5.9%
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
169
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
226
Bristlecone Advisors
Washington
$930K
JIP
227
Jaffetilchin Investment Partners
Florida
$899K -$10.9K -214 -1%
WCP
228
Wick Capital Partners
Pennsylvania
$897K -$1.69M -12,110 -65%
WT
229
Whittier Trust
California
$888K -$251K -4,950 -22%
JCIA
230
Jackson Creek Investment Advisors
Colorado
$871K -$322K -6,348 -27%
Wealthfront Advisers
231
Wealthfront Advisers
California
$861K +$16.8K +331 +2%
CAL
232
Capital Advisors Ltd
Ohio
$858K -$95.1K -1,875 -10%
RIA
233
Regal Investment Advisors
Michigan
$812K -$10.4K -206 -1%
SCA
234
Sandy Cove Advisors
Massachusetts
$810K +$114K +2,244 +16%
MPCA
235
Madison Park Capital Advisors
Washington
$810K +$293K +5,778 +57%
SFP
236
Shepherd Financial Partners
Massachusetts
$808K -$16.8K -332 -2%
PPC
237
Park Place Capital
Alabama
$807K +$807K +15,983 New
RRA
238
Round Rock Advisors
Connecticut
$801K +$37.7K +743 +5%
WMG
239
WESCAP Management Group
California
$795K -$20.1K -397 -2%
ONSWM
240
Old North State Wealth Management
North Carolina
$787K -$190K -3,743 -19%
EWA
241
Elevate Wealth Advisory
Georgia
$782K +$122K +2,401 +18%
KCM
242
KM Capital Management
Texas
$760K -$128K -2,533 -14%
IWC
243
Integrated Wealth Concepts
Massachusetts
$751K -$4.62K -91 -0.6%
BOM
244
Bank of Marin
California
$734K -$15.3K -302 -2%
EH
245
Equitable Holdings
New York
$727K +$215K +4,249 +42%
AC
246
AlphaCore Capital
California
$720K -$90.1K -1,776 -11%
RCG
247
Regatta Capital Group
California
$715K +$84.7K +1,671 +13%
TC
248
TAGStone Capital
North Carolina
$712K -$1.02M -20,248 -59%
TFGT
249
TS Financial Group (TSFG)
Illinois
$709K -$23.3K -460 -3%
AWA
250
Arkadios Wealth Advisors
Georgia
$706K +$706K +13,929 New