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iShares Ultra Short Duration Bond Active ETF

443 hedge funds and large institutions have $3.21B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 169

2.52% less ownership

Funds ownership: 55.81%53.29% (-2.5%)

Holders
443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
226
NewEdge Wealth
Pennsylvania
$954K
BWA
227
Burt Wealth Advisors
Maryland
$931K
BA
228
Bristlecone Advisors
Washington
$930K
JIP
229
Jaffetilchin Investment Partners
Florida
$899K
WCP
230
Wick Capital Partners
Pennsylvania
$897K
WT
231
Whittier Trust
California
$888K
JCIA
232
Jackson Creek Investment Advisors
Colorado
$871K
Wealthfront Advisers
233
Wealthfront Advisers
California
$861K
CAL
234
Capital Advisors Ltd
Ohio
$858K
RIA
235
Regal Investment Advisors
Michigan
$812K
SCA
236
Sandy Cove Advisors
Massachusetts
$810K
MPCA
237
Madison Park Capital Advisors
Washington
$810K
SFP
238
Shepherd Financial Partners
Massachusetts
$808K
PPC
239
Park Place Capital
Alabama
$807K
RRA
240
Round Rock Advisors
Connecticut
$801K
WMG
241
WESCAP Management Group
California
$795K
ONSWM
242
Old North State Wealth Management
North Carolina
$787K
EWA
243
Elevate Wealth Advisory
Georgia
$782K
KCM
244
KM Capital Management
Texas
$760K
IWC
245
Integrated Wealth Concepts
Massachusetts
$751K
BOM
246
Bank of Marin
California
$734K
EH
247
Equitable Holdings
New York
$727K
AC
248
AlphaCore Capital
California
$720K
RCG
249
Regatta Capital Group
California
$715K
TC
250
TAGStone Capital
North Carolina
$712K