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iShares Ultra Short Duration Bond Active ETF

493 hedge funds and large institutions have $3.75B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 35

47% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 145

44% more funds holding in top 10

Funds holding in top 10: 2739 (+12)

10% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$330M)

5% more funds holding

Funds holding: 470493 (+23)

2.43% more ownership

Funds ownership: 53.55%55.97% (+2.4%)

Holders
493
Holders Change
+23
Holders Change %
+4.89%
% of All Funds
6%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.47%
New
70
Increased
213
Reduced
145
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
226
Impact Partnership Wealth
Georgia
$1.29M -$40.7K -804 -3%
LRWA
227
Long Run Wealth Advisors
New York
$1.26M +$58.5K +1,155 +5%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$1.24M +$15.6K +309 +1%
TC
229
TAGStone Capital
North Carolina
$1.24M +$454K +8,972 +58%
TCM
230
Tradewinds Capital Management
Washington
$1.18M +$17.2K +340 +1%
BOH
231
Bank of Hawaii
Hawaii
$1.17M +$220K +4,354 +23%
BCM
232
Brookstone Capital Management
Illinois
$1.15M +$221K +4,364 +24%
FNBOO
233
First National Bank of Omaha
Nebraska
$1.14M +$1.15M +22,627 New
KPWS
234
Kestra Private Wealth Services
Texas
$1.14M -$465K -9,188 -29%
MTC
235
Matrix Trust Company
Colorado
$1.13M +$116K +2,297 +11%
A
236
Alongside
Texas
$1.13M +$1.13M +22,262 New
BCI
237
Brinker Capital Investments
Pennsylvania
$1.12M +$22K +434 +2%
CA
238
Clune & Associates
Illinois
$1.1M +$34.2K +675 +3%
LWM
239
Lionsbridge Wealth Management
Florida
$1.09M -$67.6K -1,334 -6%
YIA
240
YHB Investment Advisors
Connecticut
$1.08M -$9.47K -187 -0.9%
PMA
241
Prudent Man Advisors
Illinois
$1.08M -$1.26M -24,925 -54%
PWM
242
Perigon Wealth Management
California
$1.05M +$7.5K +148 +0.7%
DWA
243
Davis Wealth Advisors
New Hampshire
$1.05M +$1.05M +20,689 New
BCM
244
Boltwood Capital Management
California
$1.03M -$27.6K -545 -3%
RRA
245
Round Rock Advisors
Connecticut
$1.03M +$39.8K +785 +4%
NW
246
NewEdge Wealth
Pennsylvania
$1.02M +$64.3K +1,269 +7%
EHC
247
Everett Harris & Co
California
$1.01M
WCP
248
Wick Capital Partners
Pennsylvania
$996K +$2.23K +44 +0.2%
CAMG
249
CWA Asset Management Group
Florida
$993K
ONSWM
250
Old North State Wealth Management
North Carolina
$982K +$193K +3,806 +24%