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iShares Ultra Short Duration Bond Active ETF

439 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, 168 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.89%
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
168
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWI
251
Red Wave Investments
Pennsylvania
$696K -$4.97K -98 -0.7%
AWM
252
Aprio Wealth Management
Georgia
$689K -$22.8K -449 -3%
CAS
253
Coppell Advisory Solutions
Texas
$688K +$688K +13,571 New
GWM
254
GSB Wealth Management
Connecticut
$647K
PCFFS
255
Pacific Center for Financial Services
California
$640K -$1.01K -20 -0.2%
CAM
256
Cresset Asset Management
Illinois
$634K -$463K -9,140 -42%
PJSIMP
257
P.J. Schmidt Investment Management (PJS)
Wisconsin
$634K +$151K +2,981 +31%
CFC
258
Coyle Financial Counsel
Illinois
$627K +$47.1K +928 +8%
RA
259
RFG Advisory
Alabama
$624K -$395K -7,788 -39%
CFO
260
CVA Family Office
Colorado
$620K +$10.8K +212 +2%
PWA
261
Physician Wealth Advisors
Utah
$620K -$16.9K -334 -3%
BPA
262
Beacon Pointe Advisors
California
$614K
IPW
263
Impact Partnership Wealth
Georgia
$606K +$606K +11,953 New
SFG
264
SevenBridge Financial Group
Pennsylvania
$604K
SEP
265
Southland Equity Partners
Missouri
$598K +$152 +3 +0%
HCP
266
Hexagon Capital Partners
Arkansas
$597K -$137K -2,696 -19%
AWM
267
Avaii Wealth Management
Wisconsin
$594K -$69.5K -1,371 -10%
MTC
268
Matrix Trust Company
Colorado
$582K +$86.7K +1,710 +17%
TFG
269
Tilson Financial Group
New Jersey
$580K +$6.65K +131 +1%
TYCC
270
Texas Yale Capital Corp
Florida
$578K -$2.03M -40,000 -78%
MSWMA
271
Market Street Wealth Management Advisors
Indiana
$576K +$6.39K +126 +1%
PA
272
Prossimo Advisors
California
$574K
MCA
273
Maryland Capital Advisors
Maryland
$570K -$48.8K -963 -8%
4WM
274
49 Wealth Management
Texas
$569K -$1.11M -21,901 -66%
CFS
275
CGC Financial Services
Oregon
$569K +$710 +14 +0.1%