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iShares Ultra Short Duration Bond Active ETF

438 hedge funds and large institutions have $3.16B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 178 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $3.34B → $3.16B (-$185M)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
GWM
251
GSB Wealth Management
Connecticut
$647K
PCFFS
252
Pacific Center for Financial Services
California
$641K
PWA
253
Physician Wealth Advisors
Utah
$636K
RCG
254
Regatta Capital Group
California
$631K
MCA
255
Maryland Capital Advisors
Maryland
$619K
BPA
256
Beacon Pointe Advisors
California
$614K
CFO
257
CVA Family Office
Colorado
$609K
CNBT
258
Canandaigua National Bank & Trust
New York
$604K
SFG
259
SevenBridge Financial Group
Pennsylvania
$603K
SEP
260
Southland Equity Partners
Missouri
$598K
NCM
261
New Capital Management
Texas
$595K
PAS
262
Park Avenue Securities
New York
$586K
CFA
263
Capstone Financial Advisors
Illinois
$583K
MHS
264
M Holdings Securities
Oregon
$583K
CFC
265
Coyle Financial Counsel
Illinois
$580K
PA
266
Prossimo Advisors
California
$574K
TFG
267
Tilson Financial Group
New Jersey
$573K
VP
268
Verum Partners
North Carolina
$569K
MSWMA
269
Market Street Wealth Management Advisors
Indiana
$569K
CFS
270
CGC Financial Services
Oregon
$568K
Pathstone Holdings
271
Pathstone Holdings
New Jersey
$558K
MWM
272
Mascoma Wealth Management
New Hampshire
$555K
FCBT
273
First Citizens Bank & Trust
North Carolina
$551K
HI
274
Harbour Investments
Wisconsin
$551K
IPA
275
Investment Planning Advisors
Georgia
$548K