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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
TFGT
251
TS Financial Group (TSFG)
Illinois
$709K
AWA
252
Arkadios Wealth Advisors
Georgia
$706K
HI
253
Harbour Investments
Wisconsin
$698K
RWI
254
Red Wave Investments
Pennsylvania
$696K
AWM
255
Aprio Wealth Management
Georgia
$689K
CAS
256
Coppell Advisory Solutions
Texas
$688K
GWM
257
GSB Wealth Management
Connecticut
$647K
PCFFS
258
Pacific Center for Financial Services
California
$640K
CAM
259
Cresset Asset Management
Illinois
$634K
PJSIMP
260
P.J. Schmidt Investment Management (PJS)
Wisconsin
$634K
CFC
261
Coyle Financial Counsel
Illinois
$627K
RA
262
RFG Advisory
Alabama
$624K
CFO
263
CVA Family Office
Colorado
$620K
PWA
264
Physician Wealth Advisors
Utah
$620K
BPA
265
Beacon Pointe Advisors
California
$614K
IPW
266
Impact Partnership Wealth
Georgia
$606K
SFG
267
SevenBridge Financial Group
Pennsylvania
$604K
SEP
268
Southland Equity Partners
Missouri
$598K
HCP
269
Hexagon Capital Partners
Arkansas
$597K
AWM
270
Avaii Wealth Management
Wisconsin
$594K
MTC
271
Matrix Trust Company
Colorado
$582K
TFG
272
Tilson Financial Group
New Jersey
$580K
BWM
273
Base Wealth Management
Florida
$579K
TYCC
274
Texas Yale Capital Corp
Florida
$578K
MSWMA
275
Market Street Wealth Management Advisors
Indiana
$576K