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iShares Ultra Short Duration Bond Active ETF

465 hedge funds and large institutions have $3.43B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 188 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
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
TC
251
TAGStone Capital
North Carolina
$788K
CAL
252
Capital Advisors Ltd
Ohio
$769K
IF
253
IRON Financial
Illinois
$754K
RW
254
REDW Wealth
New Mexico
$751K
IWC
255
Integrated Wealth Concepts
Massachusetts
$744K
SWA
256
Serenus Wealth Advisors
California
$743K
PCFFS
257
Pacific Center for Financial Services
California
$733K
BOM
258
Bank of Marin
California
$728K
CFC
259
Coyle Financial Counsel
Illinois
$725K
HI
260
Harbour Investments
Wisconsin
$720K
CFO
261
CVA Family Office
Colorado
$719K
RCG
262
Regatta Capital Group
California
$713K
KCM
263
KM Capital Management
Texas
$706K
RWI
264
Red Wave Investments
Pennsylvania
$697K
Lido Advisors
265
Lido Advisors
California
$690K
BWM
266
Base Wealth Management
Florida
$674K
OWA
267
Octavia Wealth Advisors
Ohio
$673K
BAMG
268
Brand Asset Management Group
Missouri
$662K
CAS
269
Coppell Advisory Solutions
Texas
$651K
SFP
270
Shepherd Financial Partners
Massachusetts
$650K
GWM
271
GSB Wealth Management
Connecticut
$648K
TA
272
Tectonic Advisors
Texas
$645K
RSWM
273
Robertson Stephens Wealth Management
California
$622K
CFS
274
CGC Financial Services
Oregon
$618K
AAM
275
Ackerman Asset Management
Maryland
$612K