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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
CWM
251
Cahaba Wealth Management
Georgia
$974K +$26.1K +515 +3%
WP
252
WealthShield Partners
North Carolina
$971K -$311K -6,137 -24%
EWA
253
Elevate Wealth Advisory
Georgia
$932K +$70K +1,382 +8%
WT
254
Whittier Trust
California
$927K
JIP
255
Jaffetilchin Investment Partners
Florida
$919K +$12.5K +247 +1%
PIA
256
Perennial Investment Advisors
California
$909K +$87.7K +1,731 +11%
TYCC
257
Texas Yale Capital Corp
Florida
$903K
HWAM
258
Hennion & Walsh Asset Management
New Jersey
$895K +$35.4K +699 +4%
ISFAN
259
Investor's Fiduciary Advisor Network
Washington
$874K +$630K +12,445 +257%
MFP
260
Meramec Financial Planners
Missouri
$860K +$860K +16,988 New
GJIA
261
Glass Jacobson Investment Advisors
Maryland
$858K -$115K -2,272 -12%
EA
262
Emerald Advisors
Washington
$858K -$127K -2,500 -13%
JWM
263
JGP Wealth Management
Oregon
$832K -$143K -2,821 -15%
RW
264
REDW Wealth
New Mexico
$826K +$76.8K +1,516 +10%
RIA
265
Regal Investment Advisors
Michigan
$824K +$18.2K +359 +2%
BWM
266
Base Wealth Management
Florida
$823K +$151K +2,986 +22%
GWMIA
267
Global Wealth Management Investment Advisory
Florida
$814K -$486K -9,602 -37%
WMG
268
WESCAP Management Group
California
$813K +$20K +395 +3%
PCP
269
Proficio Capital Partners
Massachusetts
$808K -$370K -7,309 -31%
OC
270
Oppenheimer & Co
New York
$782K +$325K +6,427 +71%
EH
271
Equitable Holdings
New York
$770K -$30.8K -608 -4%
CAL
272
Capital Advisors Ltd
Ohio
$767K
HCA
273
Heck Capital Advisors
Wisconsin
$749K +$319K +6,303 +74%
TA
274
Tectonic Advisors
Texas
$737K +$93.8K +1,853 +15%
PCFFS
275
Pacific Center for Financial Services
California
$733K