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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
OPS
276
Orion Portfolio Solutions
Nebraska
$545K
BCI
277
Brinker Capital Investments
Pennsylvania
$545K
CAC
278
Certified Advisory Corp
Florida
$538K
MPCA
279
Madison Park Capital Advisors
Washington
$517K
EH
280
Equitable Holdings
New York
$512K
Franklin Resources
281
Franklin Resources
California
$507K
MTC
282
Matrix Trust Company
Colorado
$496K
PA
283
Probity Advisors
Texas
$494K
RW
284
REDW Wealth
New Mexico
$493K
PJSIMP
285
P.J. Schmidt Investment Management (PJS)
Wisconsin
$482K
PHIC
286
Pine Haven Investment Counsel
Massachusetts
$478K
NFG
287
Nations Financial Group
Iowa
$477K
AC
288
Applied Capital
Arkansas
$471K
SFS
289
Searcy Financial Services
Kansas
$469K
LIM
290
Leavell Investment Management
Alabama
$465K
QPWM
291
Quadrant Private Wealth Management
Pennsylvania
$458K
Susquehanna International Group
292
Susquehanna International Group
Pennsylvania
$458K
SWM
293
Seed Wealth Management
Illinois
$456K
CCA
294
Clearwater Capital Advisors
Illinois
$456K
CWM
295
Copia Wealth Management
Oregon
$453K
NF
296
Nvest Financial
New Hampshire
$451K
EE
297
EWG Elevate
California
$444K
LEFP
298
Leading Edge Financial Planning
Tennessee
$441K
AWM
299
Alterna Wealth Management
Texas
$439K
CMP
300
Courage Miller Partners
Virginia
$438K