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iShares Ultra Short Duration Bond Active ETF

447 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 172 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: $ → $

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

2.24% less ownership

Funds ownership: 55.83%53.59% (-2.2%)

Holders
447
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
TFG
276
Tilson Financial Group
New Jersey
$580K
BWM
277
Base Wealth Management
Florida
$579K
TYCC
278
Texas Yale Capital Corp
Florida
$578K
MSWMA
279
Market Street Wealth Management Advisors
Indiana
$576K
PA
280
Prossimo Advisors
California
$574K
MCA
281
Maryland Capital Advisors
Maryland
$570K
4WM
282
49 Wealth Management
Texas
$569K
CFS
283
CGC Financial Services
Oregon
$569K
AC
284
Applied Capital
Arkansas
$566K
CFA
285
Capstone Financial Advisors
Illinois
$556K
MWM
286
Mascoma Wealth Management
New Hampshire
$555K
BCI
287
Brinker Capital Investments
Pennsylvania
$548K
OMC
288
Old Mission Capital
Illinois
$545K
RWIA
289
Roger Wittlin Investment Advisory
California
$544K
SA
290
Sovran Advisors
California
$541K
CI
291
Ceera Investments
Texas
$536K
CAC
292
Certified Advisory Corp
Florida
$535K
RW
293
REDW Wealth
New Mexico
$534K
JBA
294
Johnson Bixby & Associates
Washington
$519K
Franklin Resources
295
Franklin Resources
California
$507K
NCM
296
New Capital Management
Texas
$507K
VP
297
Verum Partners
North Carolina
$503K
MWM
298
MBE Wealth Management
Wisconsin
$499K
OWA
299
Octavia Wealth Advisors
Ohio
$488K
CNBT
300
Canandaigua National Bank & Trust
New York
$487K