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iShares Ultra Short Duration Bond Active ETF

440 hedge funds and large institutions have $3.2B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
5.9%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
44
Increased
169
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
276
CGC Financial Services
Oregon
$569K +$710 +14 +0.1%
AC
277
Applied Capital
Arkansas
$566K +$94.3K +1,860 +20%
CFA
278
Capstone Financial Advisors
Illinois
$556K -$27.2K -536 -5%
MWM
279
Mascoma Wealth Management
New Hampshire
$555K +$152 +3 +0%
BCI
280
Brinker Capital Investments
Pennsylvania
$548K +$3.3K +65 +0.6%
OMC
281
Old Mission Capital
Illinois
$545K +$545K +10,747 New
RWIA
282
Roger Wittlin Investment Advisory
California
$544K -$128K -2,515 -19%
SA
283
Sovran Advisors
California
$541K +$541K +10,709 New
CI
284
Ceera Investments
Texas
$536K -$2.47M -48,760 -82%
CAC
285
Certified Advisory Corp
Florida
$535K -$2.99K -59 -0.6%
RW
286
REDW Wealth
New Mexico
$534K +$41K +808 +8%
JBA
287
Johnson Bixby & Associates
Washington
$519K -$577K -11,377 -53%
Franklin Resources
288
Franklin Resources
California
$507K
NCM
289
New Capital Management
Texas
$507K -$88.3K -1,742 -15%
VP
290
Verum Partners
North Carolina
$503K -$65.8K -1,298 -12%
MWM
291
MBE Wealth Management
Wisconsin
$499K +$499K +9,841 New
OWA
292
Octavia Wealth Advisors
Ohio
$488K -$194K -3,829 -28%
CNBT
293
Canandaigua National Bank & Trust
New York
$487K -$118K -2,326 -20%
NFG
294
Nations Financial Group
Iowa
$478K +$1.37K +27 +0.3%
SFS
295
Searcy Financial Services
Kansas
$471K +$2.84K +56 +0.6%
AWM
296
AE Wealth Management
Kansas
$465K +$439K +8,656 +1,665%
OC
297
Oppenheimer & Co
New York
$464K +$181K +3,560 +64%
CWM
298
Copia Wealth Management
Oregon
$453K
WAM
299
WNY Asset Management
New York
$453K +$50.6K +997 +13%
NF
300
Nvest Financial
New Hampshire
$451K