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iShares Ultra Short Duration Bond Active ETF

443 hedge funds and large institutions have $3.21B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 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: $ → $

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 169

2.52% less ownership

Funds ownership: 55.81%53.29% (-2.5%)

Holders
443
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
PA
276
Prossimo Advisors
California
$574K
MCA
277
Maryland Capital Advisors
Maryland
$570K
4WM
278
49 Wealth Management
Texas
$569K
CFS
279
CGC Financial Services
Oregon
$569K
AC
280
Applied Capital
Arkansas
$566K
CFA
281
Capstone Financial Advisors
Illinois
$556K
MWM
282
Mascoma Wealth Management
New Hampshire
$555K
BCI
283
Brinker Capital Investments
Pennsylvania
$548K
OMC
284
Old Mission Capital
Illinois
$545K
RWIA
285
Roger Wittlin Investment Advisory
California
$544K
SA
286
Sovran Advisors
California
$541K
CI
287
Ceera Investments
Texas
$536K
CAC
288
Certified Advisory Corp
Florida
$535K
RW
289
REDW Wealth
New Mexico
$534K
JBA
290
Johnson Bixby & Associates
Washington
$519K
Franklin Resources
291
Franklin Resources
California
$507K
NCM
292
New Capital Management
Texas
$507K
VP
293
Verum Partners
North Carolina
$503K
MWM
294
MBE Wealth Management
Wisconsin
$499K
OWA
295
Octavia Wealth Advisors
Ohio
$488K
CNBT
296
Canandaigua National Bank & Trust
New York
$487K
NFG
297
Nations Financial Group
Iowa
$478K
SFS
298
Searcy Financial Services
Kansas
$471K
AWM
299
AE Wealth Management
Kansas
$465K
OC
300
Oppenheimer & Co
New York
$464K