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iShares Ultra Short Duration Bond Active ETF

439 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, 168 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.89%
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
168
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EE
301
EWG Elevate
California
$441K -$3.45K -68 -0.8%
AWM
302
Alterna Wealth Management
Texas
$440K
FA
303
Fortis Advisors
Pennsylvania
$438K +$4.97K +98 +1%
LIM
304
Leavell Investment Management
Alabama
$432K -$33.3K -657 -7%
SC
305
Scotia Capital
Ontario, Canada
$427K +$11.4K +225 +3%
PA
306
PFG Advisors
Arizona
$426K +$426K +8,400 New
AA
307
Argent Advisors
Louisiana
$424K +$80.6K +1,589 +23%
PHIC
308
Pine Haven Investment Counsel
Massachusetts
$412K -$65.7K -1,296 -14%
SWM
309
Seed Wealth Management
Illinois
$406K -$50.7K -1,000 -11%
IPA
310
Investment Planning Advisors
Georgia
$404K -$143K -2,824 -26%
AAP
311
Arax Advisory Partners
Colorado
$400K -$19.2M -379,470 -98%
CCA
312
Clearwater Capital Advisors
Illinois
$395K -$60.6K -1,194 -13%
Kovitz Investment Group Partners
313
Kovitz Investment Group Partners
Illinois
$395K
LEFP
314
Leading Edge Financial Planning
Tennessee
$390K -$51.3K -1,012 -12%
HCA
315
Heck Capital Advisors
Wisconsin
$387K +$93.6K +1,846 +32%
EAM
316
Everstar Asset Management
North Carolina
$384K
SB
317
Strategic Blueprint
Georgia
$376K -$29.4K -579 -7%
BWA
318
BlueChip Wealth Advisors
Georgia
$375K +$375K +7,400 New
AIMC
319
Alley Investment Management Company
Illinois
$375K -$10.1K -200 -3%
CMP
320
Courage Miller Partners
Virginia
$373K -$65.8K -1,297 -15%
William Blair & Company
321
William Blair & Company
Illinois
$372K -$50.8K -1,001 -12%
COCM
322
Charter Oak Capital Management
New Hampshire
$372K +$24.8K +489 +7%
CCM
323
Condor Capital Management
New Jersey
$369K +$3.85K +76 +1%
SFA
324
Sequoia Financial Advisors
Ohio
$358K +$86.2K +1,700 +32%
XT
325
XTX Topco
Cayman Islands
$358K +$358K +7,058 New