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iShares Ultra Short Duration Bond Active ETF

462 hedge funds and large institutions have $3.41B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
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
AWM
301
Avaii Wealth Management
Wisconsin
$460K
OC
302
Oppenheimer & Co
New York
$459K
Betterment LLC
303
Betterment LLC
New York
$458K
CAC
304
Certified Advisory Corp
Florida
$457K
CWM
305
Copia Wealth Management
Oregon
$453K
NCM
306
New Capital Management
Texas
$453K
NF
307
Nvest Financial
New Hampshire
$452K
SWM
308
Spire Wealth Management
Virginia
$446K
FA
309
Fortis Advisors
Pennsylvania
$443K
IPA
310
Investment Planning Advisors
Georgia
$443K
AWM
311
Alterna Wealth Management
Texas
$440K
HCA
312
Heck Capital Advisors
Wisconsin
$431K
KWM
313
Kingsview Wealth Management
Oregon
$426K
LIM
314
Leavell Investment Management
Alabama
$424K
PHIC
315
Pine Haven Investment Counsel
Massachusetts
$413K
SWM
316
Seed Wealth Management
Illinois
$406K
SWP
317
Stratos Wealth Partners
Ohio
$405K
ACM
318
Alpha Capital Management
Texas
$404K
CA
319
Claro Advisors
Massachusetts
$401K
JBA
320
Johnson Bixby & Associates
Washington
$398K
Kovitz Investment Group Partners
321
Kovitz Investment Group Partners
Illinois
$395K
MWM
322
Mascoma Wealth Management
New Hampshire
$395K
CCA
323
Clearwater Capital Advisors
Illinois
$394K
PA
324
PFG Advisors
Arizona
$394K
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$388K