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iShares Ultra Short Duration Bond Active ETF

438 hedge funds and large institutions have $3.16B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 178 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $3.34B → $3.16B (-$185M)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
FA
301
Fortis Advisors
Pennsylvania
$432K
William Blair & Company
302
William Blair & Company
Illinois
$423K
MCM
303
MAI Capital Management
Ohio
$418K
SC
304
Scotia Capital
Ontario, Canada
$416K
WANY
305
Wealthspire Advisors (New York)
New York
$414K
SB
306
Strategic Blueprint
Georgia
$405K
WAM
307
WNY Asset Management
New York
$402K
Kovitz Investment Group Partners
308
Kovitz Investment Group Partners
Illinois
$395K
BAAM
309
Baker Avenue Asset Management
California
$391K
SWM
310
Spire Wealth Management
Virginia
$389K
NAS
311
NWF Advisory Services
California
$387K
Ameriprise
312
Ameriprise
Minnesota
$385K
AIMC
313
Alley Investment Management Company
Illinois
$385K
EAM
314
Everstar Asset Management
North Carolina
$384K
DAS
315
Dynamic Advisor Solutions
Arizona
$376K
NAS
316
Nicolet Advisory Services
Wisconsin
$373K
SAM
317
Smartleaf Asset Management
Massachusetts
$370K
CCM
318
Condor Capital Management
New Jersey
$366K
VCM
319
Violich Capital Management
California
$358K
WLIM
320
White Lighthouse Investment Management
Massachusetts
$355K
COCM
321
Charter Oak Capital Management
New Hampshire
$347K
FTS
322
Fifth Third Securities
Ohio
$344K
AA
323
Argent Advisors
Louisiana
$344K
CIP
324
Capital Insight Partners
Arizona
$343K
CPRC
325
Consolidated Portfolio Review Corp
New York
$342K