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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 %
SWM
301
Spire Wealth Management
Virginia
$442K +$53.5K +1,055 +14%
EE
302
EWG Elevate
California
$441K -$3.45K -68 -0.8%
AWM
303
Alterna Wealth Management
Texas
$440K
FA
304
Fortis Advisors
Pennsylvania
$438K +$4.97K +98 +1%
LIM
305
Leavell Investment Management
Alabama
$432K -$33.3K -657 -7%
SC
306
Scotia Capital
Ontario, Canada
$427K +$11.4K +225 +3%
PA
307
PFG Advisors
Arizona
$426K +$426K +8,400 New
AA
308
Argent Advisors
Louisiana
$424K +$80.6K +1,589 +23%
PHIC
309
Pine Haven Investment Counsel
Massachusetts
$412K -$65.7K -1,296 -14%
SWM
310
Seed Wealth Management
Illinois
$406K -$50.7K -1,000 -11%
IPA
311
Investment Planning Advisors
Georgia
$404K -$143K -2,824 -26%
AAP
312
Arax Advisory Partners
Colorado
$400K -$19.2M -379,470 -98%
CCA
313
Clearwater Capital Advisors
Illinois
$395K -$60.6K -1,194 -13%
Kovitz Investment Group Partners
314
Kovitz Investment Group Partners
Illinois
$395K
LEFP
315
Leading Edge Financial Planning
Tennessee
$390K -$51.3K -1,012 -12%
HCA
316
Heck Capital Advisors
Wisconsin
$387K +$93.6K +1,846 +32%
EAM
317
Everstar Asset Management
North Carolina
$384K
SB
318
Strategic Blueprint
Georgia
$376K -$29.4K -579 -7%
BWA
319
BlueChip Wealth Advisors
Georgia
$375K +$375K +7,400 New
AIMC
320
Alley Investment Management Company
Illinois
$375K -$10.1K -200 -3%
CMP
321
Courage Miller Partners
Virginia
$373K -$65.8K -1,297 -15%
William Blair & Company
322
William Blair & Company
Illinois
$372K -$50.8K -1,001 -12%
COCM
323
Charter Oak Capital Management
New Hampshire
$372K +$24.8K +489 +7%
CCM
324
Condor Capital Management
New Jersey
$369K +$3.85K +76 +1%
SFA
325
Sequoia Financial Advisors
Ohio
$358K +$86.2K +1,700 +32%