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iShares Ultra Short Duration Bond Active ETF

466 hedge funds and large institutions have $3.42B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 187 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
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
WAM
301
WNY Asset Management
New York
$469K
SFS
302
Searcy Financial Services
Kansas
$465K
AWM
303
Avaii Wealth Management
Wisconsin
$460K
OC
304
Oppenheimer & Co
New York
$459K
Betterment LLC
305
Betterment LLC
New York
$458K
CAC
306
Certified Advisory Corp
Florida
$457K
CWM
307
Copia Wealth Management
Oregon
$453K
NCM
308
New Capital Management
Texas
$453K
NF
309
Nvest Financial
New Hampshire
$452K
SWM
310
Spire Wealth Management
Virginia
$446K
FA
311
Fortis Advisors
Pennsylvania
$443K
IPA
312
Investment Planning Advisors
Georgia
$443K
AWM
313
Alterna Wealth Management
Texas
$440K
HCA
314
Heck Capital Advisors
Wisconsin
$431K
KWM
315
Kingsview Wealth Management
Oregon
$426K
LIM
316
Leavell Investment Management
Alabama
$424K
PHIC
317
Pine Haven Investment Counsel
Massachusetts
$413K
SWM
318
Seed Wealth Management
Illinois
$406K
VCM
319
Virtue Capital Management
Tennessee
$405K
SWP
320
Stratos Wealth Partners
Ohio
$405K
ACM
321
Alpha Capital Management
Texas
$404K
CA
322
Claro Advisors
Massachusetts
$401K
JBA
323
Johnson Bixby & Associates
Washington
$398K
Kovitz Investment Group Partners
324
Kovitz Investment Group Partners
Illinois
$395K
MWM
325
Mascoma Wealth Management
New Hampshire
$395K