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iShares Ultra Short Duration Bond Active ETF

443 hedge funds and large institutions have $3.21B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 169

2.52% less ownership

Funds ownership: 55.81%53.29% (-2.5%)

Holders
443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
CWM
301
Copia Wealth Management
Oregon
$453K
WAM
302
WNY Asset Management
New York
$453K
NF
303
Nvest Financial
New Hampshire
$451K
SWM
304
Spire Wealth Management
Virginia
$442K
EE
305
EWG Elevate
California
$441K
AWM
306
Alterna Wealth Management
Texas
$440K
FA
307
Fortis Advisors
Pennsylvania
$438K
LIM
308
Leavell Investment Management
Alabama
$432K
SC
309
Scotia Capital
Ontario, Canada
$427K
PA
310
PFG Advisors
Arizona
$426K
AA
311
Argent Advisors
Louisiana
$424K
PHIC
312
Pine Haven Investment Counsel
Massachusetts
$412K
SWM
313
Seed Wealth Management
Illinois
$406K
IPA
314
Investment Planning Advisors
Georgia
$404K
AAP
315
Arax Advisory Partners
Colorado
$400K
CCA
316
Clearwater Capital Advisors
Illinois
$395K
Kovitz Investment Group Partners
317
Kovitz Investment Group Partners
Illinois
$395K
LEFP
318
Leading Edge Financial Planning
Tennessee
$390K
HCA
319
Heck Capital Advisors
Wisconsin
$387K
EAM
320
Everstar Asset Management
North Carolina
$384K
SB
321
Strategic Blueprint
Georgia
$376K
BWA
322
BlueChip Wealth Advisors
Georgia
$375K
AIMC
323
Alley Investment Management Company
Illinois
$375K
CMP
324
Courage Miller Partners
Virginia
$373K
William Blair & Company
325
William Blair & Company
Illinois
$372K