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iShares Ultra Short Duration Bond Active ETF

493 hedge funds and large institutions have $3.75B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 35

47% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 145

44% more funds holding in top 10

Funds holding in top 10: 2739 (+12)

10% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$330M)

5% more funds holding

Funds holding: 470493 (+23)

2.43% more ownership

Funds ownership: 53.55%55.97% (+2.4%)

Holders
493
Holders Change
+23
Holders Change %
+4.89%
% of All Funds
6%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.47%
New
70
Increased
213
Reduced
145
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
301
Market Street Wealth Management Advisors
Indiana
$589K +$2.63K +52 +0.4%
AC
302
AlphaCore Capital
California
$579K -$6.12M -120,946 -91%
PA
303
Prossimo Advisors
California
$573K
HCP
304
Hexagon Capital Partners
Arkansas
$572K -$6.23K -123 -1%
MCA
305
Maryland Capital Advisors
Maryland
$569K
BAMG
306
Brand Asset Management Group
Missouri
$564K -$95.3K -1,881 -14%
AWM
307
Aprio Wealth Management
Georgia
$553K -$53.9K -1,064 -9%
PJSIMP
308
P.J. Schmidt Investment Management (PJS)
Wisconsin
$545K
CNBT
309
Canandaigua National Bank & Trust
New York
$544K +$8.36K +165 +2%
TFGT
310
TS Financial Group (TSFG)
Illinois
$536K -$71K -1,403 -12%
SG
311
Sankala Group
Colorado
$534K +$533K +10,534 New
PWA
312
Physician Wealth Advisors
Utah
$521K -$83.2K -1,642 -14%
WP
313
Wealthspan Partners
Iowa
$518K -$15.2K -301 -3%
Franklin Resources
314
Franklin Resources
California
$506K
CFS
315
CGC Financial Services
Oregon
$496K -$120K -2,371 -19%
NFG
316
Nations Financial Group
Iowa
$480K +$1.72K +34 +0.4%
VP
317
Verum Partners
North Carolina
$477K -$26.3K -519 -5%
SWM
318
Spire Wealth Management
Virginia
$465K +$20.6K +406 +5%
DSC
319
Daytona Street Capital
Missouri
$465K +$465K +9,185 New
CAC
320
Certified Advisory Corp
Florida
$455K +$51 +1 +0%
CWM
321
Copia Wealth Management
Oregon
$452K
NF
322
Nvest Financial
New Hampshire
$450K
Kovitz Investment Group Partners
323
Kovitz Investment Group Partners
Illinois
$449K +$55.5K +1,095 +14%
FA
324
Fortis Advisors
Pennsylvania
$448K +$6.53K +129 +1%
SCA
325
Sandy Cove Advisors
Massachusetts
$443K -$1M -19,765 -69%