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iShares Ultra Short Duration Bond Active ETF

479 hedge funds and large institutions have $3.67B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 209 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
PWA
301
Physician Wealth Advisors
Utah
$521K
WP
302
Wealthspan Partners
Iowa
$518K
Franklin Resources
303
Franklin Resources
California
$506K
CFS
304
CGC Financial Services
Oregon
$496K
NFG
305
Nations Financial Group
Iowa
$480K
VP
306
Verum Partners
North Carolina
$477K
SWM
307
Spire Wealth Management
Virginia
$465K
DSC
308
Daytona Street Capital
Missouri
$465K
CAC
309
Certified Advisory Corp
Florida
$455K
CWM
310
Copia Wealth Management
Oregon
$452K
NF
311
Nvest Financial
New Hampshire
$450K
Kovitz Investment Group Partners
312
Kovitz Investment Group Partners
Illinois
$449K
FA
313
Fortis Advisors
Pennsylvania
$448K
SCA
314
Sandy Cove Advisors
Massachusetts
$443K
AWM
315
Alterna Wealth Management
Texas
$438K
SEP
316
Southland Equity Partners
Missouri
$436K
COCM
317
Charter Oak Capital Management
New Hampshire
$432K
LIM
318
Leavell Investment Management
Alabama
$425K
NCM
319
New Capital Management
Texas
$422K
KWM
320
Kingsview Wealth Management
Oregon
$416K
LS
321
Liquid Strategies
Georgia
$416K
SFAM
322
Sawyer Falduto Asset Management
Illinois
$414K
JBA
323
Johnson Bixby & Associates
Washington
$409K
CFA
324
Capstone Financial Advisors
Illinois
$409K
BCA
325
Bay Colony Advisors
Massachusetts
$408K