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iShares Ultra Short Duration Bond Active ETF

439 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, 168 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.89%
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
168
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WLIM
326
White Lighthouse Investment Management
Massachusetts
$355K
Ameriprise
327
Ameriprise
Minnesota
$354K -$31.6K -624 -8%
MCM
328
MAI Capital Management
Ohio
$350K -$68.4K -1,349 -16%
FTS
329
Fifth Third Securities
Ohio
$344K
BFS
330
BridgePort Financial Solutions
Iowa
$343K +$343K +6,772 New
CPRC
331
Consolidated Portfolio Review Corp
New York
$342K -$659 -13 -0.2%
GP
332
Guardian Partners
Canada
$341K +$7.58K +150 +2%
KA
333
Klingman & Associates
New York
$341K
Comerica Bank
334
Comerica Bank
Texas
$340K +$124K +2,443 +57%
HFS
335
Hopwood Financial Services
Virginia
$337K
LCGC
336
Legacy Capital Group California
California
$336K +$2.38K +47 +0.7%
QPWM
337
Quadrant Private Wealth Management
Pennsylvania
$329K -$130K -2,558 -28%
FLPIM
338
F.L. Putnam Investment Management
Massachusetts
$325K
AWM
339
Accurate Wealth Management
Florida
$321K -$5.97K -118 -2%
Koshinski Asset Management
340
Koshinski Asset Management
Illinois
$316K +$3.45K +68 +1%
NAS
341
Nicolet Advisory Services
Wisconsin
$304K -$69.1K -1,366 -19%
OSNBOA
342
Old Second National Bank of Aurora
Illinois
$294K
Betterment LLC
343
Betterment LLC
New York
$291K -$575K -11,331 -66%
YIA
344
YHB Investment Advisors
Connecticut
$290K -$21.6K -425 -7%
CIP
345
Capital Insight Partners
Arizona
$287K -$56.3K -1,110 -16%
WP
346
Wealthspan Partners
Iowa
$284K +$284K +5,594 New
DF
347
Dunhill Financial
United Kingdom
$282K -$42.1K -830 -13%
BCA
348
Bay Colony Advisors
Massachusetts
$280K -$15.4K -304 -5%
PIA
349
Perennial Investment Advisors
California
$277K -$27K -532 -9%
TWC
350
TD Waterhouse Canada
Ontario, Canada
$273K +$20.3K +401 +8%