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iShares Ultra Short Duration Bond Active ETF

438 hedge funds and large institutions have $3.16B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 178 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $3.34B → $3.16B (-$185M)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
KA
326
Klingman & Associates
New York
$341K
HFS
327
Hopwood Financial Services
Virginia
$337K
LCGC
328
Legacy Capital Group California
California
$334K
GP
329
Guardian Partners
Canada
$334K
AWM
330
Accurate Wealth Management
Florida
$327K
FLPIM
331
F.L. Putnam Investment Management
Massachusetts
$325K
DF
332
Dunhill Financial
United Kingdom
$324K
TPBG
333
Turning Point Benefit Group
Maryland
$321K
RW
334
Ridgeline Wealth
Arizona
$319K
Koshinski Asset Management
335
Koshinski Asset Management
Illinois
$313K
YIA
336
YHB Investment Advisors
Connecticut
$312K
PIA
337
Perennial Investment Advisors
California
$304K
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$297K
FZCM
339
Flynn Zito Capital Management
New York
$297K
BCA
340
Bay Colony Advisors
Massachusetts
$295K
OSNBOA
341
Old Second National Bank of Aurora
Illinois
$294K
HCA
342
Heck Capital Advisors
Wisconsin
$293K
AP
343
Atwood & Palmer
Missouri
$293K
SPAS
344
Spectrum Planning & Advisory Services
California
$288K
OC
345
Oppenheimer & Co
New York
$283K
PG
346
Proffitt & Goodson
Tennessee
$273K
SFA
347
Sequoia Financial Advisors
Ohio
$272K
LWA
348
Lifelong Wealth Advisors
Minnesota
$271K
SRC
349
Sage Rhino Capital
California
$271K
AWM
350
Avior Wealth Management
Nebraska
$270K