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iShares Ultra Short Duration Bond Active ETF

440 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, 169 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
5.9%
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
169
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
XT
326
XTX Topco
Cayman Islands
$358K +$358K +7,058 New
WLIM
327
White Lighthouse Investment Management
Massachusetts
$355K
Ameriprise
328
Ameriprise
Minnesota
$354K -$31.6K -624 -8%
MCM
329
MAI Capital Management
Ohio
$350K -$68.4K -1,349 -16%
FTS
330
Fifth Third Securities
Ohio
$344K
BFS
331
BridgePort Financial Solutions
Iowa
$343K +$343K +6,772 New
CPRC
332
Consolidated Portfolio Review Corp
New York
$342K -$659 -13 -0.2%
GP
333
Guardian Partners
Canada
$341K +$7.58K +150 +2%
KA
334
Klingman & Associates
New York
$341K
Comerica Bank
335
Comerica Bank
Texas
$340K +$124K +2,443 +57%
HFS
336
Hopwood Financial Services
Virginia
$337K
LCGC
337
Legacy Capital Group California
California
$336K +$2.38K +47 +0.7%
QPWM
338
Quadrant Private Wealth Management
Pennsylvania
$329K -$130K -2,558 -28%
FLPIM
339
F.L. Putnam Investment Management
Massachusetts
$325K
AWM
340
Accurate Wealth Management
Florida
$321K -$5.97K -118 -2%
Koshinski Asset Management
341
Koshinski Asset Management
Illinois
$316K +$3.45K +68 +1%
NAS
342
Nicolet Advisory Services
Wisconsin
$304K -$69.1K -1,366 -19%
OSNBOA
343
Old Second National Bank of Aurora
Illinois
$294K
Betterment LLC
344
Betterment LLC
New York
$291K -$575K -11,331 -66%
YIA
345
YHB Investment Advisors
Connecticut
$290K -$21.6K -425 -7%
CIP
346
Capital Insight Partners
Arizona
$287K -$56.3K -1,110 -16%
WP
347
Wealthspan Partners
Iowa
$284K +$284K +5,594 New
DF
348
Dunhill Financial
United Kingdom
$282K -$42.1K -830 -13%
BCA
349
Bay Colony Advisors
Massachusetts
$280K -$15.4K -304 -5%
PIA
350
Perennial Investment Advisors
California
$277K -$27K -532 -9%