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iShares Ultra Short Duration Bond Active ETF

443 hedge funds and large institutions have $3.21B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 169

2.52% less ownership

Funds ownership: 55.81%53.29% (-2.5%)

Holders
443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
COCM
326
Charter Oak Capital Management
New Hampshire
$372K
CCM
327
Condor Capital Management
New Jersey
$369K
SFA
328
Sequoia Financial Advisors
Ohio
$358K
XT
329
XTX Topco
Cayman Islands
$358K
WLIM
330
White Lighthouse Investment Management
Massachusetts
$355K
Ameriprise
331
Ameriprise
Minnesota
$354K
MCM
332
MAI Capital Management
Ohio
$350K
FTS
333
Fifth Third Securities
Ohio
$344K
BFS
334
BridgePort Financial Solutions
Iowa
$343K
CPRC
335
Consolidated Portfolio Review Corp
New York
$342K
GP
336
Guardian Partners
Canada
$341K
KA
337
Klingman & Associates
New York
$341K
Comerica Bank
338
Comerica Bank
Texas
$340K
HFS
339
Hopwood Financial Services
Virginia
$337K
LCGC
340
Legacy Capital Group California
California
$336K
QPWM
341
Quadrant Private Wealth Management
Pennsylvania
$329K
FLPIM
342
F.L. Putnam Investment Management
Massachusetts
$325K
AWM
343
Accurate Wealth Management
Florida
$321K
Koshinski Asset Management
344
Koshinski Asset Management
Illinois
$316K
NAS
345
Nicolet Advisory Services
Wisconsin
$304K
OSNBOA
346
Old Second National Bank of Aurora
Illinois
$294K
Betterment LLC
347
Betterment LLC
New York
$291K
YIA
348
YHB Investment Advisors
Connecticut
$290K
CIP
349
Capital Insight Partners
Arizona
$287K
WP
350
Wealthspan Partners
Iowa
$284K