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iShares Ultra Short Duration Bond Active ETF

493 hedge funds and large institutions have $3.75B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 35

47% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 145

44% more funds holding in top 10

Funds holding in top 10: 2739 (+12)

10% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$330M)

5% more funds holding

Funds holding: 470493 (+23)

2.43% more ownership

Funds ownership: 53.55%55.97% (+2.4%)

Holders
493
Holders Change
+23
Holders Change %
+4.89%
% of All Funds
6%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.47%
New
70
Increased
213
Reduced
145
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Alterna Wealth Management
Texas
$438K
SEP
327
Southland Equity Partners
Missouri
$436K -$35.9K -709 -8%
COCM
328
Charter Oak Capital Management
New Hampshire
$432K +$48.4K +955 +13%
LIM
329
Leavell Investment Management
Alabama
$425K +$2.43K +48 +0.6%
NCM
330
New Capital Management
Texas
$422K -$29.2K -576 -6%
KWM
331
Kingsview Wealth Management
Oregon
$416K -$9.01K -178 -2%
LS
332
Liquid Strategies
Georgia
$416K +$416K +8,215 New
SFAM
333
Sawyer Falduto Asset Management
Illinois
$414K +$414K +8,179 New
JBA
334
Johnson Bixby & Associates
Washington
$409K +$12.9K +254 +3%
CFA
335
Capstone Financial Advisors
Illinois
$409K -$152K -3,002 -27%
BCA
336
Bay Colony Advisors
Massachusetts
$408K +$121K +2,387 +42%
SWM
337
Seed Wealth Management
Illinois
$405K
BWM
338
BAM Wealth Management
Colorado
$400K +$146K +2,883 +57%
PG
339
Patten Group
Tennessee
$395K +$396K +7,814 New
AWM
340
Avaii Wealth Management
Wisconsin
$393K -$65.7K -1,297 -14%
CCA
341
Clearwater Capital Advisors
Illinois
$393K
Koshinski Asset Management
342
Koshinski Asset Management
Illinois
$391K +$4.05K +80 +1%
EAM
343
Everstar Asset Management
North Carolina
$383K
CCM
344
Condor Capital Management
New Jersey
$379K +$5.37K +106 +1%
GP
345
Guardian Partners
Canada
$376K +$35.5K +701 +10%
AIMC
346
Alley Investment Management Company
Illinois
$374K
William Blair & Company
347
William Blair & Company
Illinois
$372K +$101 +2 +0%
CMP
348
Courage Miller Partners
Virginia
$372K
MWM
349
Mascoma Wealth Management
New Hampshire
$371K -$22.6K -446 -6%
RW
350
Rede Wealth
Virginia
$365K +$154K +3,033 +73%