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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
EWA
351
Encompass Wealth Advisors
Oregon
$263K
AWS
352
Aspen Wealth Strategies
Colorado
$260K
SIG
353
Spinnaker Investment Group
California
$258K
KIM
354
Kane Investment Management
California
$257K
NG
355
Norden Group
Utah
$257K
AFM
356
Armstrong Fleming & Moore
District of Columbia
$254K
AssetMark Inc
357
AssetMark Inc
California
$253K
TWC
358
TD Waterhouse Canada
Ontario, Canada
$253K
DWA
359
Delap Wealth Advisory
Oregon
$251K
SAG
360
SageView Advisory Group
California
$244K
AAM
361
Advisors Asset Management
Colorado
$242K
Mercer Global Advisors
362
Mercer Global Advisors
Colorado
$241K
MCM
363
M1 Capital Management
Michigan
$240K
EBA
364
Eagle Bay Advisors
New York
$235K
MSWM
365
McGlone Suttner Wealth Management
Wisconsin
$229K
HWM
366
HB Wealth Management
Georgia
$229K
HAG
367
HF Advisory Group
Maryland
$221K
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$220K
CGL
369
Clarius Group LLC
Washington
$219K
SI
370
Stephens Inc
Arkansas
$219K
CPSC
371
Carl P. Sherr & Co
Massachusetts
$219K
PAA
372
Peregrine Asset Advisers
Oregon
$217K
NL
373
NWAM LLC
Washington
$217K
Comerica Bank
374
Comerica Bank
Texas
$216K
Empower Advisory Group
375
Empower Advisory Group
Colorado
$209K