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iShares Ultra Short Duration Bond Active ETF

447 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 172 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: $ → $

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

2.24% less ownership

Funds ownership: 55.83%53.59% (-2.2%)

Holders
447
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
Betterment LLC
351
Betterment LLC
New York
$291K
YIA
352
YHB Investment Advisors
Connecticut
$290K
CIP
353
Capital Insight Partners
Arizona
$287K
WP
354
Wealthspan Partners
Iowa
$284K
DF
355
Dunhill Financial
United Kingdom
$282K
BCA
356
Bay Colony Advisors
Massachusetts
$280K
PIA
357
Perennial Investment Advisors
California
$277K
TWC
358
TD Waterhouse Canada
Ontario, Canada
$273K
SRC
359
Sage Rhino Capital
California
$271K
LWA
360
Lifelong Wealth Advisors
Minnesota
$271K
AWM
361
Avior Wealth Management
Nebraska
$271K
WANY
362
Wealthspire Advisors (New York)
New York
$267K
EWA
363
Encompass Wealth Advisors
Oregon
$263K
ACP
364
Aviance Capital Partners
Florida
$258K
NG
365
Norden Group
Utah
$257K
TCM
366
Traub Capital Management
Massachusetts
$257K
FAIM
367
Financial Advocates Investment Management
Washington
$255K
SIG
368
Spinnaker Investment Group
California
$252K
AFP
369
Alpha Financial Partners
Kentucky
$249K
PNC Financial Services Group
370
PNC Financial Services Group
Pennsylvania
$247K
PA
371
Probity Advisors
Texas
$246K
SAG
372
SageView Advisory Group
California
$244K
AWS
373
Aspen Wealth Strategies
Colorado
$243K
MCM
374
M1 Capital Management
Michigan
$240K
TPBG
375
Turning Point Benefit Group
Maryland
$238K