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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
SFP
351
Shepherd Financial Partners
Massachusetts
$362K -$286K -5,646 -44%
FIA
352
Foundations Investment Advisors
Arizona
$362K -$153K -3,031 -30%
NAS
353
Nicolet Advisory Services
Wisconsin
$361K +$61.4K +1,213 +21%
WIA
354
Wetzel Investment Advisors
Indiana
$359K +$98.5K +1,945 +38%
WLIM
355
White Lighthouse Investment Management
Massachusetts
$354K
QP
356
Quartz Partners
New York
$353K +$353K +6,975 New
Betterment LLC
357
Betterment LLC
New York
$352K -$104K -2,056 -23%
ACM
358
Alpha Capital Management
Texas
$352K -$50.6K -1,000 -13%
LCGC
359
Legacy Capital Group California
California
$351K +$15.2K +301 +5%
FTS
360
Fifth Third Securities
Ohio
$347K +$60.2K +1,189 +21%
HFS
361
Hopwood Financial Services
Virginia
$336K
Comerica Bank
362
Comerica Bank
Texas
$335K +$180K +3,547 +115%
DAS
363
Daybright Advisory Services
Florida
$333K +$333K +6,581 New
QPWM
364
Quadrant Private Wealth Management
Pennsylvania
$325K
SC
365
Scotia Capital
Ontario, Canada
$324K -$21.1K -417 -6%
AWM
366
Accurate Wealth Management
Florida
$317K -$8.1K -160 -2%
PG
367
Proffitt & Goodson
Tennessee
$316K +$22.7K +449 +8%
PHIC
368
Pine Haven Investment Counsel
Massachusetts
$311K -$100K -1,975 -24%
MWM
369
MBE Wealth Management
Wisconsin
$307K +$4.41K +87 +1%
LEFP
370
Leading Edge Financial Planning
Tennessee
$302K -$31.4K -620 -9%
BNP Paribas Financial Markets
371
BNP Paribas Financial Markets
France
$302K +$301K +5,952 +35,012%
BSAM
372
Blue Square Asset Management
New York
$300K +$300K +5,930 New
CSPIA
373
Cary Street Partners Investment Advisory
Virginia
$300K +$300K +5,929 New
MIFH
374
Migdal Insurance & Financial Holdings
Israel
$298K +$299K +5,900 New
SAG
375
SageView Advisory Group
California
$294K +$50.1K +990 +21%