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iShares Ultra Short Duration Bond Active ETF

439 hedge funds and large institutions have $3.2B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 168 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.89%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
44
Increased
168
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGL
376
Clarius Group LLC
Washington
$219K
NL
377
NWAM LLC
Washington
$218K +$963 +19 +0.4%
EBA
378
Eagle Bay Advisors
New York
$212K -$23.3K -460 -10%
AT
379
Avalon Trust
New Mexico
$208K +$59.3K +1,170 +40%
CCM
380
Crabel Capital Management
California
$207K +$207K +4,087 New
SWM
381
SeaCrest Wealth Management
New York
$204K
GIO
382
Galilei Investment Office
United Kingdom
$203K
BBA
383
BLB&B Advisors
Pennsylvania
$203K
FP
384
Financial Perspectives
Minnesota
$203K +$1.72K +34 +0.9%
SI
385
Stephens Inc
Arkansas
$201K -$18.5K -365 -8%
SNWA
386
Siligmueller & Norvid Wealth Advisors
Illinois
$201K
SWP
387
Strategic Wealth Partners
Ohio
$184K +$184K +3,623 New
KOCAA
388
Knights of Columbus Asset Advisors
Connecticut
$161K
BTI
389
Blue Trust Inc
Georgia
$159K +$862 +17 +0.5%
WTC
390
WhitTier Trust Company
Nevada
$153K
PG
391
Proffitt & Goodson
Tennessee
$150K -$123K -2,432 -45%
NFSG
392
Newbridge Financial Services Group
Florida
$142K +$15K +295 +12%
BC
393
Bulwark Capital
Florida
$132K +$132K +2,605 New
AAM
394
Advisors Asset Management
Colorado
$126K -$116K -2,281 -48%
GWM
395
Geneos Wealth Management
Colorado
$123K -$39.9K -786 -24%
EWA
396
EP Wealth Advisors
California
$123K +$123K +2,427 New
MAS
397
MPWM Advisory Solutions
Georgia
$111K +$111K +2,197 New
AF
398
Advisornet Financial
Minnesota
$104K +$30.1K +593 +41%
Wells Fargo
399
Wells Fargo
California
$98K -$69.8K -1,376 -42%
CAM
400
Creekmur Asset Management
Illinois
$80.6K +$2.03K +40 +3%