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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
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$206K
FFS
377
Flavin Financial Services
Florida
$205K
SWM
378
SeaCrest Wealth Management
New York
$204K
GIO
379
Galilei Investment Office
United Kingdom
$203K
BBA
380
BLB&B Advisors
Pennsylvania
$203K
SNWA
381
Siligmueller & Norvid Wealth Advisors
Illinois
$201K
FP
382
Financial Perspectives
Minnesota
$201K
WW
383
Winnow Wealth
Texas
$194K
AG
384
AmeriFlex Group
Nevada
$183K
Wells Fargo
385
Wells Fargo
California
$168K
GWM
386
Geneos Wealth Management
Colorado
$163K
KOCAA
387
Knights of Columbus Asset Advisors
Connecticut
$161K
BTI
388
Blue Trust Inc
Georgia
$158K
WTC
389
WhitTier Trust Company
Nevada
$153K
AT
390
Avalon Trust
New Mexico
$148K
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$129K
NFSG
392
Newbridge Financial Services Group
Florida
$127K
WFA
393
Wells Financial Advisors
Massachusetts
$126K
PPA
394
Pilgrim Partners Asia
Singapore
$118K
CAM
395
Creekmur Asset Management
Illinois
$78.5K
BWL
396
Bogart Wealth LLC
Virginia
$77.3K
WT
397
Washington Trust
Rhode Island
$76K
AF
398
Advisornet Financial
Minnesota
$73.5K
CFG
399
CKW Financial Group
Hawaii
$65K
PTC
400
Private Trust Company
Ohio
$64.7K