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iShares Ultra Short Duration Bond Active ETF

440 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, 169 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
5.9%
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
169
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Empower Advisory Group
376
Empower Advisory Group
Colorado
$220K +$11.7K +230 +6%
CGL
377
Clarius Group LLC
Washington
$219K
NL
378
NWAM LLC
Washington
$218K +$963 +19 +0.4%
EBA
379
Eagle Bay Advisors
New York
$212K -$23.3K -460 -10%
AT
380
Avalon Trust
New Mexico
$208K +$59.3K +1,170 +40%
CCM
381
Crabel Capital Management
California
$207K +$207K +4,087 New
SWM
382
SeaCrest Wealth Management
New York
$204K
GIO
383
Galilei Investment Office
United Kingdom
$203K
BBA
384
BLB&B Advisors
Pennsylvania
$203K
FP
385
Financial Perspectives
Minnesota
$203K +$1.72K +34 +0.9%
SI
386
Stephens Inc
Arkansas
$201K -$18.5K -365 -8%
SNWA
387
Siligmueller & Norvid Wealth Advisors
Illinois
$201K
SWP
388
Strategic Wealth Partners
Ohio
$184K +$184K +3,623 New
KOCAA
389
Knights of Columbus Asset Advisors
Connecticut
$161K
BTI
390
Blue Trust Inc
Georgia
$159K +$862 +17 +0.5%
WTC
391
WhitTier Trust Company
Nevada
$153K
PG
392
Proffitt & Goodson
Tennessee
$150K -$123K -2,432 -45%
NFSG
393
Newbridge Financial Services Group
Florida
$142K +$15K +295 +12%
BC
394
Bulwark Capital
Florida
$132K +$132K +2,605 New
AAM
395
Advisors Asset Management
Colorado
$126K -$116K -2,281 -48%
GWM
396
Geneos Wealth Management
Colorado
$123K -$39.9K -786 -24%
EWA
397
EP Wealth Advisors
California
$123K +$123K +2,427 New
MAS
398
MPWM Advisory Solutions
Georgia
$111K +$111K +2,197 New
AF
399
Advisornet Financial
Minnesota
$104K +$30.1K +593 +41%
Wells Fargo
400
Wells Fargo
California
$98K -$69.8K -1,376 -42%