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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
OSNBOA
376
Old Second National Bank of Aurora
Illinois
$293K
PCM
377
Parsons Capital Management
Rhode Island
$292K +$75K +1,481 +34%
CAM
378
Cresset Asset Management
Illinois
$292K -$11.4K -226 -4%
BFS
379
BridgePort Financial Solutions
Iowa
$291K -$24.9K -492 -8%
SIG
380
Spinnaker Investment Group
California
$286K +$9.67K +191 +3%
HWM
381
Howard Wealth Management
Connecticut
$277K +$65.4K +1,291 +31%
PCS
382
Private Client Services
Kentucky
$276K -$14.5K -286 -5%
LWA
383
Lifelong Wealth Advisors
Minnesota
$271K
AWM
384
Avior Wealth Management
Nebraska
$270K
OC
385
Opal Capital
Florida
$267K +$111K +2,199 New
TWC
386
TD Waterhouse Canada
Ontario, Canada
$266K +$12.9K +254 +5%
OL
387
Optas LLC
Texas
$266K +$266K +5,250 New
FWI
388
Facet Wealth Inc
Maryland
$263K +$262K +5,181 New
AQR Capital Management
389
AQR Capital Management
Connecticut
$262K
ACP
390
Aviance Capital Partners
Florida
$257K
NWMP
391
Noble Wealth Management PBC
Colorado
$257K +$167K +3,294 +185%
HI
392
Harbour Investments
Wisconsin
$257K -$461K -9,107 -64%
RM
393
RCW Management
Florida
$256K +$257K +5,069 New
SWA
394
Serenus Wealth Advisors
California
$256K -$485K -9,583 -65%
ML
395
MLP3 LLC
New Jersey
$253K +$253K +5,000 New
AWS
396
Aspen Wealth Strategies
Colorado
$251K -$12.5K -246 -5%
SOS
397
Silver Oak Securities
Tennessee
$251K +$69.7K +1,377 +38%
Mercer Global Advisors
398
Mercer Global Advisors
Colorado
$246K +$247K +4,872 New
TCM
399
Traub Capital Management
Massachusetts
$245K +$3.8K +75 +2%
NG
400
Norden Group
Utah
$237K