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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 %
AP
401
Atwood & Palmer
Missouri
$77.3K -$216K -4,252 -74%
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$67.1K -$154K -3,035 -70%
CFG
403
CKW Financial Group
Hawaii
$65K
PTC
404
Private Trust Company
Ohio
$61.9K -$2.74K -54 -4%
LBC
405
Lowe Brockenbrough & Co
Virginia
$56.1K +$56.1K +1,107 New
HWA
406
HHM Wealth Advisors
Tennessee
$51.4K
GSWM
407
Golden State Wealth Management
California
$51.1K
SWA
408
SOA Wealth Advisors
New York
$44.5K
CAL
409
Capital Analysts LLC
Pennsylvania
$43K
WFA
410
Wells Financial Advisors
Massachusetts
$42.3K -$84.2K -1,660 -67%
HAP
411
Harbor Asset Planning
Massachusetts
$41.2K +$41.2K +813 New
SS
412
Sunbelt Securities
Texas
$38.3K
RF
413
Rossby Financial
Florida
$31.8K -$9.23K -182 -22%
CPG
414
Cornerstone Planning Group
New Jersey
$31.3K +$354 +7 +1%
MAFA
415
MJT & Associates Financial Advisory
Minnesota
$31.1K +$18K +354 +137%
FRA
416
Front Row Advisors
California
$27.9K
RI
417
Ridgewood Investments
New Jersey
$26.5K
CAM
418
Costello Asset Management
Pennsylvania
$26.1K +$254 +5 +1%
CBT
419
Crews Bank & Trust
Florida
$20.5K
BIA
420
Bell Investment Advisors
California
$16.6K +$203 +4 +1%
MHR
421
Matthew Hamilton Rosenberg
$12.7K
CT
422
Clearstead Trust
Maine
$10K
CFFP
423
Center for Financial Planning
Michigan
$9.53K
AW
424
Avion Wealth
Texas
$8K -$4.02K -89 -33%
LI
425
LRI Investments
Florida
$7.66K +$7.66K +151 New