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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
MG
401
Mather Group
Illinois
$62.1K
HWA
402
HHM Wealth Advisors
Tennessee
$51.4K
GSWM
403
Golden State Wealth Management
California
$51.1K
SWA
404
SOA Wealth Advisors
New York
$44.5K
HC
405
Hoese & Co
Minnesota
$43.1K
CAL
406
Capital Analysts LLC
Pennsylvania
$43K
RF
407
Rossby Financial
Florida
$41K
SS
408
Sunbelt Securities
Texas
$38.5K
CPG
409
Cornerstone Planning Group
New Jersey
$31K
TCM
410
TD Capital Management
Tennessee
$30.9K
FRA
411
Front Row Advisors
California
$27.9K
NS
412
NBC Securities
Alabama
$27K
RI
413
Ridgewood Investments
New Jersey
$26.5K
AWM
414
AE Wealth Management
Kansas
$26.3K
CAM
415
Costello Asset Management
Pennsylvania
$25.8K
CBT
416
Crews Bank & Trust
Florida
$20.5K
PB
417
Pinnacle Bancorp
Nebraska
$20.1K
BIA
418
Bell Investment Advisors
California
$16.4K
LFA
419
LGT Financial Advisors
Texas
$15.6K
CTC
420
Central Trust Company
Missouri
$15K
MAFA
421
MJT & Associates Financial Advisory
Minnesota
$13.1K
AW
422
Avion Wealth
Texas
$13K
MHR
423
Matthew Hamilton Rosenberg
$12.7K
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$11.6K
CT
425
Clearstead Trust
Maine
$10K