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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 %
CAM
401
Creekmur Asset Management
Illinois
$80.6K +$2.03K +40 +3%
AP
402
Atwood & Palmer
Missouri
$77.3K -$216K -4,252 -74%
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$67.1K -$154K -3,035 -70%
CFG
404
CKW Financial Group
Hawaii
$65K
PTC
405
Private Trust Company
Ohio
$61.9K -$2.74K -54 -4%
LBC
406
Lowe Brockenbrough & Co
Virginia
$56.1K +$56.1K +1,107 New
HWA
407
HHM Wealth Advisors
Tennessee
$51.4K
GSWM
408
Golden State Wealth Management
California
$51.1K
SWA
409
SOA Wealth Advisors
New York
$44.5K
CAL
410
Capital Analysts LLC
Pennsylvania
$43K
WFA
411
Wells Financial Advisors
Massachusetts
$42.3K -$84.2K -1,660 -67%
HAP
412
Harbor Asset Planning
Massachusetts
$41.2K +$41.2K +813 New
SS
413
Sunbelt Securities
Texas
$38.3K
RF
414
Rossby Financial
Florida
$31.8K -$9.23K -182 -22%
CPG
415
Cornerstone Planning Group
New Jersey
$31.3K +$354 +7 +1%
MAFA
416
MJT & Associates Financial Advisory
Minnesota
$31.1K +$18K +354 +137%
FRA
417
Front Row Advisors
California
$27.9K
RI
418
Ridgewood Investments
New Jersey
$26.5K
CAM
419
Costello Asset Management
Pennsylvania
$26.1K +$254 +5 +1%
CBT
420
Crews Bank & Trust
Florida
$20.5K
BIA
421
Bell Investment Advisors
California
$16.6K +$203 +4 +1%
MHR
422
Matthew Hamilton Rosenberg
$12.7K
CT
423
Clearstead Trust
Maine
$10K
CFFP
424
Center for Financial Planning
Michigan
$9.53K
AW
425
Avion Wealth
Texas
$8K -$4.02K -89 -33%