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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
RSWM
401
Robertson Stephens Wealth Management
California
$236K -$384K -7,588 -62%
TWM
402
Troutman Wealth Management
Pennsylvania
$235K +$235K +4,644 New
CA
403
COFG Advisors
Illinois
$234K +$234K +4,628 New
MCM
404
M1 Capital Management
Michigan
$233K
HAG
405
HF Advisory Group
Maryland
$231K +$7.44K +147 +3%
MSWM
406
McGlone Suttner Wealth Management
Wisconsin
$229K
Truist Financial
407
Truist Financial
North Carolina
$223K +$224K +4,416 New
JKA
408
Jones Kertz & Associates
Minnesota
$223K +$223K +4,413 New
SRC
409
Sage Rhino Capital
California
$221K -$49.7K -982 -18%
PS
410
Portfolio Strategies
New York
$221K -$11.1K -219 -5%
Empower Advisory Group
411
Empower Advisory Group
Colorado
$220K
FZCM
412
Flynn Zito Capital Management
New York
$218K +$6.68K +132 +3%
CAM
413
Concorde Asset Management
Michigan
$217K +$218K +4,300 New
UAG
414
United Advisor Group
Ohio
$217K +$608 +12 +0.3%
SP
415
SmartHarvest Portfolios
Washington
$216K +$216K +4,261 New
BWA
416
BlueChip Wealth Advisors
Georgia
$213K -$150K -2,955 -41%
MFA
417
Mayflower Financial Advisors
Massachusetts
$213K +$213K +4,208 New
IAIM
418
International Assets Investment Management
Florida
$212K +$213K +4,200 New
EWA
419
Encompass Wealth Advisors
Oregon
$211K -$50.6K -1,000 -19%
SWM
420
SeaCrest Wealth Management
New York
$208K
CA
421
Claro Advisors
Massachusetts
$208K -$192K -3,799 -48%
OC
422
Oakworth Capital
Alabama
$205K -$150K -2,956 -42%
GIO
423
Galilei Investment Office
United Kingdom
$202K
RW
424
Ridgeline Wealth
Arizona
$202K +$202K +3,990 New
SI
425
Stephens Inc
Arkansas
$200K