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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 %
CA
426
CoreCap Advisors
Michigan
$7.56K -$2.03K -40 -21%
HFS
427
Horizon Financial Services
North Carolina
$6.54K
CTWM
428
Cherry Tree Wealth Management
Minnesota
$6.24K +$6.24K +123 New
FFWM
429
Future Financial Wealth Management
Ohio
$6.09K
NS
430
NBC Securities
Alabama
$5K -$22.5K -450 -82%
BWM
431
Bernard Wealth Management
Michigan
$4.56K
PW
432
Pandora Wealth
Illinois
$2.18K
MCM
433
MV Capital Management
Maryland
$1.93K
BAM
434
Bellevue Asset Management
Washington
$1.84K +$51 +1 +3%
CTA
435
Colonial Trust Advisors
South Carolina
$1.32K
SAM
436
Smartleaf Asset Management
Massachusetts
$179 -$436K -7,299 -100%
EWA
437
EverSource Wealth Advisors
Alabama
$101
MLA
438
MB, Levis & Associates
Pennsylvania
$90
LFA
439
LGT Financial Advisors
Texas
$46 -$14.1K -306 -100%
Renaissance Technologies
440
Renaissance Technologies
New York
-$114M -2,257,100 Closed
TC
441
TownSquare Capital
Utah
-$2.8M -55,192 Closed
AWS
442
Atria Wealth Solutions
New York
-$1.76M -34,797 Closed
CFG
443
Clayton Financial Group
Missouri
-$772K -15,228 Closed
Envestnet Portfolio Solutions
444
Envestnet Portfolio Solutions
Illinois
-$206K -14,945 Closed
FIA
445
Foundations Investment Advisors
Arizona
-$727K -14,348 Closed
TRCT
446
Tower Research Capital (TRC)
New York
-$723K -14,267 Closed
MHS
447
M Holdings Securities
Oregon
-$583K -11,500 Closed
FCBT
448
First Citizens Bank & Trust
North Carolina
-$551K -10,874 Closed
BAAM
449
Baker Avenue Asset Management
California
-$391K -7,709 Closed
VCM
450
Violich Capital Management
California
-$358K -7,060 Closed