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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 %
LI
426
LRI Investments
Florida
$7.66K +$7.66K +151 New
CA
427
CoreCap Advisors
Michigan
$7.56K -$2.03K -40 -21%
HFS
428
Horizon Financial Services
North Carolina
$6.54K
CTWM
429
Cherry Tree Wealth Management
Minnesota
$6.24K +$6.24K +123 New
FFWM
430
Future Financial Wealth Management
Ohio
$6.09K
NS
431
NBC Securities
Alabama
$5K -$22.5K -450 -82%
BWM
432
Bernard Wealth Management
Michigan
$4.56K
PW
433
Pandora Wealth
Illinois
$2.18K
MCM
434
MV Capital Management
Maryland
$1.93K
BAM
435
Bellevue Asset Management
Washington
$1.84K +$51 +1 +3%
CTA
436
Colonial Trust Advisors
South Carolina
$1.32K
SAM
437
Smartleaf Asset Management
Massachusetts
$179 -$436K -7,299 -100%
EWA
438
EverSource Wealth Advisors
Alabama
$101
MLA
439
MB, Levis & Associates
Pennsylvania
$90
LFA
440
LGT Financial Advisors
Texas
$46 -$14.1K -306 -100%
Renaissance Technologies
441
Renaissance Technologies
New York
-$114M -2,257,100 Closed
TC
442
TownSquare Capital
Utah
-$2.8M -55,192 Closed
AWS
443
Atria Wealth Solutions
New York
-$1.76M -34,797 Closed
CFG
444
Clayton Financial Group
Missouri
-$772K -15,228 Closed
Envestnet Portfolio Solutions
445
Envestnet Portfolio Solutions
Illinois
-$206K -14,945 Closed
FIA
446
Foundations Investment Advisors
Arizona
-$727K -14,348 Closed
TRCT
447
Tower Research Capital (TRC)
New York
-$723K -14,267 Closed
MHS
448
M Holdings Securities
Oregon
-$583K -11,500 Closed
FCBT
449
First Citizens Bank & Trust
North Carolina
-$551K -10,874 Closed
BAAM
450
Baker Avenue Asset Management
California
-$391K -7,709 Closed