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iShares Ultra Short Duration Bond Active ETF

443 hedge funds and large institutions have $3.21B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 169

2.52% less ownership

Funds ownership: 55.81%53.29% (-2.5%)

Holders
443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
CT
426
Clearstead Trust
Maine
$10K
CFFP
427
Center for Financial Planning
Michigan
$9.53K
AW
428
Avion Wealth
Texas
$8K
LI
429
LRI Investments
Florida
$7.66K
CA
430
CoreCap Advisors
Michigan
$7.56K
HFS
431
Horizon Financial Services
North Carolina
$6.54K
CTWM
432
Cherry Tree Wealth Management
Minnesota
$6.24K
FFWM
433
Future Financial Wealth Management
Ohio
$6.08K
NS
434
NBC Securities
Alabama
$5K
BWM
435
Bernard Wealth Management
Michigan
$4.56K
PW
436
Pandora Wealth
Illinois
$2.18K
MCM
437
MV Capital Management
Maryland
$1.93K
BAM
438
Bellevue Asset Management
Washington
$1.83K
CTA
439
Colonial Trust Advisors
South Carolina
$1.32K
SAM
440
Smartleaf Asset Management
Massachusetts
$179
EWA
441
EverSource Wealth Advisors
Alabama
$101
MLA
442
MB, Levis & Associates
Pennsylvania
$90
LFA
443
LGT Financial Advisors
Texas
$46
Renaissance Technologies
444
Renaissance Technologies
New York
TC
445
TownSquare Capital
Utah
AWS
446
Atria Wealth Solutions
New York
CFG
447
Clayton Financial Group
Missouri
Envestnet Portfolio Solutions
448
Envestnet Portfolio Solutions
Illinois
FIA
449
Foundations Investment Advisors
Arizona
TRCT
450
Tower Research Capital (TRC)
New York