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iShares Ultra Short Duration Bond Active ETF

465 hedge funds and large institutions have $3.43B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 188 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
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
PTC
426
Private Trust Company
Ohio
$63K
MG
427
Mather Group
Illinois
$62.2K
Wells Fargo
428
Wells Fargo
California
$61K
HWA
429
HHM Wealth Advisors
Tennessee
$51.5K
GSWM
430
Golden State Wealth Management
California
$51.2K
SWA
431
SOA Wealth Advisors
New York
$44.5K
CAL
432
Capital Analysts LLC
Pennsylvania
$43K
ANBT
433
American National Bank & Trust
Texas
$37.6K
CPG
434
Cornerstone Planning Group
New Jersey
$31.8K
HAP
435
Harbor Asset Planning
Massachusetts
$31.1K
RF
436
Rossby Financial
Florida
$30.2K
AWM
437
AE Wealth Management
Kansas
$28.3K
FRA
438
Front Row Advisors
California
$27.9K
CAM
439
Costello Asset Management
Pennsylvania
$26.4K
CFG
440
Clayton Financial Group
Missouri
$24.7K
CBT
441
Crews Bank & Trust
Florida
$20.5K
FCT
442
First Community Trust
Iowa
$17.7K
BIA
443
Bell Investment Advisors
California
$16.8K
AFWM
444
Abich Financial Wealth Management
Virginia
$13.9K
MHR
445
Matthew Hamilton Rosenberg
$12.7K
AAS
446
Ameritas Advisory Services
Nebraska
$10.2K
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$10.2K
CT
448
Clearstead Trust
Maine
$10K
CFFP
449
Center for Financial Planning
Michigan
$9.54K
AW
450
Avion Wealth
Texas
$8K