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iShares Ultra Short Duration Bond Active ETF

491 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 68 funds opening new positions, 213 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
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
AT
426
Avalon Trust
New Mexico
$172K
FP
427
Financial Perspectives
Minnesota
$169K
KOCAA
428
Knights of Columbus Asset Advisors
Connecticut
$160K
ISWM
429
Intesa Sanpaolo Wealth Management
$152K
AF
430
Advisornet Financial
Minnesota
$134K
NFSG
431
Newbridge Financial Services Group
Florida
$126K
WTC
432
WhitTier Trust Company
Nevada
$123K
GWM
433
Geneos Wealth Management
Colorado
$121K
MAS
434
MPWM Advisory Solutions
Georgia
$111K
T
435
Transce3nd
Texas
$110K
BTI
436
Blue Trust Inc
Georgia
$110K
TPBG
437
Turning Point Benefit Group
Maryland
$109K
RFP
438
Root Financial Partners
California
$103K
BC
439
Bulwark Capital
Florida
$102K
AUB
440
Atlantic Union Bankshares
Virginia
$96.6K
AW
441
Ankerstar Wealth
Texas
$86.6K
AP
442
Atwood & Palmer
Missouri
$77.1K
SWP
443
Strategic Wealth Partners
Ohio
$73.1K
PTC
444
Private Trust Company
Ohio
$71K
PWAM
445
Private Wealth Asset Management
Iowa
$70.7K
CFG
446
CKW Financial Group
Hawaii
$65K
AG
447
AmeriFlex Group
Nevada
$53.1K
HWA
448
HHM Wealth Advisors
Tennessee
$51.3K
GSWM
449
Golden State Wealth Management
California
$51K
KFG
450
Kingdom Financial Group
Arizona
$46K