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iShares Ultra Short Duration Bond Active ETF

438 hedge funds and large institutions have $3.16B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 178 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $3.34B → $3.16B (-$185M)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
EAM
451
Evanson Asset Management
California
HF
452
HRT Financial
New York
AGA
453
Arkos Global Advisors
Texas
CCWA
454
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
CL
455
Choreo LLC
Illinois
NIA
456
NIA Impact Advisors
California
AIA
457
Accelerate Investment Advisors
California
OL
458
Optas LLC
Texas
EWA
459
EP Wealth Advisors
California
AFO
460
Allie Family Office
Florida
TH
461
TCTC Holdings
Texas
ISWM
462
Independent Solutions Wealth Management
New York
CM
463
Cornerstone Management
Georgia
LI
464
LMCG Investments
Massachusetts
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
HIMC
466
Heritage Investors Management Corp
Maryland
UAG
467
United Advisor Group
Ohio
BF
468
Blankinship & Foster
California
FPAS
469
Focus Partners Advisor Solutions
Missouri
DWM
470
Dopkins Wealth Management
New York
SCA
471
Snowden Capital Advisors
New York
KFGK
472
Keystone Financial Group (Kentucky)
Kentucky
MTIC
473
Missouri Trust & Investment Company
Missouri
CFGS
474
Concourse Financial Group Securities
Alabama
WPWM
475
Western Pacific Wealth Management
Illinois