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iShares Ultra Short Duration Bond Active ETF

493 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 70 funds opening new positions, 213 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 35

47% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 145

44% more funds holding in top 10

Funds holding in top 10: 2739 (+12)

10% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$330M)

5% more funds holding

Funds holding: 470493 (+23)

2.43% more ownership

Funds ownership: 53.55%55.97% (+2.4%)

Holders
493
Holders Change
+23
Holders Change %
+4.89%
% of All Funds
6%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.47%
New
70
Increased
213
Reduced
145
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
451
Golden State Wealth Management
California
$51K
KFG
452
Kingdom Financial Group
Arizona
$46K +$46.1K +910 New
SWA
453
SOA Wealth Advisors
New York
$44.4K
GAFA
454
Garton & Associates Financial Advisors
Kentucky
$40.2K +$40.2K +794 New
ANBT
455
American National Bank & Trust
Texas
$37.4K
MCA
456
McGuire Capital Advisors
Oklahoma
$33.9K +$34K +671 New
MHR
457
Matthew Hamilton Rosenberg
$33.9K +$21.2K +419 +167%
CAL
458
Capital Analysts LLC
Pennsylvania
$33K -$9.98K -197 -23%
CPG
459
Cornerstone Planning Group
New Jersey
$32.1K +$304 +6 +1%
HAP
460
Harbor Asset Planning
Massachusetts
$31.4K +$456 +9 +1%
NS
461
NBC Securities
Alabama
$30.2K +$25.2K +497 +497%
FRA
462
Front Row Advisors
California
$27.8K
TCM
463
Triumph Capital Management
Colorado
$27.8K +$27.9K +550 New
TCM
464
TD Capital Management
Tennessee
$27.2K +$26.3K +519 +2,595%
NA
465
Networth Advisors
Pennsylvania
$26.8K +$26.8K +530 New
DF
466
Dunhill Financial
United Kingdom
$25.3K
CBT
467
Crews Bank & Trust
Florida
$20.4K
RF
468
Rossby Financial
Florida
$19.6K -$10.6K -210 -35%
EP
469
Essential Partners
California
$18.7K -$7.9K -156 -30%
LI
470
LRI Investments
Florida
$17.1K +$17.2K +339 New
RYIA
471
Roehl & Yi Investment Advisors
Oregon
$14.1K
RRA
472
Red Reef Advisors
Florida
$12.1K +$12.2K +240 New
SIS
473
Sound Income Strategies
Florida
$10.8K -$87.2K -1,721 -89%
CT
474
Clearstead Trust
Maine
$10K
CFFP
475
Center for Financial Planning
Michigan
$9.51K