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iShares Ultra Short Duration Bond Active ETF

436 hedge funds and large institutions have $3.2B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 167 increasing their positions, 166 reducing their positions, and 32 closing their positions.

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.85%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
44
Increased
167
Reduced
166
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$25.5M 503,179 -75,502 -13%
CSP
27
Cary Street Partners
Virginia
$24.2M 476,468 +59,810 +14%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$23.2M 457,674 -22,396 -5%
CG
29
Cynosure Group
Utah
$22.7M 447,247 +7,755 +2%
Goldman Sachs
30
Goldman Sachs
New York
$21.2M 417,592 +417,592 New
AC
31
Avestar Capital
New York
$20.7M 407,352 +30,924 +8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$20.2M 397,918 +89,368 +29%
RBC
33
Roble Belko & Company
Pennsylvania
$18.9M 372,968 +26,637 +8%
GSIS
34
Global Strategic Investment Solutions
Arizona
$17.8M 350,836 +32,754 +10%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$17.4M 343,561 +39,406 +13%
ASN
36
Advisory Services Network
Georgia
$16.5M 325,337 -222,141 -41%
T
37
Transce3nd
Texas
$16.3M 321,100 -11,479 -3%
Stifel Financial
38
Stifel Financial
Missouri
$15.4M 304,095 +234 +0.1%
JWCA
39
J.W. Cole Advisors
Florida
$15.2M 300,046 +96,168 +47%
BF
40
BOK Financial
Oklahoma
$15M 295,935 +39,320 +15%
SQA
41
Simon Quick Advisors
New Jersey
$14.8M 291,605
LPFG
42
Landing Point Financial Group
Ohio
$13.6M 269,060 +254,722 +1,777%
S
43
SignatureFD
Georgia
$13.5M 265,926 +5,818 +2%
PAG
44
Private Advisor Group
New Jersey
$13.3M 261,730 -20,653 -7%
Financial Engines Advisors
45
Financial Engines Advisors
California
$13.1M 258,528 +185,061 +252%
Corient Private Wealth
46
Corient Private Wealth
Florida
$12.9M 253,569 -3,773 -1%
SCM
47
Steele Capital Management
Iowa
$12.5M 246,515 -865 -0.3%
Cerity Partners
48
Cerity Partners
New York
$11.9M 234,646 -19,793 -8%
EIA
49
Edgemoor Investment Advisors
Maryland
$11.9M 234,465 +4,122 +2%
CPC
50
Congress Park Capital
New York
$11.5M 227,048 -93,413 -29%