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iShares Ultra Short Duration Bond Active ETF

437 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 37 funds opening new positions, 178 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-21
Holders Change %
-4.59%
% of All Funds
5.94%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.39%
New
37
Increased
178
Reduced
154
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
26
Advisory Services Network
Georgia
$27.8M +$23.8M +469,082 +598%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$24.3M +$2.25M +44,371 +10%
CG
28
Cynosure Group
Utah
$22.3M -$322K -6,353 -1%
MA
29
Mutual Advisors
Nebraska
$22M +$20.2M +398,407 +1,080%
CSP
30
Cary Street Partners
Virginia
$21.1M +$633K +12,488 +3%
AAP
31
Arax Advisory Partners
Colorado
$19.6M +$19.4M +383,585 +10,185%
SHGA
32
Sand Hill Global Advisors
California
$19.6M +$4.22M +83,267 +27%
AC
33
Avestar Capital
New York
$19.1M +$3.14M +61,945 +20%
RBC
34
Roble Belko & Company
Pennsylvania
$17.6M -$2.92M -57,513 -14%
T
35
Transce3nd
Texas
$16.9M -$99.7K -1,967 -0.6%
CPC
36
Congress Park Capital
New York
$16.2M +$8.13M +160,351 +100%
GSIS
37
Global Strategic Investment Solutions
Arizona
$16.1M +$1.52M +29,950 +10%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$15.6M -$1.16M -22,831 -7%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$15.4M +$2.61M +51,518 +20%
Stifel Financial
40
Stifel Financial
Missouri
$15.4M +$2.64M +52,071 +21%
SQA
41
Simon Quick Advisors
New Jersey
$14.8M +$190K +3,748 +1%
PAG
42
Private Advisor Group
New Jersey
$14.3M +$1.84M +36,292 +15%
SC
43
Slow Capital
California
$13.3M -$1.85M -36,521 -12%
S
44
SignatureFD
Georgia
$13.2M -$2.77M -54,575 -17%
Corient Private Wealth
45
Corient Private Wealth
Florida
$13M -$27.9M -549,437 -68%
BF
46
BOK Financial
Oklahoma
$13M +$2.24M +44,244 +21%
Cerity Partners
47
Cerity Partners
New York
$12.9M -$20.5M -403,519 -61%
SCM
48
Steele Capital Management
Iowa
$12.5M +$1.24M +24,359 +11%
EIA
49
Edgemoor Investment Advisors
Maryland
$11.7M +$370K +7,306 +3%
GMA
50
Glassy Mountain Advisors
Maryland
$11.3M -$228K -4,488 -2%