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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
OPCM
26
Osborne Partners Capital Management
California
$28.6M +$1.55M +30,537 +6%
Osaic Holdings
27
Osaic Holdings
Arizona
$26.8M +$343K +6,769 +1%
Stifel Financial
28
Stifel Financial
Missouri
$25.7M +$5.96M +117,596 +30%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$24.7M +$118K +2,329 +0.5%
ASN
30
Advisory Services Network
Georgia
$23.6M +$6.15M +121,502 +35%
RCA
31
Resonant Capital Advisors
Wisconsin
$23.1M +$13.1M +259,412 +132%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$23M -$4.41M -87,054 -16%
SCM
33
Steele Capital Management
Iowa
$22.3M +$1.78M +35,221 +9%
EGWAG
34
Elwood & Goetz Wealth Advisory Group
Georgia
$22.2M +$21.8M +429,944 +4,356%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$22.2M +$3.31M +65,294 +17%
MML Investors Services
36
MML Investors Services
Massachusetts
$21.5M -$5.45M -107,693 -20%
S
37
SignatureFD
Georgia
$21.3M +$4.11M +81,129 +24%
CG
38
Cynosure Group
Utah
$21.1M -$1.13M -22,353 -5%
MAM
39
Mainsail Asset Management
Alabama
$20.7M +$1.38M +27,205 +7%
AA
40
Armis Advisers
Georgia
$20.5M +$10.4M +205,911 +103%
RBC
41
Roble Belko & Company
Pennsylvania
$20.4M +$545K +10,765 +3%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$18M +$3.95M +78,059 +28%
AC
43
Avestar Capital
New York
$17.5M -$236K -4,668 -1%
PAG
44
Private Advisor Group
New Jersey
$17M +$2.43M +47,989 +17%
SHGA
45
Sand Hill Global Advisors
California
$16.8M +$921K +18,185 +6%
BF
46
BOK Financial
Oklahoma
$16.3M +$1.01M +19,862 +7%
Financial Engines Advisors
47
Financial Engines Advisors
California
$15.9M +$301K +5,940 +2%
PA
48
Parallel Advisors
California
$15.8M +$4.33M +85,558 +38%
LPFG
49
Landing Point Financial Group
Ohio
$15.2M +$304K +6,006 +2%
SQA
50
Simon Quick Advisors
New Jersey
$14.8M +$165K +3,268 +1%