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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
CIBC Private Wealth Group
476
CIBC Private Wealth Group
Georgia
$9.1K -$1.01K -20 -10%
AW
477
Avion Wealth
Texas
$8K
BIA
478
Bell Investment Advisors
California
$7.74K -$9.06K -179 -54%
HFS
479
Horizon Financial Services
North Carolina
$6.53K
CTWM
480
Cherry Tree Wealth Management
Minnesota
$6.22K
SFS
481
Sunrise Financial Services
Washington
$4.96K +$4.96K +98 New
BWM
482
Bernard Wealth Management
Michigan
$4.55K
MWA
483
Medallion Wealth Advisors
Connecticut
$4.55K
CA
484
CoreCap Advisors
Michigan
$2.48K -$4.76K -94 -66%
PW
485
Pandora Wealth
Illinois
$2.17K
MCM
486
MV Capital Management
Maryland
$1.92K
BAM
487
Bellevue Asset Management
Washington
$1.88K +$51 +1 +3%
EWM
488
Evolution Wealth Management
Florida
$1.52K +$1.52K +30 New
CTA
489
Colonial Trust Advisors
South Carolina
$1.31K
TAM
490
Tucker Asset Management
Colorado
$1.06K +$1.06K +21 New
LAS
491
Lloyd Advisory Services
Georgia
$815 +$810 +16 New
SAM
492
Smartleaf Asset Management
Massachusetts
$137
EWA
493
EverSource Wealth Advisors
Alabama
$101
MLA
494
MB, Levis & Associates
Pennsylvania
$92
Citadel Advisors
495
Citadel Advisors
Florida
-$18.5M -364,879 Closed
RFG
496
RFP Financial Group
Georgia
-$4.62M -91,690 Closed
Jane Street
497
Jane Street
New York
-$2.45M -48,336 Closed
RCS
498
Retirement Capital Strategies
California
-$2.42M -47,726 Closed
KC
499
Kintayl Capital
New York
-$2.3M -45,380 Closed
FTUS
500
Flow Traders U.S.
New York
-$2.27M -44,823 Closed