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iShares Ultra Short Duration Bond Active ETF

522 hedge funds and large institutions have $3.74B invested in iShares Ultra Short Duration Bond Active ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 206 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 33

17% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 176

15% more funds holding in top 10

Funds holding in top 10: 3945 (+6)

6% more funds holding

Funds holding: 493522 (+29)

0% less capital invested

Capital invested by funds: $3.75B → $3.74B (-$13.2M)

4.52% less ownership

Funds ownership: 55.97%51.45% (-4.5%)

Holders
522
Holders Change
+29
Holders Change %
+5.88%
% of All Funds
6.43%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.55%
New
73
Increased
206
Reduced
176
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Clearstead Trust
Maine
$10K
LI
502
LRI Investments
Florida
$9.37K -$7.8K -154 -45%
BIA
503
Bell Investment Advisors
California
$7.8K +$51 +1 +0.7%
JWA
504
JFS Wealth Advisors
Pennsylvania
$7.59K +$7.59K +150 New
LHEI
505
Leo H. Evart Inc
California
$6.95K +$6.94K +137 New
HFS
506
Horizon Financial Services
North Carolina
$6.53K
CTWM
507
Cherry Tree Wealth Management
Minnesota
$6.23K
SFS
508
Sunrise Financial Services
Washington
$4.96K
BWM
509
Bernard Wealth Management
Michigan
$4.56K
MWA
510
Medallion Wealth Advisors
Connecticut
$4.56K
TCM
511
TD Capital Management
Tennessee
$4.05K -$23.2K -459 -85%
NWM
512
Navigoe Wealth Management
California
$3K +$3.75K +74 New
BAM
513
Bellevue Asset Management
Washington
$1.89K
EWM
514
Evolution Wealth Management
Florida
$1.52K
RF
515
RetireMitten Financial
Michigan
$1.4K +$1.42K +28 New
CTA
516
Colonial Trust Advisors
South Carolina
$1.32K
SIM
517
Synergy Investment Management
Florida
$1.01K +$1.01K +20 New
PF
518
PlanVest Financial
Maryland
$900 +$861 +17 New
EWA
519
EverSource Wealth Advisors
Alabama
$607 +$506 +10 +500%
SAM
520
Smartleaf Asset Management
Massachusetts
$137
MLA
521
MB, Levis & Associates
Pennsylvania
$93
TPWA
522
Twin Peaks Wealth Advisors
California
$43 +$51 +1 New
MWM
523
MY Wealth Management
Maryland
-$9.32M -184,351 Closed
HF
524
HRT Financial
New York
-$4.17M -82,460 Closed
TRCT
525
Tower Research Capital (TRC)
New York
-$3.33M -65,847 Closed