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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 %
AI
51
Atria Investments
North Carolina
$11.3M -$304 -6 -0%
RCA
52
Resonant Capital Advisors
Wisconsin
$11.1M +$621K +12,242 +6%
SC
53
Savant Capital
Illinois
$11M -$355K -6,994 -3%
HCM
54
Hengehold Capital Management
Ohio
$10.8M +$1.84M +36,232 +20%
BWA
55
Boulder Wealth Advisors
Colorado
$10.7M +$3.92M +77,229 +58%
Jane Street
56
Jane Street
New York
$10.4M +$5.84M +115,176 +127%
JWCA
57
J.W. Cole Advisors
Florida
$10.3M -$814K -16,053 -7%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$10.1M +$1.41M +27,862 +16%
BWM
59
Bulltick Wealth Management
Florida
$10M +$9.25M +182,463 +1,166%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$9.39M +$2.25M +44,412 +32%
CW
61
CreativeOne Wealth
Kansas
$9.31M +$356K +7,028 +4%
EF
62
Exeter Financial
Arizona
$8.94M -$879K -17,334 -9%
PA
63
Parallel Advisors
California
$8.91M +$12.6K +249 +0.1%
GC
64
Guidance Capital
Kentucky
$8.85M +$428K +8,470 +5%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$8.8M +$2.48M +48,949 +39%
PFP
66
Pinnacle Financial Partners
Tennessee
$8.4M +$117K +2,306 +1%
LWMI
67
Legacy Wealth Management (Idaho)
Idaho
$8.31M +$1.51M +29,821 +22%
Citadel Advisors
68
Citadel Advisors
Florida
$8.3M +$7.79M +153,557 +1,523%
SFG
69
Snider Financial Group
Washington
$8.02M +$1.84M +36,295 +30%
AF
70
Allworth Financial
California
$7.54M +$103K +2,027 +1%
HTC
71
Haverford Trust Company
Pennsylvania
$7.18M +$216K +4,263 +3%
FF
72
Farrow Financial
Vermont
$6.97M +$317K +6,243 +5%
APIM
73
Agate Pass Investment Management
Washington
$6.66M +$1.58M +31,190 +31%
MOS
74
MGO One Seven
Ohio
$6.64M -$974K -19,207 -13%
RWS
75
Rochester Wealth Strategies
Michigan
$6.57M +$6.57M +129,549 New