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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
CPC
51
Congress Park Capital
New York
$14.6M +$2.33M +45,964 +19%
JWCA
52
J.W. Cole Advisors
Florida
$14.5M +$1.18M +23,374 +7%
EIA
53
Edgemoor Investment Advisors
Maryland
$14.3M -$422K -8,327 -3%
MIM
54
Morningstar Investment Management
Illinois
$14.3M +$321K +6,333 +2%
WG
55
Wellington Group
Indiana
$13.2M +$13.2M +260,099 New
EF
56
Exeter Financial
Arizona
$13.1M +$2.28M +45,103 +21%
GSIS
57
Global Strategic Investment Solutions
Arizona
$13M -$7.15M -141,119 -35%
GGS
58
Galvin Gaustad & Stein
Arizona
$12.9M +$2.33M +45,998 +22%
MA
59
Mutual Advisors
Nebraska
$12.7M -$2.3M -45,419 -15%
SG
60
Sherry Group
Arkansas
$12.2M +$12.2M +241,206 New
Cerity Partners
61
Cerity Partners
New York
$12.1M +$234K +4,620 +2%
AI
62
Atria Investments
North Carolina
$11.7M +$261K +5,156 +2%
MOS
63
MGO One Seven
Ohio
$11.6M +$1.35M +26,616 +13%
GRP
64
Global Retirement Partners
California
$11.1M +$163K +3,217 +1%
SC
65
Savant Capital
Illinois
$11M +$2.18M +43,130 +25%
CW
66
CreativeOne Wealth
Kansas
$11M +$4.1M +81,030 +59%
Goldman Sachs
67
Goldman Sachs
New York
$11M +$11M +216,513 New
CFS
68
Cannon Financial Strategists
Georgia
$10.8M +$1.99M +39,199 +23%
GC
69
Guidance Capital
Kentucky
$10.6M +$1.26M +24,967 +14%
BCA
70
Bay Capital Advisors
Virginia
$10.5M +$326K +6,439 +3%
SFG
71
Snider Financial Group
Washington
$10.3M +$2.23M +43,993 +27%
JP Morgan Chase
72
JP Morgan Chase
New York
$10.2M -$1M -19,829 -9%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$10.2M -$675K -13,338 -6%
SF
74
Summit Financial
New Jersey
$9.87M +$5.28M +104,248 +115%
PFPG
75
Pinnacle Financial Partners (Georgia)
Georgia
$9.77M +$9.78M +193,188 New