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iShares Ultra Short Duration Bond Active ETF

436 hedge funds and large institutions have $3.2B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 167 increasing their positions, 166 reducing their positions, and 32 closing their positions.

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.85%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
44
Increased
167
Reduced
166
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HTC
76
Haverford Trust Company
Pennsylvania
$6.78M 133,778 -7,931 -6%
BWM
77
Bulltick Wealth Management
Florida
$6.78M 133,739 -64,374 -32%
GGS
78
Galvin Gaustad & Stein
Arizona
$6.68M 131,784 +52,274 +66%
SWG
79
Summit Wealth Group
Vermont
$6.47M 127,579 +15,447 +14%
KC
80
Kintayl Capital
New York
$6.2M 122,200
AWM
81
Ariadne Wealth Management
California
$6.19M 122,394 -7,274 -6%
FFS
82
Founders Financial Securities
Maryland
$6.19M 122,088 +37,492 +44%
CI
83
Constellation Investments
Ohio
$6.09M 120,000 -726,691 -86%
APIM
84
Agate Pass Investment Management
Washington
$6.07M 119,699 -11,615 -9%
LWM
85
LongView Wealth Management
Georgia
$6.05M 119,221 +369 +0.3%
FCIM
86
Fairview Capital Investment Management
California
$5.92M 116,788
SFS
87
Sowell Financial Services
Arkansas
$5.92M 116,752 +19,504 +20%
CPIG
88
Chicago Partners Investment Group
Illinois
$5.82M 114,896 +5,560 +5%
MOS
89
MGO One Seven
Ohio
$5.81M 114,636 -16,267 -12%
RWS
90
Rochester Wealth Strategies
Michigan
$5.8M 114,317 -15,232 -12%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$5.73M 112,990 -283 -0.2%
FIBT
92
First International Bank & Trust
North Dakota
$5.65M 111,382 -13,646 -11%
SRC
93
Shufro Rose & Co
New York
$5.62M 110,790 -624 -0.6%
AWMS
94
Advocacy Wealth Management Services
Georgia
$5.58M 110,032 +7,977 +8%
CPWA
95
Cerro Pacific Wealth Advisors
California
$5.3M 104,609 +24,078 +30%
FAM
96
Forte Asset Management
New York
$5.16M 101,665 +17,005 +20%
SAM
97
SP Asset Management
California
$5.04M 99,297 -19,631 -17%
DAS
98
Dynamic Advisor Solutions
Arizona
$5.03M 99,128 +91,708 +1,236%
LWMI
99
Legacy Wealth Management (Idaho)
Idaho
$5.01M 98,888 -65,086 -40%
LIS
100
Legacy Investment Solutions
Idaho
$5.01M 98,888 +98,888 New