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iShares Ultra Short Duration Bond Active ETF

438 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 38 funds opening new positions, 178 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $3.34B → $3.16B (-$185M)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Ariadne Wealth Management
California
$6.55M
MFG
77
Merit Financial Group
Georgia
$6.54M
AO
78
Advisor OS
Illinois
$6.53M
PFM
79
Phillips Financial Management
Indiana
$6.44M
FIBT
80
First International Bank & Trust
North Dakota
$6.34M
KC
81
Kintayl Capital
New York
$6.2M
SAM
82
SP Asset Management
California
$6.03M
LWM
83
LongView Wealth Management
Georgia
$6.03M
FHA
84
Flagship Harbor Advisors
Massachusetts
$5.98M
FCIM
85
Fairview Capital Investment Management
California
$5.92M
FM
86
Family Management
New York
$5.81M
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$5.74M
SWG
88
Summit Wealth Group
Vermont
$5.68M
SRC
89
Shufro Rose & Co
New York
$5.65M
CA
90
Capital Advantage
California
$5.53M
CPIG
91
Chicago Partners Investment Group
Illinois
$5.52M
AA
92
Armis Advisers
Georgia
$5.41M
SF
93
Synovus Financial
Georgia
$5.24M
AWMS
94
Advocacy Wealth Management Services
Georgia
$5.17M
GPI
95
General Partner Inc
Pennsylvania
$5.07M
SFS
96
Sowell Financial Services
Arkansas
$4.93M
PCIA
97
Prime Capital Investment Advisors
Kansas
$4.55M
BFPW
98
BOK Financial Private Wealth
Colorado
$4.45M
OFP
99
OFC Financial Planning
New Jersey
$4.41M
FAM
100
Forte Asset Management
New York
$4.29M