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iShares Ultra Short Duration Bond Active ETF

440 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, 169 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
5.9%
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
169
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HTC
76
Haverford Trust Company
Pennsylvania
$6.78M -$402K -7,931 -6%
BWM
77
Bulltick Wealth Management
Florida
$6.78M -$3.26M -64,374 -32%
GGS
78
Galvin Gaustad & Stein
Arizona
$6.68M +$2.65M +52,274 +66%
SWG
79
Summit Wealth Group
Vermont
$6.47M +$783K +15,447 +14%
KC
80
Kintayl Capital
New York
$6.2M
AWM
81
Ariadne Wealth Management
California
$6.19M -$368K -7,274 -6%
FFS
82
Founders Financial Securities
Maryland
$6.19M +$1.9M +37,492 +44%
CI
83
Constellation Investments
Ohio
$6.09M -$36.9M -726,691 -86%
APIM
84
Agate Pass Investment Management
Washington
$6.07M -$589K -11,615 -9%
LWM
85
LongView Wealth Management
Georgia
$6.05M +$18.7K +369 +0.3%
FCIM
86
Fairview Capital Investment Management
California
$5.92M
SFS
87
Sowell Financial Services
Arkansas
$5.92M +$989K +19,504 +20%
CPIG
88
Chicago Partners Investment Group
Illinois
$5.82M +$282K +5,560 +5%
MOS
89
MGO One Seven
Ohio
$5.81M -$825K -16,267 -12%
RWS
90
Rochester Wealth Strategies
Michigan
$5.8M -$772K -15,232 -12%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$5.73M -$14.4K -283 -0.2%
FIBT
92
First International Bank & Trust
North Dakota
$5.65M -$692K -13,646 -11%
SRC
93
Shufro Rose & Co
New York
$5.62M -$31.6K -624 -0.6%
AWMS
94
Advocacy Wealth Management Services
Georgia
$5.58M +$405K +7,977 +8%
CPWA
95
Cerro Pacific Wealth Advisors
California
$5.3M +$1.22M +24,078 +30%
FAM
96
Forte Asset Management
New York
$5.16M +$862K +17,005 +20%
SAM
97
SP Asset Management
California
$5.04M -$995K -19,631 -17%
DAS
98
Dynamic Advisor Solutions
Arizona
$5.03M +$4.65M +91,708 +1,236%
LWMI
99
Legacy Wealth Management (Idaho)
Idaho
$5.01M -$3.3M -65,086 -40%
LIS
100
Legacy Investment Solutions
Idaho
$5.01M +$5.01M +98,888 New