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iShares Ultra Short Duration Bond Active ETF

443 hedge funds and large institutions have $3.21B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 169

2.52% less ownership

Funds ownership: 55.81%53.29% (-2.5%)

Holders
443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
HTC
76
Haverford Trust Company
Pennsylvania
$6.78M
BWM
77
Bulltick Wealth Management
Florida
$6.78M
GGS
78
Galvin Gaustad & Stein
Arizona
$6.68M
SWG
79
Summit Wealth Group
Vermont
$6.47M
KC
80
Kintayl Capital
New York
$6.2M
AWM
81
Ariadne Wealth Management
California
$6.19M
FFS
82
Founders Financial Securities
Maryland
$6.19M
CI
83
Constellation Investments
Ohio
$6.09M
APIM
84
Agate Pass Investment Management
Washington
$6.07M
LWM
85
LongView Wealth Management
Georgia
$6.05M
FCIM
86
Fairview Capital Investment Management
California
$5.92M
SFS
87
Sowell Financial Services
Arkansas
$5.92M
CPIG
88
Chicago Partners Investment Group
Illinois
$5.82M
MOS
89
MGO One Seven
Ohio
$5.81M
RWS
90
Rochester Wealth Strategies
Michigan
$5.8M
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$5.73M
FIBT
92
First International Bank & Trust
North Dakota
$5.65M
SRC
93
Shufro Rose & Co
New York
$5.62M
AWMS
94
Advocacy Wealth Management Services
Georgia
$5.58M
CPWA
95
Cerro Pacific Wealth Advisors
California
$5.3M
FAM
96
Forte Asset Management
New York
$5.16M
SAM
97
SP Asset Management
California
$5.04M
DAS
98
Dynamic Advisor Solutions
Arizona
$5.03M
LWMI
99
Legacy Wealth Management (Idaho)
Idaho
$5.01M
LIS
100
Legacy Investment Solutions
Idaho
$5.01M