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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
SWG
76
Summit Wealth Group
Vermont
$9.77M +$800K +15,804 +9%
LWMI
77
Legacy Wealth Management (Idaho)
Idaho
$9.59M +$4.28M +84,531 +80%
HCM
78
Hengehold Capital Management
Ohio
$9.49M -$96.1K -1,898 -1%
MFG
79
Merit Financial Group
Georgia
$9.4M +$1.63M +32,183 +21%
MWM
80
MY Wealth Management
Maryland
$9.32M -$49.7K -982 -0.5%
GMA
81
Glassy Mountain Advisors
Maryland
$8.34M -$1.55M -30,560 -16%
GS
82
GWN Securities
Florida
$8.04M -$248K -4,892 -3%
AO
83
Advisor OS
Illinois
$8.02M +$9.12K +180 +0.1%
FF
84
Farrow Financial
Vermont
$7.59M +$313K +6,187 +4%
PSA
85
Plum Street Advisors
Louisiana
$7.58M +$1.68M +33,117 +28%
VCM
86
Virtue Capital Management
Tennessee
$7.51M +$7.36M +145,351 +4,662%
Creative Planning
87
Creative Planning
Kansas
$7.32M +$5.13M +101,259 +233%
FHA
88
Flagship Harbor Advisors
Massachusetts
$7.21M -$833K -16,450 -10%
AF
89
Allworth Financial
California
$7.18M -$331K -6,534 -4%
HCM
90
Hollencrest Capital Management
California
$7.1M -$16.4M -324,615 -70%
RWS
91
Rochester Wealth Strategies
Michigan
$7.02M +$227K +4,476 +3%
CIA
92
Concurrent Investment Advisors
Florida
$6.56M +$378K +7,472 +6%
LWM
93
LongView Wealth Management
Georgia
$6.53M +$245K +4,829 +4%
SRC
94
Shufro Rose & Co
New York
$6.39M +$1.08M +21,228 +20%
HTC
95
Haverford Trust Company
Pennsylvania
$6.33M -$371K -7,318 -6%
SFS
96
Sowell Financial Services
Arkansas
$6.3M +$356K +7,024 +6%
AWM
97
Able Wealth Management
New Jersey
$6.26M -$1M -19,842 -14%
HighTower Advisors
98
HighTower Advisors
Illinois
$6.19M +$1.35M +26,616 +28%
WETS
99
Wealth Enhancement Trust Services
South Dakota
$6.18M +$6.18M +122,111 New
CPWA
100
Cerro Pacific Wealth Advisors
California
$6.05M +$285K +5,623 +5%