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iShares Ultra Short Duration Bond Active ETF

465 hedge funds and large institutions have $3.43B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 188 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
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
SFG
76
Snider Financial Group
Washington
$8.15M
FHA
77
Flagship Harbor Advisors
Massachusetts
$8.07M
AO
78
Advisor OS
Illinois
$8.04M
MFG
79
Merit Financial Group
Georgia
$7.8M
PFP
80
Pinnacle Financial Partners
Tennessee
$7.67M
AF
81
Allworth Financial
California
$7.53M
FF
82
Farrow Financial
Vermont
$7.3M
AWM
83
Able Wealth Management
New Jersey
$7.28M
CW
84
CreativeOne Wealth
Kansas
$6.96M
RWS
85
Rochester Wealth Strategies
Michigan
$6.82M
BWM
86
Bulltick Wealth Management
Florida
$6.77M
HTC
87
Haverford Trust Company
Pennsylvania
$6.72M
AC
88
AlphaCore Capital
California
$6.72M
LWM
89
LongView Wealth Management
Georgia
$6.3M
CIA
90
Concurrent Investment Advisors
Florida
$6.2M
FFS
91
Founders Financial Securities
Maryland
$6M
SFS
92
Sowell Financial Services
Arkansas
$5.96M
FCIM
93
Fairview Capital Investment Management
California
$5.93M
PSA
94
Plum Street Advisors
Louisiana
$5.93M
CPWA
95
Cerro Pacific Wealth Advisors
California
$5.79M
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$5.74M
FIBT
97
First International Bank & Trust
North Dakota
$5.65M
CPIG
98
Chicago Partners Investment Group
Illinois
$5.37M
DAS
99
Dynamic Advisor Solutions
Arizona
$5.35M
LWMI
100
Legacy Wealth Management (Idaho)
Idaho
$5.34M