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iShares Ultra Short Duration Bond Active ETF

462 hedge funds and large institutions have $3.41B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
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
BWA
101
Burt Wealth Advisors
Maryland
$5.09M
SAM
102
SP Asset Management
California
$5.08M
AWMS
103
Advocacy Wealth Management Services
Georgia
$4.94M
AWM
104
Ariadne Wealth Management
California
$4.86M
HighTower Advisors
105
HighTower Advisors
Illinois
$4.86M
BPA
106
Beacon Pointe Advisors
California
$4.85M
FGAM
107
Financial Gravity Asset Management
Texas
$4.76M
WA
108
Wealth Architects
California
$4.72M
WCM
109
WealthBridge Capital Management
Ohio
$4.68M
RFG
110
RFP Financial Group
Georgia
$4.62M
SF
111
Summit Financial
New Jersey
$4.62M
APIM
112
Agate Pass Investment Management
Washington
$4.57M
BWS
113
BCR Wealth Strategies
Alabama
$4.52M
VCM
114
Virtue Capital Management
Tennessee
$4.43M
BFPW
115
BOK Financial Private Wealth
Colorado
$4.41M
CA
116
Capital Advantage
California
$4.35M
WWM
117
WT Wealth Management
Arizona
$4.27M
PIA
118
Panoramic Investment Advisors
Colorado
$4.22M
FAM
119
Forte Asset Management
New York
$4.15M
SB
120
Semitam Bonam
New York
$4.14M
TWP
121
Tempus Wealth Planning
California
$4.11M
SPC
122
Sigma Planning Corp
Michigan
$4.1M
RIA
123
Realta Investment Advisors
Delaware
$4.04M
MAFA
124
MJT & Associates Financial Advisory
Minnesota
$3.98M
SPIA
125
Steward Partners Investment Advisory
New York
$3.93M