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iShares Ultra Short Duration Bond Active ETF

436 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, 167 increasing their positions, 166 reducing their positions, and 32 closing their positions.

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.85%
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
167
Reduced
166
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$4.78M 94,309 -79,202 -46%
HighTower Advisors
102
HighTower Advisors
Illinois
$4.54M 89,540 +8,450 +10%
WA
103
Wealth Architects
California
$4.54M 89,495 +38,566 +76%
CA
104
Capital Advantage
California
$4.49M 88,496 -21,153 -19%
AAS
105
Ameritas Advisory Services
Nebraska
$4.45M 87,683 +8,149 +10%
WCM
106
WealthBridge Capital Management
Ohio
$4.4M 86,707 +3,565 +4%
FGC
107
Financial Gravity Companies
Texas
$4.37M 86,232 +86,232 New
BFPW
108
BOK Financial Private Wealth
Colorado
$4.36M 86,076 -1,631 -2%
RFG
109
RFP Financial Group
Georgia
$4.3M 84,807 +4,179 +5%
SB
110
Semitam Bonam
New York
$4.26M 84,034 +84,034 New
FM
111
Family Management
New York
$4.25M 83,753 -30,790 -27%
PFM
112
Phillips Financial Management
Indiana
$4.15M 81,918 -45,122 -36%
KWM
113
Kingsview Wealth Management
Oregon
$4.15M 81,758 +2,645 +3%
OFP
114
OFC Financial Planning
New Jersey
$4.12M 81,274 -5,790 -7%
TWP
115
Tempus Wealth Planning
California
$4.09M 80,611 +1,246 +2%
Jane Street
116
Jane Street
New York
$4.08M 80,528 -125,518 -61%
PIA
117
Panoramic Investment Advisors
Colorado
$4.01M 79,084 +30,624 +63%
SPIA
118
Steward Partners Investment Advisory
New York
$4.01M 79,027 +902 +1%
WA
119
Waverly Advisors
Alabama
$3.97M 78,209 +1,570 +2%
KAS
120
Kestra Advisory Services
Texas
$3.85M 75,854 +56,606 +294%
VCM
121
Virtue Capital Management
Tennessee
$3.83M 75,554 -7,096 -9%
PSA
122
Plum Street Advisors
Louisiana
$3.82M 75,338 +4,621 +7%
PGAM
123
Princeton Global Asset Management
New Jersey
$3.76M 74,145 +1,232 +2%
IA
124
IFP Advisors
Florida
$3.74M 73,721 +39,386 +115%
ZF
125
Zhang Financial
Michigan
$3.73M 73,512 +27,905 +61%