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iShares Ultra Short Duration Bond Active ETF

438 hedge funds and large institutions have $3.16B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 178 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $3.34B → $3.16B (-$185M)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
438
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
FFS
101
Founders Financial Securities
Maryland
$4.29M
WCM
102
WealthBridge Capital Management
Ohio
$4.22M
VCM
103
Virtue Capital Management
Tennessee
$4.19M
SW
104
SVB Wealth
Massachusetts
$4.18M
RF
105
RHS Financial
California
$4.12M
RSWM
106
Robertson Stephens Wealth Management
California
$4.12M
HighTower Advisors
107
HighTower Advisors
Illinois
$4.11M
RFG
108
RFP Financial Group
Georgia
$4.09M
CPWA
109
Cerro Pacific Wealth Advisors
California
$4.06M
AAS
110
Ameritas Advisory Services
Nebraska
$4.03M
GGS
111
Galvin Gaustad & Stein
Arizona
$4.03M
FGAM
112
Financial Gravity Asset Management
Texas
$4.03M
TWP
113
Tempus Wealth Planning
California
$4.02M
KWM
114
Kingsview Wealth Management
Oregon
$4.01M
GS
115
GWN Securities
Florida
$4M
AIA
116
Acute Investment Advisory
Arizona
$4M
SPIA
117
Steward Partners Investment Advisory
New York
$3.96M
WA
118
Waverly Advisors
Alabama
$3.89M
Financial Engines Advisors
119
Financial Engines Advisors
California
$3.73M
PGAM
120
Princeton Global Asset Management
New Jersey
$3.7M
BWS
121
BCR Wealth Strategies
Alabama
$3.62M
PSA
122
Plum Street Advisors
Louisiana
$3.59M
WGC
123
Watts Gwilliam & Co
Arizona
$3.53M
HCM
124
Howland Capital Management
Massachusetts
$3.48M
WWM
125
WT Wealth Management
Arizona
$3.45M