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iShares Ultra Short Duration Bond Active ETF

446 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 169

2.26% less ownership

Funds ownership: 55.81%53.55% (-2.3%)

Holders
446
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
LIS
101
Legacy Investment Solutions
Idaho
$5.01M
JP Morgan Chase
102
JP Morgan Chase
New York
$4.78M
HighTower Advisors
103
HighTower Advisors
Illinois
$4.54M
WA
104
Wealth Architects
California
$4.54M
WWM
105
WT Wealth Management
Arizona
$4.54M
CA
106
Capital Advantage
California
$4.49M
AAS
107
Ameritas Advisory Services
Nebraska
$4.45M
WCM
108
WealthBridge Capital Management
Ohio
$4.4M
FGC
109
Financial Gravity Companies
Texas
$4.37M
BFPW
110
BOK Financial Private Wealth
Colorado
$4.36M
RFG
111
RFP Financial Group
Georgia
$4.3M
SB
112
Semitam Bonam
New York
$4.26M
FM
113
Family Management
New York
$4.25M
PFM
114
Phillips Financial Management
Indiana
$4.15M
KWM
115
Kingsview Wealth Management
Oregon
$4.15M
OFP
116
OFC Financial Planning
New Jersey
$4.12M
TWP
117
Tempus Wealth Planning
California
$4.09M
Jane Street
118
Jane Street
New York
$4.08M
PIA
119
Panoramic Investment Advisors
Colorado
$4.01M
SPIA
120
Steward Partners Investment Advisory
New York
$4.01M
WA
121
Waverly Advisors
Alabama
$3.97M
KAS
122
Kestra Advisory Services
Texas
$3.85M
VCM
123
Virtue Capital Management
Tennessee
$3.83M
PSA
124
Plum Street Advisors
Louisiana
$3.82M
PGAM
125
Princeton Global Asset Management
New Jersey
$3.76M