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iShares Ultra Short Duration Bond Active ETF

439 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, 168 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.89%
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
168
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$4.78M -$4.02M -79,202 -46%
HighTower Advisors
102
HighTower Advisors
Illinois
$4.54M +$429K +8,450 +10%
WA
103
Wealth Architects
California
$4.54M +$1.96M +38,566 +76%
CA
104
Capital Advantage
California
$4.49M -$1.07M -21,153 -19%
AAS
105
Ameritas Advisory Services
Nebraska
$4.45M +$413K +8,149 +10%
WCM
106
WealthBridge Capital Management
Ohio
$4.4M +$181K +3,565 +4%
FGC
107
Financial Gravity Companies
Texas
$4.37M +$4.37M +86,232 New
BFPW
108
BOK Financial Private Wealth
Colorado
$4.36M -$82.7K -1,631 -2%
RFG
109
RFP Financial Group
Georgia
$4.3M +$212K +4,179 +5%
SB
110
Semitam Bonam
New York
$4.26M +$4.26M +84,034 New
FM
111
Family Management
New York
$4.25M -$1.56M -30,790 -27%
PFM
112
Phillips Financial Management
Indiana
$4.15M -$2.29M -45,122 -36%
KWM
113
Kingsview Wealth Management
Oregon
$4.15M +$134K +2,645 +3%
OFP
114
OFC Financial Planning
New Jersey
$4.12M -$294K -5,790 -7%
TWP
115
Tempus Wealth Planning
California
$4.09M +$63.2K +1,246 +2%
Jane Street
116
Jane Street
New York
$4.08M -$6.37M -125,518 -61%
PIA
117
Panoramic Investment Advisors
Colorado
$4.01M +$1.55M +30,624 +63%
SPIA
118
Steward Partners Investment Advisory
New York
$4.01M +$45.7K +902 +1%
WA
119
Waverly Advisors
Alabama
$3.97M +$79.6K +1,570 +2%
KAS
120
Kestra Advisory Services
Texas
$3.85M +$2.87M +56,606 +294%
VCM
121
Virtue Capital Management
Tennessee
$3.83M -$360K -7,096 -9%
PSA
122
Plum Street Advisors
Louisiana
$3.82M +$234K +4,621 +7%
PGAM
123
Princeton Global Asset Management
New Jersey
$3.76M +$62.5K +1,232 +2%
IA
124
IFP Advisors
Florida
$3.74M +$2M +39,386 +115%
ZF
125
Zhang Financial
Michigan
$3.73M +$1.42M +27,905 +61%