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iShares Ultra Short Duration Bond Active ETF

493 hedge funds and large institutions have $3.75B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 35

47% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 145

44% more funds holding in top 10

Funds holding in top 10: 2739 (+12)

10% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$330M)

5% more funds holding

Funds holding: 470493 (+23)

2.43% more ownership

Funds ownership: 53.55%55.97% (+2.4%)

Holders
493
Holders Change
+23
Holders Change %
+4.89%
% of All Funds
6%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.47%
New
70
Increased
213
Reduced
145
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
101
Fairview Capital Investment Management
California
$5.89M -$20.3K -400 -0.3%
BPA
102
Beacon Pointe Advisors
California
$5.78M +$952K +18,797 +20%
DAS
103
Dynamic Advisor Solutions
Arizona
$5.67M +$335K +6,609 +6%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$5.66M -$62.2K -1,229 -1%
PIWA
105
Prevail Innovative Wealth Advisors
Kansas
$5.6M +$2.59M +51,137 +86%
SFA
106
Sequoia Financial Advisors
Ohio
$5.6M +$2.15M +42,501 +62%
MAFA
107
MJT & Associates Financial Advisory
Minnesota
$5.24M +$1.27M +25,115 +32%
SAM
108
SP Asset Management
California
$4.99M -$73.9K -1,459 -1%
PA
109
Powerhouse Assets
Massachusetts
$4.95M +$4.96M +97,943 New
MWM
110
Maimon Wealth Management
Israel
$4.94M +$4.94M +97,575 New
WA
111
Wealth Architects
California
$4.93M +$225K +4,450 +5%
WCM
112
WealthBridge Capital Management
Ohio
$4.86M +$188K +3,707 +4%
FGAM
113
Financial Gravity Asset Management
Texas
$4.86M +$111K +2,185 +2%
PIA
114
Panoramic Investment Advisors
Colorado
$4.84M +$633K +12,508 +15%
SPC
115
Sigma Planning Corp
Michigan
$4.81M +$716K +14,148 +17%
IF
116
IRON Financial
Illinois
$4.8M +$4.06M +80,082 +539%
AWMS
117
Advocacy Wealth Management Services
Georgia
$4.72M -$204K -4,023 -4%
JHC
118
J. Hagan Capital
Kentucky
$4.58M +$4.59M +90,634 New
CPIG
119
Chicago Partners Investment Group
Illinois
$4.47M -$898K -17,739 -17%
JCM
120
Jacobi Capital Management
Pennsylvania
$4.45M +$2.15M +42,470 +93%
KF
121
Krilogy Financial
Missouri
$4.44M +$1.27M +25,172 +40%
WWM
122
WT Wealth Management
Arizona
$4.39M +$133K +2,632 +3%
SB
123
Semitam Bonam
New York
$4.38M +$262K +5,183 +6%
GPI
124
General Partner Inc
Pennsylvania
$4.36M -$4.39M -86,600 -50%
MKW
125
Mullaney, Keating & Wright
Connecticut
$4.35M -$43.3K -855 -1%