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iShares Ultra Short Duration Bond Active ETF

465 hedge funds and large institutions have $3.43B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 188 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
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
SRC
101
Shufro Rose & Co
New York
$5.33M
BWA
102
Burt Wealth Advisors
Maryland
$5.09M
SAM
103
SP Asset Management
California
$5.08M
AWMS
104
Advocacy Wealth Management Services
Georgia
$4.94M
AWM
105
Ariadne Wealth Management
California
$4.86M
HighTower Advisors
106
HighTower Advisors
Illinois
$4.86M
BPA
107
Beacon Pointe Advisors
California
$4.85M
FGAM
108
Financial Gravity Asset Management
Texas
$4.76M
WA
109
Wealth Architects
California
$4.72M
WCM
110
WealthBridge Capital Management
Ohio
$4.68M
RFG
111
RFP Financial Group
Georgia
$4.62M
SF
112
Summit Financial
New Jersey
$4.62M
APIM
113
Agate Pass Investment Management
Washington
$4.57M
BWS
114
BCR Wealth Strategies
Alabama
$4.52M
VCM
115
Virtue Capital Management
Tennessee
$4.43M
BFPW
116
BOK Financial Private Wealth
Colorado
$4.41M
CA
117
Capital Advantage
California
$4.35M
WWM
118
WT Wealth Management
Arizona
$4.27M
PIA
119
Panoramic Investment Advisors
Colorado
$4.22M
FAM
120
Forte Asset Management
New York
$4.15M
SB
121
Semitam Bonam
New York
$4.14M
TWP
122
Tempus Wealth Planning
California
$4.11M
SPC
123
Sigma Planning Corp
Michigan
$4.1M
RIA
124
Realta Investment Advisors
Delaware
$4.04M
MAFA
125
MJT & Associates Financial Advisory
Minnesota
$3.98M