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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
AWE
126
Avidian Wealth Enterprises
Texas
$3.05M
CI
127
Ceera Investments
Texas
$3.01M
Morgan Stanley
128
Morgan Stanley
New York
$2.99M
PWM
129
Parkworth Wealth Management
California
$2.92M
MCA
130
MSH Capital Advisors
Arizona
$2.85M
TC
131
TownSquare Capital
Utah
$2.8M
Baird Financial Group
132
Baird Financial Group
Wisconsin
$2.78M
Creative Planning
133
Creative Planning
Kansas
$2.75M
IIA
134
Integral Investment Advisors
California
$2.74M
TYCC
135
Texas Yale Capital Corp
Florida
$2.61M
PWA
136
Peterson Wealth Advisors
Utah
$2.59M
RIA
137
Realta Investment Advisors
Delaware
$2.58M
WA
138
Wealth Architects
California
$2.58M
ZIM
139
Zacks Investment Management
Illinois
$2.53M
CMMS
140
Comprehensive Money Management Services
Florida
$2.47M
BAM
141
Belpointe Asset Management
Nevada
$2.47M
PIA
142
Panoramic Investment Advisors
Colorado
$2.46M
MFF
143
Michels Family Financial
Texas
$2.45M
BIAS
144
Beacon Investment Advisory Services
New Jersey
$2.44M
SPC
145
Sigma Planning Corp
Michigan
$2.4M
PGFC
146
Peapack-Gladstone Financial Corp
New Jersey
$2.37M
MSAM
147
Moloney Securities Asset Management
Missouri
$2.36M
ZF
148
Zhang Financial
Michigan
$2.31M
VIM
149
Vista Investment Management
Pennsylvania
$2.31M
VPP
150
Vertex Planning Partners
Illinois
$2.26M