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iShares Ultra Short Duration Bond Active ETF

443 hedge funds and large institutions have $3.21B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 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: 170 | Existing positions reduced: 169

2.52% less ownership

Funds ownership: 55.81%53.29% (-2.5%)

Holders
443
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
ZF
126
Zhang Financial
Michigan
$3.73M
BWS
127
BCR Wealth Strategies
Alabama
$3.71M
PCIA
128
Prime Capital Investment Advisors
Kansas
$3.57M
HCM
129
Howland Capital Management
Massachusetts
$3.56M
PWM
130
Parkworth Wealth Management
California
$3.47M
SC
131
Slow Capital
California
$3.37M
SPC
132
Sigma Planning Corp
Michigan
$3.16M
RIA
133
Realta Investment Advisors
Delaware
$3.06M
IIA
134
Integral Investment Advisors
California
$3.03M
SW
135
SVB Wealth
Massachusetts
$3.02M
MCA
136
MSH Capital Advisors
Arizona
$2.95M
Morgan Stanley
137
Morgan Stanley
New York
$2.91M
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$2.84M
Baird Financial Group
139
Baird Financial Group
Wisconsin
$2.81M
PS
140
Principal Securities
Iowa
$2.78M
B
141
Bailard
California
$2.77M
RF
142
RHS Financial
California
$2.7M
MSAM
143
Moloney Securities Asset Management
Missouri
$2.69M
CMMS
144
Comprehensive Money Management Services
Florida
$2.64M
BCM
145
Brookstone Capital Management
Illinois
$2.6M
Creative Planning
146
Creative Planning
Kansas
$2.57M
RSWM
147
Robertson Stephens Wealth Management
California
$2.55M
RCS
148
Retirement Capital Strategies
California
$2.45M
PWA
149
Peterson Wealth Advisors
Utah
$2.44M
BIAS
150
Beacon Investment Advisory Services
New Jersey
$2.44M