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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
SPIA
126
Steward Partners Investment Advisory
New York
$3.93M
WA
127
Waverly Advisors
Alabama
$3.9M
NAS
128
NWF Advisory Services
California
$3.9M
ZF
129
Zhang Financial
Michigan
$3.83M
PGAM
130
Princeton Global Asset Management
New Jersey
$3.83M
MSAM
131
Moloney Securities Asset Management
Missouri
$3.73M
FM
132
Family Management
New York
$3.71M
PFM
133
Phillips Financial Management
Indiana
$3.69M
HCM
134
Howland Capital Management
Massachusetts
$3.68M
SC
135
Slow Capital
California
$3.65M
PCIA
136
Prime Capital Investment Advisors
Kansas
$3.54M
OFP
137
OFC Financial Planning
New Jersey
$3.52M
SFA
138
Sequoia Financial Advisors
Ohio
$3.46M
RF
139
RHS Financial
California
$3.17M
KF
140
Krilogy Financial
Missouri
$3.15M
CMMS
141
Comprehensive Money Management Services
Florida
$3.09M
IIA
142
Integral Investment Advisors
California
$3.06M
PIWA
143
Prevail Innovative Wealth Advisors
Kansas
$3.03M
SA
144
Sanctuary Advisors
Indiana
$2.84M
AWE
145
Avidian Wealth Enterprises
Texas
$2.83M
CFC
146
Client First Capital
California
$2.83M
PS
147
Principal Securities
Iowa
$2.82M
SWM
148
StoneCrest Wealth Management
Arizona
$2.73M
Morgan Stanley
149
Morgan Stanley
New York
$2.73M
RAS
150
RPS Advisory Solutions
Kentucky
$2.52M