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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
ZF
126
Zhang Financial
Michigan
$4.35M +$524K +10,345 +14%
Wells Fargo
127
Wells Fargo
California
$4.24M +$4.18M +82,616 +6,873%
HF
128
HRT Financial
New York
$4.17M +$2.88M +56,797 +221%
PFM
129
Phillips Financial Management
Indiana
$4.17M +$487K +9,608 +13%
IIA
130
Integral Investment Advisors
California
$4.1M +$1.05M +20,812 +35%
BWS
131
BCR Wealth Strategies
Alabama
$4.07M -$431K -8,512 -10%
RIA
132
Realta Investment Advisors
Delaware
$4.06M +$31.8K +627 +0.8%
SPIA
133
Steward Partners Investment Advisory
New York
$4.03M +$117K +2,310 +3%
BFPW
134
BOK Financial Private Wealth
Colorado
$4.01M -$385K -7,601 -9%
B
135
Barings
North Carolina
$3.98M +$3.98M +78,600 New
APIM
136
Agate Pass Investment Management
Washington
$3.95M -$598K -11,812 -13%
UB
137
UMB Bank
Missouri
$3.91M +$3.92M +77,364 New
PGAM
138
Princeton Global Asset Management
New Jersey
$3.89M +$74K +1,461 +2%
Northern Trust
139
Northern Trust
Illinois
$3.78M +$3.79M +74,743 New
FAM
140
Forte Asset Management
New York
$3.77M -$373K -7,370 -9%
WA
141
Waverly Advisors
Alabama
$3.75M -$136K -2,692 -4%
AWM
142
Ariadne Wealth Management
California
$3.71M -$1.15M -22,654 -24%
HOWA
143
Hudson Oak Wealth Advisory
New Jersey
$3.68M +$3.68M +72,697 New
HCM
144
Howland Capital Management
Massachusetts
$3.61M -$55.5K -1,095 -2%
TWP
145
Tempus Wealth Planning
California
$3.52M -$571K -11,268 -14%
TRCT
146
Tower Research Capital (TRC)
New York
$3.33M +$3.03M +59,749 +980%
AWP
147
Astra Wealth Partners
New Jersey
$3.28M +$3.28M +64,804 New
FFS
148
Founders Financial Securities
Maryland
$3.26M -$2.73M -53,847 -46%
Pathstone Holdings
149
Pathstone Holdings
New Jersey
$3.19M +$743K +14,672 +30%
PCIA
150
Prime Capital Investment Advisors
Kansas
$3.17M -$361K -7,136 -10%