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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
BOH
151
Bank of Hawaii
Hawaii
$2.2M
SSWM
152
Sheets Smith Wealth Management
North Carolina
$2.12M
MMA
153
Miracle Mile Advisors
California
$2.11M
PS
154
Principal Securities
Iowa
$2.1M
TLFA
155
True Link Financial Advisors
California
$2.08M
AAS
156
Avantax Advisory Services
Texas
$2.04M
CIAS
157
CFS Investment Advisory Services
New Jersey
$2.03M
SWM
158
StoneCrest Wealth Management
Arizona
$2M
GWAM
159
Guardian Wealth Advisors (Minnesota)
Minnesota
$2M
IFS
160
Ifrah Financial Services
Arkansas
$1.96M
BCM
161
Brookstone Capital Management
Illinois
$1.96M
CTA
162
Chesley Taft & Associates
Illinois
$1.92M
VA
163
Valmark Advisers
Ohio
$1.91M
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$1.89M
SCP
165
Seizert Capital Partners
Michigan
$1.84M
VCWM
166
Vista Cima Wealth Management
Arizona
$1.83M
Citigroup
167
Citigroup
New York
$1.82M
DADC
168
D.A. Davidson & Co
Montana
$1.79M
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$1.78M
AWS
170
Atria Wealth Solutions
New York
$1.76M
LWM
171
Lionsbridge Wealth Management
Florida
$1.75M
GSWM
172
Greenup Street Wealth Management
Michigan
$1.75M
IA
173
IFP Advisors
Florida
$1.74M
TC
174
TAGStone Capital
North Carolina
$1.74M
PCP
175
Proficio Capital Partners
Massachusetts
$1.73M