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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
MFF
151
Michels Family Financial
Texas
$2.42M
VIM
152
Vista Investment Management
Pennsylvania
$2.41M
SWM
153
StoneCrest Wealth Management
Arizona
$2.37M
VPP
154
Vertex Planning Partners
Illinois
$2.36M
BAM
155
Belpointe Asset Management
Nevada
$2.36M
AWE
156
Avidian Wealth Enterprises
Texas
$2.36M
AIA
157
Acute Investment Advisory
Arizona
$2.33M
ZIM
158
Zacks Investment Management
Illinois
$2.23M
CIA
159
Concurrent Investment Advisors
Florida
$2.21M
RAS
160
RPS Advisory Solutions
Kentucky
$2.19M
WGC
161
Watts Gwilliam & Co
Arizona
$2.16M
SSWM
162
Sheets Smith Wealth Management
North Carolina
$2.15M
AAS
163
Avantax Advisory Services
Texas
$2.15M
CIAS
164
CFS Investment Advisory Services
New Jersey
$2.14M
JCM
165
Jacobi Capital Management
Pennsylvania
$2.11M
MMA
166
Miracle Mile Advisors
California
$2.11M
AssetMark Inc
167
AssetMark Inc
California
$2.1M
Citigroup
168
Citigroup
New York
$2.08M
TLFA
169
True Link Financial Advisors
California
$2.08M
VT
170
Vise Technologies
New York
$2.03M
HF
171
HRT Financial
New York
$2.03M
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$2.02M
PGFC
173
Peapack-Gladstone Financial Corp
New Jersey
$2.02M
IFS
174
Ifrah Financial Services
Arkansas
$1.97M
KIM
175
Kane Investment Management
California
$1.97M