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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
OFP
151
OFC Financial Planning
New Jersey
$3.15M -$353K -6,972 -10%
CFC
152
Client First Capital
California
$3.09M +$273K +5,396 +10%
SA
153
Sanctuary Advisors
Indiana
$3.01M +$186K +3,675 +7%
FM
154
Family Management
New York
$2.98M -$718K -14,174 -19%
Morgan Stanley
155
Morgan Stanley
New York
$2.91M +$189K +3,725 +7%
RF
156
RHS Financial
California
$2.86M -$303K -5,981 -10%
Jones Financial Companies
157
Jones Financial Companies
Missouri
$2.85M +$1.18M +23,291 +70%
SWM
158
StoneCrest Wealth Management
Arizona
$2.8M +$75.8K +1,496 +3%
VFP
159
Vilga Financial Planning
New Jersey
$2.79M +$2.8M +55,220 New
AAS
160
Ameritas Advisory Services
Nebraska
$2.75M +$2.74M +54,118 +27,059%
UA
161
URS Advisory
Florida
$2.69M +$2.69M +53,169 New
PS
162
Principal Securities
Iowa
$2.68M -$139K -2,743 -5%
VIM
163
Vista Investment Management
Pennsylvania
$2.66M +$235K +4,648 +10%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$2.59M +$581K +11,480 +29%
VPP
165
Vertex Planning Partners
Illinois
$2.57M +$83.5K +1,648 +3%
IWM
166
IMG Wealth Management
Florida
$2.52M +$2.52M +49,774 New
CIAS
167
CFS Investment Advisory Services
New Jersey
$2.45M +$165K +3,249 +7%
SC
168
Slow Capital
California
$2.44M -$1.2M -23,658 -33%
AWE
169
Avidian Wealth Enterprises
Texas
$2.43M -$386K -7,618 -14%
MCA
170
MSH Capital Advisors
Arizona
$2.42M -$62.5K -1,234 -3%
FFA
171
Farther Finance Advisors
California
$2.42M +$840K +16,587 +53%
OAG
172
Oakmont Advisory Group
New Mexico
$2.4M +$2.41M +47,521 New
MFF
173
Michels Family Financial
Texas
$2.29M -$18.1K -357 -0.8%
SSWM
174
Sheets Smith Wealth Management
North Carolina
$2.28M +$10.3K +204 +0.5%
PWA
175
Peterson Wealth Advisors
Utah
$2.22M +$167K +3,291 +8%