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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
ACP
176
Aviance Capital Partners
Florida
$1.71M
JCM
177
Jacobi Capital Management
Pennsylvania
$1.7M
HWAM
178
Hennion & Walsh Asset Management
New Jersey
$1.7M
4WM
179
49 Wealth Management
Texas
$1.68M
KPWS
180
Kestra Private Wealth Services
Texas
$1.65M
NA
181
NewEdge Advisors
Louisiana
$1.55M
BWM
182
BCGM Wealth Management
Indiana
$1.51M
CFS
183
Cannon Financial Strategists
Georgia
$1.51M
CIA
184
Concurrent Investment Advisors
Florida
$1.51M
FC
185
Fusion Capital
South Carolina
$1.51M
BWM
186
Base Wealth Management
Florida
$1.5M
VF
187
Vista Finance
Missouri
$1.47M
WP
188
WealthShield Partners
North Carolina
$1.4M
LRWA
189
Long Run Wealth Advisors
New York
$1.39M
EA
190
Emerald Advisors
Washington
$1.33M
CWA
191
Capital Wealth Alliance
Arizona
$1.33M
FAIM
192
Financial Advocates Investment Management
Washington
$1.25M
WWM
193
WJ Wealth Management
Arizona
$1.22M
JCIA
194
Jackson Creek Investment Advisors
Colorado
$1.19M
CWM
195
Cahaba Wealth Management
Georgia
$1.18M
ZI
196
ZEGA Investments
Florida
$1.17M
NWMP
197
Noble Wealth Management PBC
Colorado
$1.17M
GF
198
Gries Financial
Ohio
$1.17M
Jones Financial Companies
199
Jones Financial Companies
Missouri
$1.16M
TCM
200
Tradewinds Capital Management
Washington
$1.14M