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iShares Ultra Short Duration Bond Active ETF

440 hedge funds and large institutions have $3.2B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 169 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
5.9%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
44
Increased
169
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KF
176
Krilogy Financial
Missouri
$1.91M +$1.91M +37,645 New
GWAM
177
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.9M -$93.9K -1,851 -5%
SCP
178
Seizert Capital Partners
Michigan
$1.84M
CFS
179
Cannon Financial Strategists
Georgia
$1.82M +$308K +6,065 +20%
VCWM
180
Vista Cima Wealth Management
Arizona
$1.8M -$23.3K -459 -1%
CTA
181
Chesley Taft & Associates
Illinois
$1.78M -$143K -2,822 -7%
TPW
182
Talon Private Wealth
Florida
$1.76M +$750K +14,788 +74%
DADC
183
D.A. Davidson & Co
Montana
$1.75M -$41.3K -814 -2%
TCMP
184
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.73M +$1.73M +34,087 New
CWA
185
Capital Wealth Alliance
Arizona
$1.67M +$337K +6,640 +25%
HWAM
186
Hennion & Walsh Asset Management
New Jersey
$1.66M -$33.1K -652 -2%
ZI
187
ZEGA Investments
Florida
$1.66M +$485K +9,570 +41%
NA
188
NewEdge Advisors
Louisiana
$1.65M +$99.8K +1,968 +6%
LWM
189
Lionsbridge Wealth Management
Florida
$1.64M -$111K -2,185 -6%
KPWS
190
Kestra Private Wealth Services
Texas
$1.61M -$43.6K -860 -3%
TSS
191
Two Sigma Securities
New York
$1.61M +$1.61M +31,738 New
CA
192
CGN Advisors
Kansas
$1.6M +$571K +11,266 +56%
GWMIA
193
Global Wealth Management Investment Advisory
Florida
$1.59M +$1.59M +31,378 New
SF
194
Synovus Financial
Georgia
$1.59M -$3.65M -72,010 -70%
VF
195
Vista Finance
Missouri
$1.47M +$4.82K +95 +0.3%
FC
196
Fusion Capital
South Carolina
$1.47M -$33.6K -662 -2%
GSWM
197
Greenup Street Wealth Management
Michigan
$1.46M -$287K -5,657 -16%
BWM
198
BCGM Wealth Management
Indiana
$1.45M -$59.3K -1,169 -4%
Jones Financial Companies
199
Jones Financial Companies
Missouri
$1.41M +$250K +4,927 +22%
WP
200
WealthShield Partners
North Carolina
$1.37M -$31.9K -629 -2%