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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
Baird Financial Group
176
Baird Financial Group
Wisconsin
$2.17M -$289K -5,709 -12%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$2.14M +$1.02M +20,207 +91%
BWL
178
Bogart Wealth LLC
Virginia
$2.11M -$25.8M -509,795 -92%
9C
179
9823 Capital
Texas
$2.11M +$2.11M +41,680 New
ZIM
180
Zacks Investment Management
Illinois
$2.1M +$4.81K +95 +0.2%
Citigroup
181
Citigroup
New York
$2.1M -$98.7K -1,949 -4%
GSWM
182
Greenup Street Wealth Management
Michigan
$2.08M +$328K +6,485 +19%
QWM
183
Quaker Wealth Management
New Jersey
$2.08M +$2.08M +41,041 New
CTA
184
Chesley Taft & Associates
Illinois
$2.08M +$49.2K +971 +2%
TLFA
185
True Link Financial Advisors
California
$2.07M
BIAS
186
Beacon Investment Advisory Services
New Jersey
$2.05M -$51.7K -1,020 -2%
BAM
187
Belpointe Asset Management
Nevada
$2.04M -$182K -3,592 -8%
AAP
188
Arax Advisory Partners
Colorado
$2.03M +$2.04M +40,233 New
IFS
189
Ifrah Financial Services
Arkansas
$2.03M +$34.8K +688 +2%
AssetMark Inc
190
AssetMark Inc
California
$2.03M +$156K +3,087 +8%
NA
191
NewEdge Advisors
Louisiana
$2.01M +$317K +6,267 +19%
VA
192
Valmark Advisers
Ohio
$2M -$170K -3,355 -8%
BWM
193
Bulltick Wealth Management
Florida
$1.99M -$4.79M -94,517 -71%
MMA
194
Miracle Mile Advisors
California
$1.96M +$81.5K +1,610 +4%
TSS
195
Two Sigma Securities
New York
$1.94M +$618K +12,204 +47%
CMMS
196
Comprehensive Money Management Services
Florida
$1.94M -$1.14M -22,575 -37%
RAS
197
RPS Advisory Solutions
Kentucky
$1.93M -$576K -11,377 -23%
VCWM
198
Vista Cima Wealth Management
Arizona
$1.93M +$56.6K +1,117 +3%
SCP
199
Seizert Capital Partners
Michigan
$1.84M
DADC
200
D.A. Davidson & Co
Montana
$1.82M +$81.9K +1,618 +5%