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iShares Ultra Short Duration Bond Active ETF

462 hedge funds and large institutions have $3.41B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
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
VT
201
Vise Technologies
New York
$1.35M
IPW
202
Impact Partnership Wealth
Georgia
$1.34M
TSS
203
Two Sigma Securities
New York
$1.33M
GWMIA
204
Global Wealth Management Investment Advisory
Florida
$1.3M
HF
205
HRT Financial
New York
$1.3M
WP
206
WealthShield Partners
North Carolina
$1.29M
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$1.23M
LRWA
208
Long Run Wealth Advisors
New York
$1.2M
PCP
209
Proficio Capital Partners
Massachusetts
$1.18M
TCM
210
Tradewinds Capital Management
Washington
$1.17M
CCB
211
Country Club Bank
Missouri
$1.16M
LWM
212
Lionsbridge Wealth Management
Florida
$1.16M
KAS
213
Kestra Advisory Services
Texas
$1.14M
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$1.13M
BCI
215
Brinker Capital Investments
Pennsylvania
$1.1M
YIA
216
YHB Investment Advisors
Connecticut
$1.09M
CA
217
Clune & Associates
Illinois
$1.07M
BCM
218
Boltwood Capital Management
California
$1.07M
BA
219
Bristlecone Advisors
Washington
$1.05M
PWM
220
Perigon Wealth Management
California
$1.05M
MTC
221
Matrix Trust Company
Colorado
$1.02M
EHC
222
Everett Harris & Co
California
$1.01M
WCP
223
Wick Capital Partners
Pennsylvania
$997K
CAMG
224
CWA Asset Management Group
Florida
$996K
RRA
225
Round Rock Advisors
Connecticut
$996K