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iShares Ultra Short Duration Bond Active ETF

447 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

2.24% less ownership

Funds ownership: 55.83%53.59% (-2.2%)

Holders
447
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
GSWM
201
Greenup Street Wealth Management
Michigan
$1.46M
BWM
202
BCGM Wealth Management
Indiana
$1.45M
Jones Financial Companies
203
Jones Financial Companies
Missouri
$1.41M
WP
204
WealthShield Partners
North Carolina
$1.37M
LRWA
205
Long Run Wealth Advisors
New York
$1.34M
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$1.23M
GF
207
Gries Financial
Ohio
$1.17M
PAS
208
Park Avenue Securities
New York
$1.16M
TCM
209
Tradewinds Capital Management
Washington
$1.15M
BOH
210
Bank of Hawaii
Hawaii
$1.12M
ACA
211
Aptus Capital Advisors
Alabama
$1.12M
AWM
212
Arista Wealth Management
Nevada
$1.11M
NAS
213
NWF Advisory Services
California
$1.1M
CA
214
Clune & Associates
Illinois
$1.09M
CWM
215
Cahaba Wealth Management
Georgia
$1.08M
PCP
216
Proficio Capital Partners
Massachusetts
$1.08M
PWM
217
Perigon Wealth Management
California
$1.06M
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$1.06M
FFA
219
Farther Finance Advisors
California
$1.05M
CCB
220
Country Club Bank
Missouri
$1.03M
BCM
221
Boltwood Capital Management
California
$1.03M
EA
222
Emerald Advisors
Washington
$1.03M
PCA
223
Prosperity Capital Advisors
Ohio
$1.02M
EHC
224
Everett Harris & Co
California
$1.01M
HT
225
Heritage Trust
Oklahoma
$1.01M