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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 %
LRWA
201
Long Run Wealth Advisors
New York
$1.34M -$54K -1,065 -4%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$1.23M -$663K -13,084 -35%
GF
203
Gries Financial
Ohio
$1.17M
PAS
204
Park Avenue Securities
New York
$1.16M +$578K +11,405 +99%
TCM
205
Tradewinds Capital Management
Washington
$1.15M +$13.2K +261 +1%
BOH
206
Bank of Hawaii
Hawaii
$1.12M -$1.08M -21,306 -49%
ACA
207
Aptus Capital Advisors
Alabama
$1.12M +$7.05K +139 +0.6%
AWM
208
Arista Wealth Management
Nevada
$1.11M +$1.11M +21,801 New
NAS
209
NWF Advisory Services
California
$1.1M +$710K +14,002 +183%
CA
210
Clune & Associates
Illinois
$1.09M +$333K +6,562 +44%
CWM
211
Cahaba Wealth Management
Georgia
$1.08M -$100K -1,975 -8%
PCP
212
Proficio Capital Partners
Massachusetts
$1.08M -$654K -12,895 -38%
PWM
213
Perigon Wealth Management
California
$1.06M +$963 +19 +0.1%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$1.06M +$598K +11,784 +131%
FFA
215
Farther Finance Advisors
California
$1.05M +$227K +4,471 +27%
CCB
216
Country Club Bank
Missouri
$1.03M +$62.9K +1,240 +6%
BCM
217
Boltwood Capital Management
California
$1.03M
EA
218
Emerald Advisors
Washington
$1.03M -$302K -5,960 -23%
EHC
219
Everett Harris & Co
California
$1.01M +$1.01M +20,000 New
HT
220
Heritage Trust
Oklahoma
$1.01M
CAMG
221
CWA Asset Management Group
Florida
$997K -$5.53K -109 -0.6%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$982K +$175K +3,455 +22%
GJIA
223
Glass Jacobson Investment Advisors
Maryland
$976K
NW
224
NewEdge Wealth
Pennsylvania
$954K +$204K +4,030 +27%
BWA
225
Burt Wealth Advisors
Maryland
$931K +$931K +18,358 New