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iShares Ultra Short Duration Bond Active ETF

443 hedge funds and large institutions have $3.21B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 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: $ → $

1% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 169

2.52% less ownership

Funds ownership: 55.81%53.29% (-2.5%)

Holders
443
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
Jones Financial Companies
201
Jones Financial Companies
Missouri
$1.41M
WP
202
WealthShield Partners
North Carolina
$1.37M
LRWA
203
Long Run Wealth Advisors
New York
$1.34M
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$1.23M
GF
205
Gries Financial
Ohio
$1.17M
PAS
206
Park Avenue Securities
New York
$1.16M
TCM
207
Tradewinds Capital Management
Washington
$1.15M
BOH
208
Bank of Hawaii
Hawaii
$1.12M
ACA
209
Aptus Capital Advisors
Alabama
$1.12M
AWM
210
Arista Wealth Management
Nevada
$1.11M
NAS
211
NWF Advisory Services
California
$1.1M
CA
212
Clune & Associates
Illinois
$1.09M
CWM
213
Cahaba Wealth Management
Georgia
$1.08M
PCP
214
Proficio Capital Partners
Massachusetts
$1.08M
PWM
215
Perigon Wealth Management
California
$1.06M
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$1.06M
FFA
217
Farther Finance Advisors
California
$1.05M
CCB
218
Country Club Bank
Missouri
$1.03M
BCM
219
Boltwood Capital Management
California
$1.03M
EA
220
Emerald Advisors
Washington
$1.03M
EHC
221
Everett Harris & Co
California
$1.01M
HT
222
Heritage Trust
Oklahoma
$1.01M
CAMG
223
CWA Asset Management Group
Florida
$997K
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$982K
GJIA
225
Glass Jacobson Investment Advisors
Maryland
$976K