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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
Bank of America
1
Bank of America
North Carolina
$205M -$24.4M -482,748 -11%
FDCP
2
Foster Dykema Cabot & Partners
Massachusetts
$204M +$93.5M +1,846,242 +85%
UBS Group
3
UBS Group
Switzerland
$203M +$12.7M +251,028 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$180M -$49.2M -971,514 -21%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$146M +$9M +177,744 +7%
LPL Financial
6
LPL Financial
California
$146M +$20.3M +400,009 +16%
BlackRock
7
BlackRock
New York
$119M +$64.9M +1,282,516 +121%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$112M +$6.23M +122,975 +6%
DCM
9
Donaldson Capital Management
Indiana
$109M +$3.18M +62,775 +3%
Temasek Holdings
10
Temasek Holdings
Singapore
$99.8M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$84.3M -$6.64M -131,052 -7%
Mariner
12
Mariner
Kansas
$64.4M +$4.46M +88,083 +7%
WAG
13
Winthrop Advisory Group
Massachusetts
$59.6M -$1.99M -39,202 -3%
Raymond James Financial
14
Raymond James Financial
Florida
$55.6M -$7.42M -146,470 -12%
Corient Private Wealth
15
Corient Private Wealth
Florida
$54.7M +$39.5M +780,439 +260%
DPI
16
Diversified Portfolios Inc
Michigan
$54.5M -$2.88M -56,792 -5%
FG
17
Foster Group
Iowa
$53.1M +$4.09M +80,699 +8%
AA
18
Acorns Advisers
California
$51.4M +$1.41M +27,861 +3%
IGGA
19
Iron Gate Global Advisors
Utah
$51.3M +$8.7M +171,741 +20%
PCG
20
Prosperity Consulting Group
Maryland
$40.2M +$7.6M +150,066 +23%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$37M +$3.03M +59,894 +9%
CA
22
Capital Advantage
California
$36.3M +$32M +632,528 +737%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$36M +$1.53M +30,176 +4%
ETC
24
Exchange Traded Concepts
Oklahoma
$35.8M -$3.79M -74,840 -10%
CSP
25
Cary Street Partners
Virginia
$30.2M +$544K +10,740 +2%