Who Owns iShares Short Duration Bond Active ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Short Duration Bond Active ETF.
Who crossed 5% of NEAR →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| KWMG, LLCSHOR DURA BD ETF361.4K shadded | $18M |
| Kure Advisory, LLCSHOR DURA BD ETF101.8K shadded | $5.1M |
| FINANCIAL MANAGEMENT NETWORK INCSHOR DURA BD ETF96.7K shtrimmed | $4.8M |
| Castle Rock Wealth Management, LLCSHOR DURA BD ETF43.4K shtrimmed | $2.2M |
| Aletheian Wealth Advisors LLCSHOR DURA BD ETF25K shadded | $1.2M |
| Retireful, LLCSHOR DURA BD ETF11.8K shadded | $590.3K |
| Farther Finance Advisors, LLCETF11.2K shadded | $560.2K |
| Rosenberg Matthew HamiltonETF10.5K shtrimmed | $524.5K |
| Avidian Wealth Enterprises, LLCSHOR DURA BD ETF7K shtrimmed | $350.5K |
| CoreCap Advisors, LLCETF5.6K shadded | $280.6K |
| TrueWealth Advisors, LLCSHOR DURA BD ETF5.5K shheld | $271.9K |
| TOMPKINS FINANCIAL CORPSHOR DURA BD ETF5.1K shheld | $252.4K |
| First Heartland Consultants, Inc.BLACKROCK SH DUR4.8K shtrimmed | $238.8K |
| Apeiron RIA LLCSHOR DURA BD ETF4.6K shheld | $229.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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