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iShares Ultra Short Duration Bond Active ETF

330 hedge funds and large institutions have $2.75B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+27
Holders Change %
+8.91%
% of All Funds
5.81%
Holding in Top 10
29
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.68%
% of All Funds
0.51%
New
54
Increased
113
Reduced
127
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FM
226
Family Management
New York
$399K
MWM
227
Mattern Wealth Management
Kansas
$399K +$399K +7,900 New
Millennium Management
228
Millennium Management
New York
$397K +$397K +7,863 New
CWA
229
Capital Wealth Alliance
Arizona
$396K -$408K -8,076 -51%
IWS
230
Insight Wealth Strategies
California
$392K -$67.8K -1,342 -15%
PSUF
231
People's United Financial
Connecticut
$389K -$179K -3,540 -32%
SAM
232
Summit Asset Management
Tennessee
$389K
WIC
233
Whitegate Investment Counselors
New Hampshire
$382K -$199K -3,940 -34%
RF
234
RHS Financial
California
$380K +$78.2K +1,549 +26%
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$377K +$145K +2,876 +63%
HA
236
Harborview Advisors
Maine
$365K +$365K +7,227 New
BAM
237
Belpointe Asset Management
Nevada
$364K -$179K -3,535 -33%
US Bancorp
238
US Bancorp
Minnesota
$363K +$229K +4,531 +171%
EPA
239
Element Pointe Advisors
Florida
$362K
AP
240
Americana Partners
Texas
$359K +$66K +1,314 +23%
PA
241
Probity Advisors
Texas
$359K +$359K +7,103 New
SWP
242
Stratos Wealth Partners
Ohio
$357K -$198K -3,925 -36%
PEA
243
Pacific Edge Advisors
California
$354K -$253K -5,000 -42%
MSFS
244
Main Street Financial Solutions
Pennsylvania
$346K +$346K +6,852 New
MHS
245
M Holdings Securities
Oregon
$339K +$339K +6,703 New
KFP
246
KMG Fiduciary Partners
Ohio
$331K -$50.9K -1,008 -13%
WLIM
247
White Lighthouse Investment Management
Massachusetts
$328K
PCA
248
Personal Capital Advisors
California
$308K -$49K -969 -14%
NEPPG
249
New England Professional Planning Group
Rhode Island
$305K +$70.6K +1,398 +30%
TC
250
Telemus Capital
Michigan
$304K