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iShares Ultra Short Duration Bond Active ETF

333 hedge funds and large institutions have $3.13B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
5.81%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.54%
New
36
Increased
124
Reduced
127
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
226
Cetera Advisor Networks
California
$519K +$260K +5,158 +101%
SSCA
227
South Shore Capital Advisors
Massachusetts
$510K -$25.3K -500 -5%
SFS
228
Searcy Financial Services
Kansas
$506K -$38.1K -754 -7%
OPOWM
229
One Plus One Wealth Management
Florida
$505K +$235K +4,645 +87%
MHIC
230
Marble Harbor Investment Counsel
Massachusetts
$505K +$505K +10,000 New
CPW
231
Catalyst Private Wealth
California
$505K +$505K +10,000 New
HWA
232
Heritage Wealth Advisors
Virginia
$499K
RF
233
RHS Financial
California
$498K +$118K +2,336 +31%
SFM
234
Signet Financial Management
New Jersey
$485K -$139K -2,762 -22%
RWI
235
Red Wave Investments
Pennsylvania
$480K -$28.9K -572 -6%
DAS
236
Dynamic Advisor Solutions
Arizona
$478K +$23.9K +474 +5%
AIP
237
Ahrens Investment Partners
Louisiana
$475K -$768K -15,200 -62%
EH
238
Equitable Holdings
New York
$455K -$105K -2,073 -19%
CFC
239
Coyle Financial Counsel
Illinois
$453K +$11.4K +225 +3%
CMP
240
Courage Miller Partners
Virginia
$450K
TWA
241
TCI Wealth Advisors
Arizona
$446K -$184K -3,634 -29%
BW
242
Bison Wealth
Georgia
$444K -$2.25M -44,523 -84%
RCAG
243
Rehmann Capital Advisory Group
Michigan
$435K -$44.9K -894 -9%
KCM
244
Karp Capital Management
California
$409K -$3.62M -71,677 -90%
RCM
245
Requisite Capital Management
Texas
$404K
Wells Fargo
246
Wells Fargo
California
$399K +$250K +4,949 +169%
PSUF
247
People's United Financial
Connecticut
$389K
SAM
248
Summit Asset Management
Tennessee
$389K
BAM
249
Belpointe Asset Management
Nevada
$388K +$24.3K +480 +7%
WIC
250
Whitegate Investment Counselors
New Hampshire
$382K