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iShares Ultra Short Duration Bond Active ETF

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.75%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HT
226
Heritage Trust
Oklahoma
$997K
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$985K -$9.27M -184,532 -90%
BCM
228
Boltwood Capital Management
California
$980K +$528K +10,500 +117%
MWM
229
Mattern Wealth Management
Kansas
$975K -$18.4K -367 -2%
VA
230
Valmark Advisers
Ohio
$973K -$39.9K -795 -4%
BA
231
Bristlecone Advisors
Washington
$944K -$40K -797 -4%
AWE
232
Avidian Wealth Enterprises
Texas
$930K +$374K +7,444 +67%
VWA
233
Visionary Wealth Advisors
Illinois
$928K +$928K +18,472 New
CCM
234
Crabel Capital Management
California
$925K -$2.89M -57,454 -76%
PMG
235
ProVise Management Group
Florida
$914K -$2.2M -43,766 -71%
CCWA
236
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$910K -$91.2K -1,814 -9%
AAP
237
Arax Advisory Partners
Colorado
$885K -$292K -5,815 -25%
OCPWS
238
One Charles Private Wealth Services
Massachusetts
$877K -$929K -18,483 -51%
CGA
239
Crescent Grove Advisors
Illinois
$859K +$859K +17,091 New
WMG
240
WESCAP Management Group
California
$835K +$150K +2,992 +22%
OSNBOA
241
Old Second National Bank of Aurora
Illinois
$822K
WAM
242
WNY Asset Management
New York
$813K -$49.5K -986 -6%
MSWMA
243
Market Street Wealth Management Advisors
Indiana
$810K -$388K -7,713 -32%
WA
244
Wealth Architects
California
$798K +$80.4K +1,600 +11%
BWL
245
Bogart Wealth LLC
Virginia
$794K -$228K -4,531 -22%
LIM
246
Leavell Investment Management
Alabama
$783K -$164K -3,258 -17%
OMC
247
Old Mission Capital
Illinois
$779K +$779K +15,508 New
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$774K +$480K +9,558 +163%
CMP
249
Courage Miller Partners
Virginia
$764K
Neuberger Berman Group
250
Neuberger Berman Group
New York
$747K +$747K +14,867 New