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iShares Ultra Short Duration Bond Active ETF

410 hedge funds and large institutions have $4.58B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 139 increasing their positions, 176 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
6.47%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.54%
New
43
Increased
139
Reduced
176
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGL
226
Clarius Group LLC
Washington
$873K -$357K -7,103 -29%
QPWM
227
Quadrant Private Wealth Management
Pennsylvania
$862K -$194K -3,860 -18%
OWA
228
Octavia Wealth Advisors
Ohio
$861K +$207K +4,117 +32%
WAM
229
WNY Asset Management
New York
$841K +$27K +536 +3%
FTUS
230
Flow Traders U.S.
New York
$832K -$9.12M -181,140 -92%
AAS
231
Avantax Advisory Services
Texas
$820K -$263K -5,231 -24%
AF
232
Advisornet Financial
Minnesota
$814K -$234K -4,647 -22%
WMG
233
WESCAP Management Group
California
$811K -$25.1K -499 -3%
OSNBOA
234
Old Second National Bank of Aurora
Illinois
$787K -$35.6K -708 -4%
RCAG
235
Rehmann Capital Advisory Group
Michigan
$787K +$157K +3,116 +25%
AAP
236
Arax Advisory Partners
Colorado
$776K -$110K -2,180 -12%
CMP
237
Courage Miller Partners
Virginia
$765K
AC
238
AlphaCore Capital
California
$761K +$195K +3,877 +34%
RWI
239
Red Wave Investments
Pennsylvania
$761K -$468K -9,300 -38%
WA
240
Wealth Architects
California
$756K -$42.4K -843 -5%
SCA
241
Sandy Cove Advisors
Massachusetts
$753K -$516K -10,255 -41%
TC
242
TAGStone Capital
North Carolina
$732K +$9.61K +191 +1%
CW
243
Connectus Wealth
Ohio
$723K
GJIA
244
Glass Jacobson Investment Advisors
Maryland
$706K +$706K +14,030 New
GF
245
Gries Financial
Ohio
$700K
FP
246
Financial Perspectives
Minnesota
$687K +$502K +9,971 +271%
LC
247
Lavaca Capital
Texas
$678K +$678K +13,487 New
BWM
248
Birchcreek Wealth Management
Ohio
$668K -$1.41K -28 -0.2%
LEFP
249
Leading Edge Financial Planning
Tennessee
$666K +$42.4K +842 +7%
LIM
250
Leavell Investment Management
Alabama
$657K -$127K -2,519 -16%