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iShares Ultra Short Duration Bond Active ETF

411 hedge funds and large institutions have $4.55B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 178 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.55%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
41
Increased
135
Reduced
178
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
226
Boltwood Capital Management
California
$811K -$111K -2,200 -12%
NCM
227
New Capital Management
Texas
$804K +$804K +15,968 New
WA
228
Wealth Architects
California
$802K +$44.4K +881 +6%
MCA
229
Maryland Capital Advisors
Maryland
$791K -$260K -5,162 -25%
SFG
230
SevenBridge Financial Group
Pennsylvania
$782K +$782K +15,515 New
AAP
231
Arax Advisory Partners
Colorado
$777K
AF
232
Advisornet Financial
Minnesota
$776K -$39K -774 -5%
CIAS
233
CFS Investment Advisory Services
New Jersey
$774K +$207K +4,099 +36%
LEFP
234
Leading Edge Financial Planning
Tennessee
$767K +$99K +1,966 +15%
CMP
235
Courage Miller Partners
Virginia
$766K
RCAG
236
Rehmann Capital Advisory Group
Michigan
$762K -$25.8K -512 -3%
BPA
237
Beacon Pointe Advisors
California
$761K +$761K +15,104 New
RWI
238
Red Wave Investments
Pennsylvania
$745K -$16.6K -330 -2%
CCB
239
Country Club Bank
Missouri
$737K -$288K -5,723 -28%
CFS
240
CGC Financial Services
Oregon
$731K -$295K -5,863 -29%
TC
241
TAGStone Capital
North Carolina
$720K -$12.7K -252 -2%
Wealthfront Advisers
242
Wealthfront Advisers
California
$711K -$163K -3,228 -19%
AFP
243
Alpha Financial Partners
Kentucky
$711K -$518K -10,280 -42%
GJIA
244
Glass Jacobson Investment Advisors
Maryland
$707K
CAC
245
Certified Advisory Corp
Florida
$704K +$162K +3,215 +30%
WP
246
Westmount Partners
California
$702K +$702K +13,933 New
LC
247
Lavaca Capital
Texas
$688K +$8.62K +171 +1%
WCP
248
Wick Capital Partners
Pennsylvania
$659K +$659K +13,086 New
SWM
249
Spire Wealth Management
Virginia
$653K +$285K +5,658 +77%
NAM
250
NorthCrest Asset Manangement
Minnesota
$645K +$645K +12,801 New