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iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $3.6B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 149 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-14
Holders Change %
-3.27%
% of All Funds
6%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.42%
New
34
Increased
149
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Millennium Management
226
Millennium Management
New York
$770K +$277K +5,477 +56%
CMP
227
Courage Miller Partners
Virginia
$769K
BIA
228
Bell Investment Advisors
California
$764K +$469K +9,277 +159%
AWS
229
Atria Wealth Solutions
New York
$754K +$248K +4,899 +49%
MMA
230
Miracle Mile Advisors
California
$749K -$323K -6,389 -30%
SB
231
Strategic Blueprint
Georgia
$744K -$289K -5,713 -28%
AP
232
Atwood & Palmer
Missouri
$743K -$36.7K -725 -5%
BOH
233
Bank of Hawaii
Hawaii
$734K +$40.3K +798 +6%
AFP
234
Alpha Financial Partners
Kentucky
$732K +$8.19K +162 +1%
RWI
235
Red Wave Investments
Pennsylvania
$719K -$17.9K -355 -2%
CA
236
CGN Advisors
Kansas
$718K -$210K -4,161 -23%
CGA
237
Crescent Grove Advisors
Illinois
$692K -$331K -6,544 -32%
Wealthfront Advisers
238
Wealthfront Advisers
California
$689K -$33.9K -670 -5%
CFS
239
CGC Financial Services
Oregon
$642K -$67.7K -1,340 -10%
EAM
240
Evanson Asset Management
California
$641K +$641K +12,685 New
HCP
241
Hexagon Capital Partners
Arkansas
$632K -$38.9K -769 -6%
NCM
242
New Capital Management
Texas
$622K +$51 +1 +0%
CCM
243
Condor Capital Management
New Jersey
$615K
BPA
244
Beacon Pointe Advisors
California
$612K -$254K -5,018 -29%
SEP
245
Southland Equity Partners
Missouri
$604K +$2.07K +41 +0.3%
VCM
246
Violich Capital Management
California
$604K -$153K -3,030 -20%
AGA
247
Arkos Global Advisors
Texas
$593K +$593K +11,724 New
RW
248
REDW Wealth
New Mexico
$593K +$202K +3,999 +52%
LWM
249
Lionsbridge Wealth Management
Florida
$588K -$603K -11,920 -51%
William Blair & Company
250
William Blair & Company
Illinois
$586K -$171K -3,380 -23%