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iShares Ultra Short Duration Bond Active ETF

303 hedge funds and large institutions have $2.72B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+32
Holders Change %
+11.81%
% of All Funds
5.38%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.67%
New
71
Increased
102
Reduced
98
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CBFP
251
Cedar Brook Financial Partners
Ohio
$203K +$353 +7 +0.2%
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$203K +$30.7K +608 +18%
FAM
253
Formidable Asset Management
Ohio
$200K
CWA
254
Clarity Wealth Advisors
California
$200K
Franklin Resources
255
Franklin Resources
California
$189K -$299K -5,930 -61%
TLFA
256
True Link Financial Advisors
California
$188K +$188K +3,717 New
BWA
257
BDO Wealth Advisors
Florida
$178K -$55.5K -1,100 -24%
BEI
258
Benjamin Edwards Inc
Missouri
$166K +$166K +3,287 New
FA
259
Faithward Advisors
Pennsylvania
$165K
Wells Fargo
260
Wells Fargo
California
$161K -$14.7K -291 -8%
FP
261
Financial Perspectives
Minnesota
$150K -$2.34M -46,305 -94%
MA
262
MCF Advisors
Kentucky
$150K +$150K +2,968 New
HWA
263
HHM Wealth Advisors
Tennessee
$142K +$142K +2,805 New
William Blair & Company
264
William Blair & Company
Illinois
$137K
MHR
265
Matthew Hamilton Rosenberg
$134K +$39.2K +777 +41%
US Bancorp
266
US Bancorp
Minnesota
$134K +$124K +2,455 +1,228%
TCM
267
TD Capital Management
Tennessee
$126K +$252 +5 +0.2%
GRP
268
Global Retirement Partners
California
$104K
MIFH
269
Migdal Insurance & Financial Holdings
Israel
$92K +$4.04K +80 +5%
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$91K -$28.3K -560 -24%
KOCAA
271
Knights of Columbus Asset Advisors
Connecticut
$79K
FGAM
272
Financial Gravity Asset Management
Texas
$76K +$76K +1,510 New
RBC
273
Roble Belko & Company
Pennsylvania
$61K
NFG
274
Next Financial Group
Texas
$61K +$30.8K +611 +102%
GWM
275
Geneos Wealth Management
Colorado
$57K +$33.2K +1,827 +139%