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iShares Ultra Short Duration Bond Active ETF

333 hedge funds and large institutions have $3.13B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 29 closing their positions.

Holders
333
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
5.81%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.54%
New
36
Increased
124
Reduced
127
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
251
Stratos Wealth Partners
Ohio
$370K +$12.8K +254 +4%
AP
252
Americana Partners
Texas
$368K +$8.26K +164 +2%
HA
253
Harborview Advisors
Maine
$366K +$1.16K +23 +0.3%
PA
254
Probity Advisors
Texas
$359K +$404 +8 +0.1%
PEA
255
Pacific Edge Advisors
California
$354K
TA
256
Tiedemann Advisors
New York
$354K +$354K +7,000 New
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$353K -$24.6K -486 -7%
MSFS
258
Main Street Financial Solutions
Pennsylvania
$347K +$354 +7 +0.1%
BBW
259
Blue Barn Wealth
Utah
$337K +$337K +6,680 New
WLIM
260
White Lighthouse Investment Management
Massachusetts
$328K
PCA
261
Personal Capital Advisors
California
$308K
TC
262
Telemus Capital
Michigan
$304K
VVP
263
Venture Visionary Partners
Ohio
$300K +$300K +5,940 New
CCA
264
Conservest Capital Advisors
Pennsylvania
$300K +$300K +5,941 New
WA
265
Wealth Architects
California
$293K +$45.6K +901 +18%
MWM
266
MBE Wealth Management
Wisconsin
$290K +$290K +5,739 New
KFP
267
KMG Fiduciary Partners
Ohio
$281K -$49.8K -986 -15%
IA
268
Insight Advisors
Pennsylvania
$280K -$20.2K -400 -7%
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$270K
LIA
270
LBMC Investment Advisors
Tennessee
$270K +$270K +5,336 New
FIM
271
Freedom Investment Management
Connecticut
$269K +$39.4K +781 +17%
NEPPG
272
New England Professional Planning Group
Rhode Island
$260K -$45.4K -898 -15%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$260K +$16.4K +325 +7%
BRWA
274
B. Riley Wealth Advisors
Florida
$253K -$8.55K -169 -3%
PA
275
Pinnacle Associates
New York
$253K