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iShares Ultra Short Duration Bond Active ETF

334 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 131 reducing their positions, and 29 closing their positions.

Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.87%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.47%
New
34
Increased
124
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BW
251
Bison Wealth
Georgia
$358K -$85.4K -1,693 -19%
RCM
252
Requisite Capital Management
Texas
$354K -$50.6K -1,000 -13%
MSFS
253
Main Street Financial Solutions
Pennsylvania
$347K +$354 +7 +0.1%
HFS
254
Horizon Financial Services
North Carolina
$330K -$1.82M -36,108 -85%
WLIM
255
White Lighthouse Investment Management
Massachusetts
$328K
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$326K +$55.1K +1,092 +20%
EIP
257
Ellis Investment Partners
Pennsylvania
$319K +$310K +6,158 +3,479%
PCA
258
Personal Capital Advisors
California
$308K
GCA
259
Guardian Capital Advisors
Ontario, Canada
$307K +$307K +6,088 New
WA
260
Wealth Architects
California
$305K +$12.9K +255 +4%
TC
261
Telemus Capital
Michigan
$304K
VVP
262
Venture Visionary Partners
Ohio
$299K
AIP
263
Ahrens Investment Partners
Louisiana
$293K -$182K -3,600 -38%
BAM
264
Belpointe Asset Management
Nevada
$285K -$102K -2,030 -26%
KFP
265
KMG Fiduciary Partners
Ohio
$281K +$151 +3 +0.1%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$275K -$2.95M -58,304 -91%
SSWG
267
Seven Springs Wealth Group
Tennessee
$274K -$10.2M -202,005 -97%
CPIA
268
Cornell Pochily Investment Advisors
New York
$271K +$36.3K +719 +15%
NEPPG
269
New England Professional Planning Group
Rhode Island
$260K
VA
270
Valmark Advisers
Ohio
$255K +$255K +5,050 New
PWMAG
271
Pinnacle Wealth Management Advisory Group
New Jersey
$253K
BRWA
272
B. Riley Wealth Advisors
Florida
$253K
PA
273
Pinnacle Associates
New York
$253K
PGA
274
Portland Global Advisors
Maine
$250K
HFS
275
Haverford Financial Services
Pennsylvania
$250K +$13.5K +267 +6%