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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 %
SCA
251
Sandy Cove Advisors
Massachusetts
$635K -$120K -2,376 -16%
QPWM
252
Quadrant Private Wealth Management
Pennsylvania
$634K -$230K -4,559 -27%
SEP
253
Southland Equity Partners
Missouri
$625K -$28.2K -559 -4%
AWM
254
Apollon Wealth Management
South Carolina
$624K +$11.2K +222 +2%
CWA
255
Capital Wealth Alliance
Arizona
$623K +$78K +1,549 +14%
PWA
256
Physician Wealth Advisors
Utah
$611K -$417K -8,290 -41%
CW
257
Connectus Wealth
Ohio
$598K -$125K -2,490 -17%
ARG
258
Advisory Resource Group
Oklahoma
$593K +$316K +6,279 +114%
CGL
259
Clarius Group LLC
Washington
$590K -$283K -5,627 -32%
AAS
260
Avantax Advisory Services
Texas
$590K -$232K -4,600 -28%
LIM
261
Leavell Investment Management
Alabama
$588K -$69.5K -1,380 -11%
BAM
262
Belpointe Asset Management
Nevada
$580K -$30.8K -612 -5%
William Blair & Company
263
William Blair & Company
Illinois
$579K +$123K +2,433 +27%
PA
264
Prossimo Advisors
California
$571K
TFG
265
Tilson Financial Group
New Jersey
$567K
CFA
266
Capstone Financial Advisors
Illinois
$557K -$14.6K -289 -3%
EH
267
Equitable Holdings
New York
$554K
OSNBOA
268
Old Second National Bank of Aurora
Illinois
$552K -$237K -4,700 -30%
BWM
269
Birchcreek Wealth Management
Ohio
$547K -$123K -2,432 -18%
GGS
270
Galvin Gaustad & Stein
Arizona
$540K -$549K -10,889 -50%
FFA
271
Farther Finance Advisors
California
$534K +$11.8K +234 +2%
PHIC
272
Pine Haven Investment Counsel
Massachusetts
$527K +$10.8K +215 +2%
RPGK
273
Retirement Planning Group (Kansas)
Kansas
$526K +$101 +2 +0%
MHS
274
M Holdings Securities
Oregon
$524K +$524K +10,398 New
EWA
275
Encompass Wealth Advisors
Oregon
$524K -$24.2K -480 -4%