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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 %
RJT
251
Raymond James Trust
Florida
$586K +$586K +11,582 New
PJSIMP
252
P.J. Schmidt Investment Management (PJS)
Wisconsin
$577K -$37.9K -749 -6%
CFA
253
Capstone Financial Advisors
Illinois
$574K +$2.02K +40 +0.4%
PA
254
Prossimo Advisors
California
$573K
LIM
255
Leavell Investment Management
Alabama
$571K +$75.1K +1,485 +15%
QPWM
256
Quadrant Private Wealth Management
Pennsylvania
$569K -$165K -3,272 -23%
TFG
257
Tilson Financial Group
New Jersey
$569K
EH
258
Equitable Holdings
New York
$565K +$8.39K +166 +2%
LEFP
259
Leading Edge Financial Planning
Tennessee
$562K -$39.4K -780 -7%
GGS
260
Galvin Gaustad & Stein
Arizona
$557K +$44.2K +874 +9%
FLPIM
261
F.L. Putnam Investment Management
Massachusetts
$554K -$227K -4,487 -29%
CAM
262
Crestone Asset Management
Colorado
$554K -$419K -8,283 -43%
CS
263
Cannell & Spears
New York
$541K -$869K -17,185 -62%
FCA
264
FinTrust Capital Advisors
South Carolina
$527K +$527K +10,420 New
ACA
265
Aptus Capital Advisors
Alabama
$525K +$47.4K +937 +10%
SFS
266
Searcy Financial Services
Kansas
$518K +$42.3K +836 +9%
EWA
267
Elevate Wealth Advisory
Georgia
$515K +$377K +7,448 +271%
NA
268
NewEdge Advisors
Louisiana
$510K -$13.4K -266 -3%
CFC
269
Coyle Financial Counsel
Illinois
$510K +$16.1K +318 +3%
PHIC
270
Pine Haven Investment Counsel
Massachusetts
$508K -$41K -810 -7%
MHS
271
M Holdings Securities
Oregon
$506K -$1.42K -28 -0.3%
Franklin Resources
272
Franklin Resources
California
$506K
OSNBOA
273
Old Second National Bank of Aurora
Illinois
$494K -$60.2K -1,190 -11%
TSS
274
Two Sigma Securities
New York
$491K -$625K -12,369 -56%
CPRC
275
Consolidated Portfolio Review Corp
New York
$491K