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iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $3.24B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+19
Holders Change %
+4.81%
% of All Funds
5.99%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
54
Increased
139
Reduced
166
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ONSWM
251
Old North State Wealth Management
North Carolina
$622K +$356K +7,009 +134%
ACM
252
Alpha Capital Management
Texas
$622K -$856K -16,875 -58%
MCA
253
Maryland Capital Advisors
Maryland
$620K -$710 -14 -0.1%
SFG
254
SevenBridge Financial Group
Pennsylvania
$603K
SCA
255
Sandy Cove Advisors
Massachusetts
$597K -$702K -13,836 -54%
AGA
256
Arkos Global Advisors
Texas
$595K
BIA
257
Bell Investment Advisors
California
$586K -$517K -10,189 -47%
NCM
258
New Capital Management
Texas
$585K +$863 +17 +0.1%
RCG
259
Regatta Capital Group
California
$583K +$329K +6,475 +129%
WAM
260
WNY Asset Management
New York
$577K -$300K -5,905 -34%
IPA
261
Investment Planning Advisors
Georgia
$577K
CFA
262
Capstone Financial Advisors
Illinois
$576K +$8.02K +158 +1%
PA
263
Prossimo Advisors
California
$575K
TFG
264
Tilson Financial Group
New Jersey
$571K
YIA
265
YHB Investment Advisors
Connecticut
$569K +$7.87K +155 +1%
MWM
266
Mascoma Wealth Management
New Hampshire
$558K -$197K -3,879 -26%
SI
267
Seeds Investor
New York
$557K +$557K +10,980 New
PHIC
268
Pine Haven Investment Counsel
Massachusetts
$548K +$53.5K +1,055 +11%
MSWMA
269
Market Street Wealth Management Advisors
Indiana
$543K +$62K +1,222 +13%
BOM
270
Bank of Marin
California
$541K +$8.98K +177 +2%
VCM
271
Violich Capital Management
California
$536K
CFC
272
Coyle Financial Counsel
Illinois
$533K +$24.2K +478 +5%
FCA
273
FinTrust Capital Advisors
South Carolina
$529K
SFS
274
Searcy Financial Services
Kansas
$509K +$8.32K +164 +2%
Franklin Resources
275
Franklin Resources
California
$506K