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iShares Ultra Short Duration Bond Active ETF

303 hedge funds and large institutions have $2.72B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+32
Holders Change %
+11.81%
% of All Funds
5.38%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.67%
New
71
Increased
102
Reduced
98
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
276
Carolinas Wealth Consulting
North Carolina
$54K +$101 +2 +0.2%
MCC
277
Money Concepts Capital
Florida
$53K +$53K +1,047 New
MWC
278
MBM Wealth Consultants
Missouri
$50K -$50.3K -990 -50%
AWA
279
Arkadios Wealth Advisors
Georgia
$41K -$30.6K -615 -43%
JPMorgan Chase & Co
280
JPMorgan Chase & Co
New York
$39K
PFGIA
281
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$39K +781 New
VCG
282
Vantage Consulting Group
Virginia
$39K +$39K +789 New
FCA
283
FinTrust Capital Advisors
South Carolina
$38K +$38K +743 New
PB
284
Pinnacle Bancorp
Nebraska
$35K -$21.8K -434 -38%
AIC
285
Archer Investment Corporation
Indiana
$34.9K
LS
286
Leelyn Smith
Illinois
$34K -$101K -1,989 -75%
COCM
287
Charter Oak Capital Management
New Hampshire
$34K +$34K +670 New
WEC
288
Winslow Evans & Crocker
Massachusetts
$34K +$34K +680 New
FRA
289
Front Row Advisors
California
$28K
JPLA
290
Joseph P. Lucia & Associates
New York
$25K +$25K +500 New
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$24K +$2.25K +45 +10%
NFSG
292
Newbridge Financial Services Group
Florida
$17K +$9.25K +185 +119%
SSC
293
Syverson Strege & Co
Iowa
$16K +$16K +324 New
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K
CFG
295
CKW Financial Group
Hawaii
$14K
JWA
296
JFS Wealth Advisors
Pennsylvania
$10K
WPA
297
West Paces Advisors
Georgia
$9.09K +$9.09K +180 New
1IA
298
1834 Investment Advisors
Wisconsin
$8K -$30.3K -625 -79%
VNA
299
Valley National Advisers
Pennsylvania
$7K +$7K +147 New
SIM
300
Sonora Investment Management
Arizona
$5K