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iShares Ultra Short Duration Bond Active ETF

330 hedge funds and large institutions have $2.75B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+27
Holders Change %
+8.91%
% of All Funds
5.81%
Holding in Top 10
29
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.68%
% of All Funds
0.51%
New
54
Increased
113
Reduced
127
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
276
Carolinas Wealth Consulting
North Carolina
$212K +$158K +3,131 +293%
RWA
277
Redhawk Wealth Advisors
Minnesota
$211K -$146K -2,901 -41%
BRWM
278
B. Riley Wealth Management
Tennessee
$202K -$2.7M -53,403 -93%
EWM
279
Elmwood Wealth Management
California
$202K +$202K +4,000 New
NFP
280
Narus Financial Partners
Utah
$202K +$202K +3,994 New
FAM
281
Formidable Asset Management
Ohio
$200K
GC
282
Gilbert & Cook
Iowa
$200K +$200K +3,960 New
Franklin Resources
283
Franklin Resources
California
$189K
TLFA
284
True Link Financial Advisors
California
$188K
GWM
285
Geneos Wealth Management
Colorado
$176K +$17.9K +355 +11%
BEI
286
Benjamin Edwards Inc
Missouri
$160K -$5.91K -117 -4%
CIAS
287
Capital Investment Advisory Services
North Carolina
$155K -$1.21M -23,920 -89%
William Blair & Company
288
William Blair & Company
Illinois
$151K +$14.2K +282 +10%
CFGS
289
Concourse Financial Group Securities
Alabama
$150K -$95.9K -1,899 -39%
Wells Fargo
290
Wells Fargo
California
$148K -$12.4K -245 -8%
HWA
291
HHM Wealth Advisors
Tennessee
$142K
MHR
292
Matthew Hamilton Rosenberg
$132K -$1.81K -36 -1%
TCM
293
TD Capital Management
Tennessee
$126K +$101 +2 +0.1%
CP
294
Corbenic Partners
Pennsylvania
$121K -$3.64M -71,683 -97%
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$107K -$96.5K -1,908 -47%
GRP
296
Global Retirement Partners
California
$104K
FCA
297
FinTrust Capital Advisors
South Carolina
$83K +$45.3K +892 +120%
KOCAA
298
Knights of Columbus Asset Advisors
Connecticut
$79K
Bank of Montreal
299
Bank of Montreal
Ontario, Canada
$76K -$15.2K -300 -17%
PB
300
Pinnacle Bancorp
Nebraska
$69K +$33.9K +675 +97%