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iShares Ultra Short Duration Bond Active ETF

334 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 131 reducing their positions, and 29 closing their positions.

Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.87%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.47%
New
34
Increased
124
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KIG
276
Kowal Investment Group
Wisconsin
$250K 4,953 +4,953 New
FIM
277
Freedom Investment Management
Connecticut
$248K 4,903 -426 -8%
Cetera Investment Advisers
278
Cetera Investment Advisers
Illinois
$247K 4,889 -2,097 -30%
QPWM
279
Quadrant Private Wealth Management
Pennsylvania
$238K 4,705 +4,705 New
IWM
280
IHT Wealth Management
Illinois
$237K 4,683
BTWM
281
Baker Tilly Wealth Management
Wisconsin
$237K 4,690
SWP
282
Stratos Wealth Partners
Ohio
$236K 4,680 -2,634 -36%
MWM
283
MBE Wealth Management
Wisconsin
$235K 4,656 -1,083 -19%
CWA
284
Capital Wealth Alliance
Arizona
$231K 4,581 +4,581 New
CWA
285
Clarity Wealth Advisors
California
$225K 4,465
SPAS
286
Spectrum Planning & Advisory Services
California
$224K 4,444 -145 -3%
NAG
287
Northstar Advisory Group
New Jersey
$224K 4,444 +4,444 New
CAL
288
Capital Advisors Ltd
Ohio
$215K 4,251
RWA
289
Redhawk Wealth Advisors
Minnesota
$211K 4,181
BBW
290
Blue Barn Wealth
Utah
$206K 4,077 -2,603 -39%
BBA
291
BLB&B Advisors
Pennsylvania
$202K 3,999
LWM
292
Liberty Wealth Management
California
$202K 4,001 +4,001 New
TWA
293
TCI Wealth Advisors
Arizona
$196K 3,887 -4,936 -56%
Koshinski Asset Management
294
Koshinski Asset Management
Illinois
$162K 3,202 +3,202 New
MHR
295
Matthew Hamilton Rosenberg
$152K 3,004 +345 +13%
HWA
296
HHM Wealth Advisors
Tennessee
$142K 2,805
William Blair & Company
297
William Blair & Company
Illinois
$139K 2,749 -247 -8%
DSC
298
Duncker Streett & Co
Missouri
$137K 2,710
JPMorgan Chase & Co
299
JPMorgan Chase & Co
New York
$133K 2,631 -695 -21%
TCM
300
TD Capital Management
Tennessee
$127K 2,508 +3 +0.1%