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iShares Ultra Short Duration Bond Active ETF

410 hedge funds and large institutions have $4.58B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 139 increasing their positions, 176 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
6.47%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.54%
New
43
Increased
139
Reduced
176
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
276
Gould Asset Management
California
$470K +$2.97K +59 +0.6%
HAG
277
HF Advisory Group
Maryland
$469K +$48.6K +967 +12%
PIA
278
Perennial Investment Advisors
California
$467K +$122K +2,423 +35%
William Blair & Company
279
William Blair & Company
Illinois
$456K -$25.1K -499 -5%
C
280
Certuity
Florida
$444K -$1.66K -33 -0.4%
AWM
281
Alterna Wealth Management
Texas
$436K
AWM
282
Accurate Wealth Management
Florida
$434K -$97.7K -1,946 -18%
MSWMA
283
Market Street Wealth Management Advisors
Indiana
$433K -$378K -7,515 -47%
SWP
284
Stratos Wealth Partners
Ohio
$429K -$241K -4,798 -36%
FA
285
Fortis Advisors
Pennsylvania
$428K -$1.42M -28,151 -77%
FA
286
FDx Advisors
Illinois
$425K -$5.21M -103,553 -92%
PFO
287
Pathstone Family Office
New Jersey
$424K -$713K -14,169 -63%
NGA
288
Naples Global Advisors
Florida
$423K -$101K -2,003 -19%
PIA
289
Pinion Investment Advisors
Kansas
$420K +$420K +8,358 New
CA
290
CGN Advisors
Kansas
$419K +$91.2K +1,814 +28%
MSWM
291
McGlone Suttner Wealth Management
Wisconsin
$415K -$98.1K -1,950 -19%
CA
292
Continuum Advisory
Idaho
$414K +$210K +4,184 +103%
TC
293
TownSquare Capital
Utah
$411K +$411K +8,176 New
SL
294
Systelligence LLC
Minnesota
$401K -$7.86M -156,282 -95%
PCFFS
295
Pacific Center for Financial Services
California
$393K +$23K +457 +6%
SWA
296
Stratos Wealth Advisors
Ohio
$385K +$385K +7,646 New
KFGK
297
Keystone Financial Group (Kentucky)
Kentucky
$378K +$378K +7,518 New
SRC
298
Shufro Rose & Co
New York
$375K +$150K +2,989 +67%
AWS
299
Aspen Wealth Strategies
Colorado
$373K -$111K -2,211 -23%
NL
300
NWAM LLC
Washington
$368K -$221K -4,395 -38%