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iShares Ultra Short Duration Bond Active ETF

428 hedge funds and large institutions have $4.35B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.57%
New
58
Increased
136
Reduced
180
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
276
Equitable Holdings
New York
$554K +$554 +11 +0.1%
OSNBOA
277
Old Second National Bank of Aurora
Illinois
$551K
PHIC
278
Pine Haven Investment Counsel
Massachusetts
$547K +$20.1K +400 +4%
PMG
279
ProVise Management Group
Florida
$535K +$535K +10,625 New
EWA
280
Encompass Wealth Advisors
Oregon
$524K
NA
281
NewEdge Advisors
Louisiana
$523K +$353K +6,997 +208%
GGS
282
Galvin Gaustad & Stein
Arizona
$511K -$29.2K -579 -5%
AAS
283
Avantax Advisory Services
Texas
$509K -$80.8K -1,605 -14%
C
284
CEDRUS
Colorado
$508K -$987K -19,598 -66%
MHS
285
M Holdings Securities
Oregon
$505K -$18.6K -369 -4%
AWS
286
Atria Wealth Solutions
New York
$505K -$603K -11,977 -54%
Franklin Resources
287
Franklin Resources
California
$504K
LIM
288
Leavell Investment Management
Alabama
$494K -$94.7K -1,878 -16%
CFC
289
Coyle Financial Counsel
Illinois
$492K -$10.6K -210 -2%
BCI
290
Brinker Capital Investments
Pennsylvania
$491K +$491K +9,744 New
OPS
291
Orion Portfolio Solutions
Nebraska
$491K +$491K +9,744 New
Millennium Management
292
Millennium Management
New York
$491K +$63.7K +1,265 +15%
CPRC
293
Consolidated Portfolio Review Corp
New York
$489K
ACA
294
Aptus Capital Advisors
Alabama
$476K -$5.72M -113,556 -92%
SFS
295
Searcy Financial Services
Kansas
$474K -$30.7K -609 -6%
Thrivent Financial for Lutherans
296
Thrivent Financial for Lutherans
Minnesota
$467K -$34.4K -683 -7%
GAM
297
Gould Asset Management
California
$464K -$9.47K -188 -2%
MSWMA
298
Market Street Wealth Management Advisors
Indiana
$452K +$17.5K +347 +4%
Lido Advisors
299
Lido Advisors
California
$452K -$685K -13,603 -60%
AAP
300
Arax Advisory Partners
Colorado
$444K -$333K -6,609 -43%