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iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $3.24B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+19
Holders Change %
+4.81%
% of All Funds
5.99%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
54
Increased
139
Reduced
166
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
276
P.J. Schmidt Investment Management (PJS)
Wisconsin
$498K -$17.6K -346 -3%
ACA
277
Aptus Capital Advisors
Alabama
$497K -$9.29K -183 -2%
PA
278
Probity Advisors
Texas
$495K +$495K +9,750 New
EAM
279
Everstar Asset Management
North Carolina
$486K +$486K +9,575 New
SB
280
Strategic Blueprint
Georgia
$479K -$221K -4,363 -32%
CL
281
Choreo LLC
Illinois
$473K -$102K -2,024 -18%
OSNBOA
282
Old Second National Bank of Aurora
Illinois
$471K
LIM
283
Leavell Investment Management
Alabama
$466K -$117K -2,308 -20%
QPWM
284
Quadrant Private Wealth Management
Pennsylvania
$464K -$15.6K -308 -3%
TPW
285
Talon Private Wealth
Florida
$462K +$462K +9,105 New
BCI
286
Brinker Capital Investments
Pennsylvania
$458K -$11.2K -220 -2%
OPS
287
Orion Portfolio Solutions
Nebraska
$458K -$11.2K -220 -2%
Jones Financial Companies
288
Jones Financial Companies
Missouri
$457K +$441K +8,680 +2,687%
Pathstone Holdings
289
Pathstone Holdings
New Jersey
$455K
NIA
290
NIA Impact Advisors
California
$453K
AAM
291
Advisors Asset Management
Colorado
$450K +$24.4K +480 +6%
AWM
292
Alterna Wealth Management
Texas
$440K
William Blair & Company
293
William Blair & Company
Illinois
$433K -$80.9K -1,594 -16%
TI
294
TrueMark Investments
Illinois
$431K +$43.2K +851 +11%
FA
295
Fortis Advisors
Pennsylvania
$422K +$5.58K +110 +1%
HWM
296
HB Wealth Management
Georgia
$417K +$417K +8,219 New
Koshinski Asset Management
297
Koshinski Asset Management
Illinois
$412K +$46.8K +923 +13%
TCMP
298
Thrive Capital Management (Pennsylvania)
Pennsylvania
$412K +$412K +8,122 New
RPSA
299
Richard P. Slaughter Associates
Texas
$411K +$411K +8,097 New
EA
300
Emerald Advisors
Washington
$408K -$629K -12,430 -61%