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iShares Ultra Short Duration Bond Active ETF

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.75%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFC
301
Coyle Financial Counsel
Illinois
$473K -$11.4K -227 -2%
GAM
302
Gould Asset Management
California
$466K +$1.96K +39 +0.4%
CIAS
303
CFS Investment Advisory Services
New Jersey
$457K +$125K +2,484 +38%
C
304
Certuity
Florida
$445K +$2.21K +44 +0.5%
AWM
305
Alterna Wealth Management
Texas
$436K
MPW
306
Monterey Private Wealth
California
$435K
HAG
307
HF Advisory Group
Maryland
$420K +$26.2K +522 +7%
TCMP
308
Thrive Capital Management (Pennsylvania)
Pennsylvania
$411K -$61K -1,214 -13%
SG
309
Stonnington Group
California
$407K +$2.51K +50 +0.6%
TPWA
310
TRUE Private Wealth Advisors
Oregon
$404K -$109K -2,177 -21%
YIA
311
YHB Investment Advisors
Connecticut
$382K -$225K -4,484 -37%
RMAM
312
Raab & Moskowitz Asset Management
New Jersey
$382K -$48.7K -970 -11%
TI
313
Trexquant Investment
Connecticut
$381K +$381K +7,580 New
RRA
314
Round Rock Advisors
Connecticut
$371K
PCFFS
315
Pacific Center for Financial Services
California
$369K +$369K +7,346 New
SWM
316
Spire Wealth Management
Virginia
$368K +$111K +2,207 +43%
JWA
317
JFS Wealth Advisors
Pennsylvania
$356K -$2.66M -52,930 -88%
ACM
318
Advisors Capital Management
New Jersey
$353K -$123K -2,440 -26%
CCFM
319
Clear Creek Financial Management
Washington
$353K -$3.02K -60 -0.8%
MCM
320
MV Capital Management
Maryland
$350K +$1.11K +22 +0.3%
PIA
321
Perennial Investment Advisors
California
$345K +$345K +6,868 New
COCM
322
Charter Oak Capital Management
New Hampshire
$344K -$87K -1,731 -20%
SCA
323
Snowden Capital Advisors
New York
$342K -$9.15K -182 -3%
MFS
324
Madrona Financial Services
Washington
$341K +$79.6K +1,585 +30%
OL
325
Optas LLC
Texas
$338K +$338K +6,725 New