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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 %
SWM
301
Spire Wealth Management
Virginia
$367K -$704 -14 -0.2%
WPW
302
Waldron Private Wealth
Pennsylvania
$364K +$364K +7,240 New
MCM
303
MV Capital Management
Maryland
$364K +$12.9K +257 +4%
RRA
304
Round Rock Advisors
Connecticut
$363K -$8.3K -165 -2%
SCA
305
Snowden Capital Advisors
New York
$359K +$16.6K +330 +5%
JWA
306
JFS Wealth Advisors
Pennsylvania
$356K
CCFM
307
Clear Creek Financial Management
Washington
$351K -$2.36K -47 -0.7%
HS
308
Horan Securities
United States
$347K +$347K +6,898 New
COCM
309
Charter Oak Capital Management
New Hampshire
$345K
WP
310
WealthShield Partners
North Carolina
$343K +$124K +2,458 +56%
WLIM
311
White Lighthouse Investment Management
Massachusetts
$327K
OL
312
Optas LLC
Texas
$313K -$25.2K -500 -7%
BCM
313
Brookstone Capital Management
Illinois
$309K -$326K -6,510 -51%
CG
314
Colony Group
Massachusetts
$309K
Empower Advisory Group
315
Empower Advisory Group
Colorado
$307K -$16.9K -336 -5%
BWP
316
BSW Wealth Partners
Colorado
$302K
RWM
317
Rockwood Wealth Management
Pennsylvania
$300K +$300K +5,970 New
ACM
318
Advisors Capital Management
New Jersey
$300K -$53.1K -1,056 -15%
HSWM
319
Hubbell Strickland Wealth Management
Louisiana
$299K +$1.01K +20 +0.3%
RMAM
320
Raab & Moskowitz Asset Management
New Jersey
$297K -$85.5K -1,700 -22%
Wells Fargo
321
Wells Fargo
California
$288K -$301K -5,987 -51%
PMA
322
Prudent Man Advisors
Illinois
$280K -$1M -20,000 -78%
ARG
323
Advisory Resource Group
Oklahoma
$276K -$355K -7,058 -56%
TPWA
324
TRUE Private Wealth Advisors
Oregon
$272K -$132K -2,629 -33%
SFP
325
Sandbox Financial Partners
Maryland
$270K +$24.2K +481 +10%