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iShares Ultra Short Duration Bond Active ETF

411 hedge funds and large institutions have $4.55B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 178 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.55%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
41
Increased
135
Reduced
178
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
301
Continuum Advisory
Idaho
$414K
PJSIMP
302
P.J. Schmidt Investment Management (PJS)
Wisconsin
$411K -$92.2K -1,832 -18%
NGA
303
Naples Global Advisors
Florida
$402K -$21.4K -425 -5%
C
304
Certuity
Florida
$401K -$43.6K -866 -10%
CA
305
CGN Advisors
Kansas
$398K -$21.7K -430 -5%
SWA
306
Stratos Wealth Advisors
Ohio
$393K +$7.56K +150 +2%
Ameriprise
307
Ameriprise
Minnesota
$380K +$380K +7,549 New
NL
308
NWAM LLC
Washington
$370K +$655 +13 +0.2%
PCFFS
309
Pacific Center for Financial Services
California
$367K -$26.1K -518 -7%
MCM
310
MV Capital Management
Maryland
$366K +$1.86K +37 +0.5%
RRA
311
Round Rock Advisors
Connecticut
$363K
WP
312
WealthShield Partners
North Carolina
$360K +$16.4K +326 +5%
KFGK
313
Keystone Financial Group (Kentucky)
Kentucky
$355K -$23.8K -473 -6%
ACM
314
Advisors Capital Management
New Jersey
$348K +$47.9K +952 +16%
CCFM
315
Clear Creek Financial Management
Washington
$345K -$5.79K -115 -2%
COCM
316
Charter Oak Capital Management
New Hampshire
$345K
Koshinski Asset Management
317
Koshinski Asset Management
Illinois
$342K +$79.9K +1,586 +31%
AIMC
318
Alley Investment Management Company
Illinois
$333K -$8.04M -159,496 -96%
SCA
319
Snowden Capital Advisors
New York
$331K -$29.1K -578 -8%
Envestnet Portfolio Solutions
320
Envestnet Portfolio Solutions
Illinois
$328K +$328K +6,502 New
WLIM
321
White Lighthouse Investment Management
Massachusetts
$327K
WI
322
Wintrust Investments
Illinois
$325K +$325K +6,449 New
AWS
323
Aspen Wealth Strategies
Colorado
$320K -$53.4K -1,059 -14%
OL
324
Optas LLC
Texas
$314K
SFP
325
Sandbox Financial Partners
Maryland
$310K +$40.4K +802 +15%