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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 %
HAG
301
HF Advisory Group
Maryland
$438K -$51.7K -1,027 -11%
EBA
302
Eagle Bay Advisors
New York
$438K -$3.13M -62,209 -88%
AWM
303
Alterna Wealth Management
Texas
$436K
SWM
304
Sugarloaf Wealth Management
Georgia
$435K -$1.2M -23,796 -73%
HI
305
Harbour Investments
Wisconsin
$429K -$1.09M -21,653 -72%
SRC
306
Shufro Rose & Co
New York
$428K -$24.2K -480 -5%
MSWM
307
McGlone Suttner Wealth Management
Wisconsin
$424K +$4.73K +94 +1%
FA
308
Fortis Advisors
Pennsylvania
$405K -$28.5K -565 -7%
C
309
Certuity
Florida
$401K
SWA
310
Stratos Wealth Advisors
Ohio
$397K +$4.43K +88 +1%
SWM
311
Spire Wealth Management
Virginia
$395K -$260K -5,140 -40%
NGA
312
Naples Global Advisors
Florida
$395K -$6.9K -137 -2%
RW
313
REDW Wealth
New Mexico
$389K +$389K +7,723 New
AWM
314
Accurate Wealth Management
Florida
$387K -$122K -2,426 -24%
RPGK
315
Retirement Planning Group (Kansas)
Kansas
$386K -$139K -2,762 -26%
BAM
316
Belpointe Asset Management
Nevada
$379K -$201K -3,994 -35%
NL
317
NWAM LLC
Washington
$378K +$8.36K +166 +2%
SRC
318
Sage Rhino Capital
California
$375K -$46.6K -926 -11%
Comerica Bank
319
Comerica Bank
Texas
$372K +$63.8K +1,267 +21%
Wells Fargo
320
Wells Fargo
California
$371K +$303K +6,023 +448%
SCM
321
Steele Capital Management
Iowa
$371K +$371K +7,363 New
RCS
322
Retirement Capital Strategies
California
$370K -$7.5M -148,890 -95%
SOS
323
Silver Oak Securities
Tennessee
$369K +$369K +7,319 New
PA
324
Pinnacle Associates
New York
$366K +$366K +7,273 New
PWMAG
325
Pinnacle Wealth Management Advisory Group
New Jersey
$366K +$366K +7,273 New