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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 %
VVP
326
Venture Visionary Partners
Ohio
$264K -$503 -10 -0.2%
Bank of Montreal
327
Bank of Montreal
Ontario, Canada
$263K
MFS
328
Madrona Financial Services
Washington
$262K -$79.7K -1,585 -23%
Koshinski Asset Management
329
Koshinski Asset Management
Illinois
$261K +$261K +5,198 New
SWM
330
SeaCrest Wealth Management
New York
$252K -$15.1K -300 -6%
OPS
331
Orion Portfolio Solutions
Nebraska
$251K -$861K -17,127 -77%
BCI
332
Brinker Capital Investments
Pennsylvania
$251K -$861K -17,127 -77%
SAM
333
Strategy Asset Managers
California
$250K +$250K +4,973 New
VCM
334
Virtue Capital Management
Tennessee
$250K
SI
335
Stephens Inc
Arkansas
$250K -$337K -6,698 -57%
DC
336
Davenport & Co
Virginia
$243K +$1.26K +25 +0.5%
MWM
337
Meridian Wealth Management
Kentucky
$239K +$4.63K +92 +2%
BTWM
338
Baker Tilly Wealth Management
Wisconsin
$236K
GCA
339
Guardian Capital Advisors
Ontario, Canada
$231K +$25.1K +500 +12%
LWM
340
LJI Wealth Management
Indiana
$227K
RWP
341
RWA Wealth Partners
Massachusetts
$222K +$222K +4,410 New
OPOWM
342
One Plus One Wealth Management
Florida
$216K -$387K -7,689 -64%
SC
343
Scotia Capital
Ontario, Canada
$216K
SPAS
344
Spectrum Planning & Advisory Services
California
$214K +$100 +2 +0%
AA
345
Argent Advisors
Louisiana
$213K +$213K +4,232 New
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$207K
FAM
347
Formidable Asset Management
Ohio
$206K -$20.1K -400 -9%
YIA
348
YHB Investment Advisors
Connecticut
$204K -$179K -3,550 -47%
Betterment LLC
349
Betterment LLC
New York
$203K +$203K +4,029 New
NEPPG
350
New England Professional Planning Group
Rhode Island
$202K -$44.7K -889 -18%