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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 %
KNFPWM
326
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$364K +$364K +7,229 New
RRA
327
Round Rock Advisors
Connecticut
$363K
YIA
328
YHB Investment Advisors
Connecticut
$360K +$360K +7,158 New
FWA
329
FOCUS Wealth Advisors
Texas
$359K -$160K -3,177 -31%
WLIM
330
White Lighthouse Investment Management
Massachusetts
$353K +$25.2K +500 +8%
JJBC
331
James J. Burns & Company
New York
$350K +$350K +6,950 New
PIA
332
Perennial Investment Advisors
California
$347K -$126K -2,500 -27%
COCM
333
Charter Oak Capital Management
New Hampshire
$345K
KFGK
334
Keystone Financial Group (Kentucky)
Kentucky
$341K -$13.8K -275 -4%
Envestnet Portfolio Solutions
335
Envestnet Portfolio Solutions
Illinois
$332K +$4.84K +96 +1%
Truist Financial
336
Truist Financial
North Carolina
$326K +$326K +6,467 New
AWS
337
Aspen Wealth Strategies
Colorado
$322K +$2.07K +41 +0.6%
PCFFS
338
Pacific Center for Financial Services
California
$312K -$55.1K -1,094 -15%
RW
339
Regimen Wealth
Georgia
$311K +$311K +6,170 New
Empower Advisory Group
340
Empower Advisory Group
Colorado
$307K
HSWM
341
Hubbell Strickland Wealth Management
Louisiana
$302K +$1.61K +32 +0.5%
NFSG
342
Newbridge Financial Services Group
Florida
$302K +$39.3K +780 +15%
MCM
343
MV Capital Management
Maryland
$299K -$67.3K -1,336 -18%
BIA
344
Bell Investment Advisors
California
$294K +$2.52K +50 +0.9%
LGA
345
Lebenthal Global Advisors
New York
$292K -$2.78M -55,179 -90%
CGL
346
Clarius Group LLC
Washington
$280K -$311K -6,169 -53%
GCA
347
Guardian Capital Advisors
Ontario, Canada
$277K -$15.1K -300 -5%
TFA
348
TPG Financial Advisors
Oregon
$273K -$26.7K -530 -9%
OL
349
Optas LLC
Texas
$263K -$50.4K -1,000 -16%
DAM
350
Derbend Asset Management
Georgia
$260K -$2.4M -47,699 -90%