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iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $3.6B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 149 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-14
Holders Change %
-3.27%
% of All Funds
6%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.42%
New
34
Increased
149
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWMAG
326
Pinnacle Wealth Management Advisory Group
New Jersey
$278K -$89.7K -1,775 -24%
CPWM
327
Cypress Point Wealth Management
Texas
$278K +$278K +5,490 New
GCA
328
Guardian Capital Advisors
Ontario, Canada
$272K -$5.04K -100 -2%
AA
329
Argent Advisors
Louisiana
$268K +$23.6K +467 +10%
RCAG
330
Rehmann Capital Advisory Group
Michigan
$263K -$471K -9,315 -64%
AC
331
Applied Capital
Arkansas
$257K +$37.5K +741 +17%
BTWM
332
Baker Tilly Wealth Management
Wisconsin
$256K -$740K -14,628 -74%
LCGC
333
Legacy Capital Group California
California
$255K -$400K -7,914 -61%
RCG
334
Regatta Capital Group
California
$254K +$254K +5,020 New
BWM
335
Birchcreek Wealth Management
Ohio
$252K +$708 +14 +0.3%
TWC
336
TD Waterhouse Canada
Ontario, Canada
$252K
EBA
337
Eagle Bay Advisors
New York
$251K -$188K -3,726 -43%
SI
338
Stephens Inc
Arkansas
$251K
CWM
339
Cornerstone Wealth Management
Missouri
$250K -$2.81M -55,645 -92%
SCA
340
Snowden Capital Advisors
New York
$248K +$21.4K +423 +9%
PG
341
Proffitt & Goodson
Tennessee
$248K +$3.54K +70 +1%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$245K -$450K -8,943 -65%
EE
343
EWG Elevate
California
$244K +$26.4K +522 +12%
MPCA
344
Madison Park Capital Advisors
Washington
$241K +$2.12K +42 +0.9%
Lido Advisors
345
Lido Advisors
California
$239K -$214K -4,237 -47%
HCA
346
Heck Capital Advisors
Wisconsin
$238K +$556 +11 +0.2%
SC
347
Scotia Capital
Ontario, Canada
$237K
SAG
348
SageView Advisory Group
California
$223K +$223K +2,353 New
AWM
349
Avior Wealth Management
Nebraska
$222K +$222K +4,386 New
WI
350
WBI Investments
New Jersey
$221K -$3.06M -60,445 -93%