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iShares Ultra Short Duration Bond Active ETF

395 hedge funds and large institutions have $3.34B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-19
Holders Change %
-4.59%
% of All Funds
5.75%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.35%
New
32
Increased
140
Reduced
169
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
326
Heck Capital Advisors
Wisconsin
$248K +$10.3K +204 +4%
EBA
327
Eagle Bay Advisors
New York
$241K -$10.5K -207 -4%
CS
328
Cannell & Spears
New York
$239K -$302K -5,975 -56%
PG
329
Proffitt & Goodson
Tennessee
$238K -$10.7K -211 -4%
SC
330
Scotia Capital
Ontario, Canada
$232K -$4.45K -88 -2%
CGL
331
Clarius Group LLC
Washington
$229K -$116K -2,287 -34%
CWM
332
Cornerstone Wealth Management
Missouri
$228K -$22.2K -440 -9%
RCAG
333
Rehmann Capital Advisory Group
Michigan
$225K -$37.4K -740 -14%
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$225K -$20.2K -400 -8%
AWM
335
Avior Wealth Management
Nebraska
$222K
SWM
336
SeaCrest Wealth Management
New York
$220K
BF
337
Blankinship & Foster
California
$218K +$218K +4,319 New
DWM
338
Dopkins Wealth Management
New York
$218K
PAA
339
Peregrine Asset Advisers
Oregon
$216K
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
$215K +$215K +4,245 New
Lido Advisors
341
Lido Advisors
California
$212K -$26.7K -529 -11%
SPAS
342
Spectrum Planning & Advisory Services
California
$211K +$211K +4,179 New
LFA
343
LGT Financial Advisors
Texas
$207K -$72.5K -1,435 -26%
IWC
344
Integrated Wealth Concepts
Massachusetts
$206K -$6.51M -128,877 -97%
C
345
Certuity
Florida
$202K +$51 +1 +0%
OL
346
Optas LLC
Texas
$202K -$11.4K -225 -5%
VFPI
347
Vantage Financial Partners (Illinois)
Illinois
$202K
BBA
348
BLB&B Advisors
Pennsylvania
$202K
KNFPWM
349
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$201K -$116K -2,303 -37%
SI
350
Stephens Inc
Arkansas
$200K -$50.5K -1,000 -20%