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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 %
SWM
351
Seed Wealth Management
Illinois
$201K -$12.8K -255 -6%
BBA
352
BLB&B Advisors
Pennsylvania
$201K
TCMP
353
Thrive Capital Management (Pennsylvania)
Pennsylvania
$201K -$211K -4,197 -51%
WTC
354
WhitTier Trust Company
Nevada
$200K
PG
355
Proffitt & Goodson
Tennessee
$188K -$64.3K -1,278 -26%
CIA
356
Cape Investment Advisory
Georgia
$187K +$187K +3,712 New
HCA
357
Heck Capital Advisors
Wisconsin
$172K +$135K +2,674 +358%
NA
358
NewEdge Advisors
Louisiana
$171K -$3.07M -60,933 -95%
GFPC
359
Global Financial Private Client
Florida
$152K
TWM
360
Tradition Wealth Management
Minnesota
$138K -$3.06K -61 -2%
CTWM
361
Cherry Tree Wealth Management
Minnesota
$132K +$132K +2,632 New
TWC
362
TD Waterhouse Canada
Ontario, Canada
$125K +$125K +2,500 New
KOCAA
363
Knights of Columbus Asset Advisors
Connecticut
$124K
SPIA
364
Steward Partners Investment Advisory
New York
$122K -$53.6K -1,066 -31%
HCM
365
Hollencrest Capital Management
California
$109K +$1.21K +24 +1%
NFSG
366
Newbridge Financial Services Group
Florida
$106K +$20.4K +405 +24%
CFG
367
CKW Financial Group
Hawaii
$97K
HWA
368
HHM Wealth Advisors
Tennessee
$91K
CTA
369
Colonial Trust Advisors
South Carolina
$87.3K
RFG
370
RFP Financial Group
Georgia
$86.7K +$86.7K +1,723 New
CAL
371
Capital Analysts LLC
Pennsylvania
$84K
NL
372
NVWM LLC
Pennsylvania
$81.3K
WP
373
WealthPLAN Partners
Nebraska
$80.6K
MHR
374
Matthew Hamilton Rosenberg
$79.1K +$3.57K +71 +5%
JWM
375
Janiczek Wealth Management
Colorado
$75.8K