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iShares Ultra Short Duration Bond Active ETF

411 hedge funds and large institutions have $4.55B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 178 reducing their positions, and 39 closing their positions.

Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.55%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
41
Increased
135
Reduced
178
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
351
Argent Advisors
Louisiana
$205K -$8.26K -164 -4%
LWM
352
LJI Wealth Management
Indiana
$202K -$25.2K -500 -11%
SWM
353
Seed Wealth Management
Illinois
$202K
BBA
354
BLB&B Advisors
Pennsylvania
$201K
RWP
355
RWA Wealth Partners
Massachusetts
$201K -$21.5K -427 -10%
FP
356
Financial Perspectives
Minnesota
$188K -$499K -9,908 -73%
SPIA
357
Steward Partners Investment Advisory
New York
$180K +$58.2K +1,155 +48%
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$179K -$27.7K -549 -13%
WTC
359
WhitTier Trust Company
Nevada
$173K -$28.2K -560 -14%
NA
360
NewEdge Advisors
Louisiana
$169K -$2.57K -51 -1%
GFPC
361
Global Financial Private Client
Florida
$152K
HCA
362
Heck Capital Advisors
Wisconsin
$141K -$31.5K -625 -18%
MTC
363
Matrix Trust Company
Colorado
$138K +$138K +2,730 New
BWL
364
Bogart Wealth LLC
Virginia
$135K -$350K -6,945 -72%
TWC
365
TD Waterhouse Canada
Ontario, Canada
$125K
KOCAA
366
Knights of Columbus Asset Advisors
Connecticut
$125K
TWM
367
Tradition Wealth Management
Minnesota
$118K -$20.3K -403 -15%
HCM
368
Hollencrest Capital Management
California
$110K +$1.36K +27 +1%
AAM
369
Advisors Asset Management
Colorado
$104K +$104K +2,073 New
SCA
370
Stonebridge Capital Advisors
Minnesota
$101K +$48.7K +966 +93%
CFG
371
CKW Financial Group
Hawaii
$97K
HWA
372
HHM Wealth Advisors
Tennessee
$91.2K
BFEC
373
Benjamin F. Edwards & Company
Missouri
$88K +$18.2K +363 +26%
CTA
374
Colonial Trust Advisors
South Carolina
$87.4K
PMFA
375
Plante Moran Financial Advisors
Michigan
$84.6K +$84.6K +1,680 New