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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 %
GWM
376
Geneos Wealth Management
Colorado
$72K -$1.16K -23 -2%
BFEC
377
Benjamin F. Edwards & Company
Missouri
$70K -$50K -994 -42%
VAG
378
VisionPoint Advisory Group
Texas
$57.7K +$57.7K +1,148 New
SCA
379
Stonebridge Capital Advisors
Minnesota
$52K -$83K -1,650 -61%
TCM
380
TD Capital Management
Tennessee
$41.8K -$4.03K -80 -9%
SS
381
Sunbelt Securities
Texas
$38.2K +$38.2K +759 New
VNA
382
Valley National Advisers
Pennsylvania
$36K +$5.14K +100 +17%
CPG
383
Cornerstone Planning Group
New Jersey
$28.9K +$28.9K +575 New
FRA
384
Front Row Advisors
California
$28K
PB
385
Pinnacle Bancorp
Nebraska
$27.3K
RI
386
Ridgewood Investments
New Jersey
$26.4K
RCM
387
Rain Capital Management
Oregon
$25.4K +$25.4K +504 New
RFA
388
Resurgent Financial Advisors
Georgia
$25.2K
SAG
389
Spotlight Asset Group
Illinois
$24.4K -$237K -4,718 -91%
BAAM
390
Baker Avenue Asset Management
California
$23.9K -$24.3K -484 -50%
PTC
391
Private Trust Company
Ohio
$22.6K +$22.6K +450 New
LF
392
Lee Financial
Texas
$20.5K
AFS
393
Annapolis Financial Services
Maryland
$20.1K +$20.1K +400 New
SWA
394
SOA Wealth Advisors
New York
$19.9K
PCM
395
Penserra Capital Management
California
$19K +$19K +396 New
AIC
396
Archer Investment Corporation
Indiana
$13.6K -$1.21K -24 -8%
GI
397
Gradient Investments
Minnesota
$11.8K -$8.68K -173 -42%
BFO
398
Biltmore Family Office
North Carolina
$11.6K
MIFH
399
Migdal Insurance & Financial Holdings
Israel
$11K +$11K +220 New
CT
400
Clearstead Trust
Maine
$9.96K +$9.96K +198 New