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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.

New
Increased
Maintained
Reduced
Closed
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 %
CAL
376
Capital Analysts LLC
Pennsylvania
$84K
CWC
377
Carolinas Wealth Consulting
North Carolina
$82.1K -$3.05M -60,473 -97%
JWM
378
Janiczek Wealth Management
Colorado
$75.9K
Wells Fargo
379
Wells Fargo
California
$67.7K -$221K -4,384 -77%
GWM
380
Geneos Wealth Management
Colorado
$61.2K -$10.9K -216 -15%
NL
381
NVWM LLC
Pennsylvania
$56.5K -$25K -496 -31%
TCM
382
TD Capital Management
Tennessee
$42.4K +$554 +11 +1%
SS
383
Sunbelt Securities
Texas
$38.2K
MHR
384
Matthew Hamilton Rosenberg
$32.7K -$46.5K -923 -59%
CPG
385
Cornerstone Planning Group
New Jersey
$29K +$50 +1 +0.2%
FRA
386
Front Row Advisors
California
$27.7K
PB
387
Pinnacle Bancorp
Nebraska
$27.4K
RCM
388
Rain Capital Management
Oregon
$25.7K +$303 +6 +1%
RFA
389
Resurgent Financial Advisors
Georgia
$25.2K
SAG
390
Spotlight Asset Group
Illinois
$24.4K
LF
391
Lee Financial
Texas
$23.5K +$2.97K +59 +14%
PTC
392
Private Trust Company
Ohio
$22.7K
AFS
393
Annapolis Financial Services
Maryland
$20.2K
VNA
394
Valley National Advisers
Pennsylvania
$20K -$15.1K -301 -43%
SWA
395
SOA Wealth Advisors
New York
$20K
AIC
396
Archer Investment Corporation
Indiana
$13.7K
BFO
397
Biltmore Family Office
North Carolina
$11.6K
UB
398
UMB Bank
Missouri
$11K +$11K +219 New
MIFH
399
Migdal Insurance & Financial Holdings
Israel
$11K
CT
400
Clearstead Trust
Maine
$9.98K