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iShares Ultra Short Duration Bond Active ETF

428 hedge funds and large institutions have $4.35B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.57%
New
58
Increased
136
Reduced
180
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
376
Seed Wealth Management
Illinois
$201K
CVA
377
Central Valley Advisors
California
$201K +$201K +4,000 New
BBA
378
BLB&B Advisors
Pennsylvania
$201K
OPOWM
379
One Plus One Wealth Management
Florida
$201K -$15K -298 -7%
FP
380
Financial Perspectives
Minnesota
$191K +$2.42K +48 +1%
AAM
381
Advisors Asset Management
Colorado
$180K +$75.3K +1,496 +72%
PNC Financial Services Group
382
PNC Financial Services Group
Pennsylvania
$176K -$3.63K -72 -2%
WTC
383
WhitTier Trust Company
Nevada
$172K
EWA
384
Elevate Wealth Advisory
Georgia
$138K +$138K +2,745 New
KOCAA
385
Knights of Columbus Asset Advisors
Connecticut
$125K
EWA
386
EP Wealth Advisors
California
$116K -$360K -7,146 -76%
CFG
387
CKW Financial Group
Hawaii
$97K
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$95.7K +$95.7K +1,900 New
CTA
389
Colonial Trust Advisors
South Carolina
$87.4K
CAL
390
Capital Analysts LLC
Pennsylvania
$84K
CAM
391
Creekmur Asset Management
Illinois
$78K +$78K +1,549 New
JWM
392
Janiczek Wealth Management
Colorado
$75.8K
CWC
393
Carolinas Wealth Consulting
North Carolina
$74.5K -$7.45K -148 -9%
BFEC
394
Benjamin F. Edwards & Company
Missouri
$70K -$18.3K -363 -21%
National Bank of Canada
395
National Bank of Canada
Quebec, Canada
$66.7K +$66.7K +1,325 New
GWM
396
Geneos Wealth Management
Colorado
$60.6K -$554 -11 -0.9%
BWL
397
Bogart Wealth LLC
Virginia
$57.5K -$77.9K -1,547 -58%
NL
398
NVWM LLC
Pennsylvania
$56.5K
HWA
399
HHM Wealth Advisors
Tennessee
$51.1K -$40.1K -796 -44%
AssetMark Inc
400
AssetMark Inc
California
$49.4K +$49.4K +980 New