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iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $3.6B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 149 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-14
Holders Change %
-3.27%
% of All Funds
6%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.42%
New
34
Increased
149
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
376
CKW Financial Group
Hawaii
$97K
CAL
377
Capital Analysts LLC
Pennsylvania
$84K
CAM
378
Creekmur Asset Management
Illinois
$78.3K
JWM
379
Janiczek Wealth Management
Colorado
$76.1K
Jones Financial Companies
380
Jones Financial Companies
Missouri
$69K +$69K +1,365 New
MCM
381
MidAtlantic Capital Management
Virginia
$68.3K -$169K -3,349 -71%
GWM
382
Geneos Wealth Management
Colorado
$60K -$910 -18 -1%
NL
383
NVWM LLC
Pennsylvania
$56.7K
BWL
384
Bogart Wealth LLC
Virginia
$51.9K -$5.76K -114 -10%
HWA
385
HHM Wealth Advisors
Tennessee
$51.3K
MG
386
Mather Group
Illinois
$49.1K +$49.1K +975 New
AT
387
Avalon Trust
New Mexico
$46.9K -$173K -3,423 -79%
AssetMark Inc
388
AssetMark Inc
California
$46.8K -$2.73K -54 -6%
CA
389
CoreCap Advisors
Michigan
$45.8K +$45.8K +906 New
TCG
390
Transcendent Capital Group
Oklahoma
$40K +$40K +792 New
SS
391
Sunbelt Securities
Texas
$38.4K
TCM
392
TD Capital Management
Tennessee
$37.6K -$5.77K -114 -13%
CWC
393
Carolinas Wealth Consulting
North Carolina
$34.3K -$40.6K -802 -54%
MHR
394
Matthew Hamilton Rosenberg
$32.7K
CPG
395
Cornerstone Planning Group
New Jersey
$29.3K +$251 +5 +0.9%
DZ Bank
396
DZ Bank
Germany
$28.9K +$28.9K +570 New
FRA
397
Front Row Advisors
California
$27.8K
RCM
398
Rain Capital Management
Oregon
$26.5K +$253 +5 +1%
BFEC
399
Benjamin F. Edwards & Company
Missouri
$21K -$49.1K -974 -70%
PB
400
Pinnacle Bancorp
Nebraska
$20.1K