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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 %
CFFP
401
Center for Financial Planning
Michigan
$9.46K
MBFW
402
Morton Brown Family Wealth
Pennsylvania
$7.34K
WT
403
Washington Trust
Rhode Island
$6.29K
GWANC
404
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.83K +$4.83K +96 New
RG
405
Retirement Group
California
$3.47K
HR
406
Howe & Rusling
New York
$2.87K
FCMT
407
Founders Capital Management (Texas)
Texas
$2.26K
FGAM
408
Financial Gravity Asset Management
Texas
$1.74K +$631 +5,305 +57%
BAM
409
Bellevue Asset Management
Washington
$1.71K +$1.71K +34 New
AWM
410
Avior Wealth Management
Nebraska
$1.41K
MLA
411
MB, Levis & Associates
Pennsylvania
$80 -$18K -450 -100%
FA
412
Fiduciary Alliance
South Carolina
$14
MCCA
413
Mill Creek Capital Advisors
Pennsylvania
-$9.78M -194,690 Closed
GVAG
414
Great Valley Advisor Group
Delaware
-$9.44M -187,795 Closed
AAS
415
Ameritas Advisory Services
Nebraska
-$5.49M -109,356 Closed
GAG
416
GM Advisory Group
New York
-$4.77M -94,960 Closed
Susquehanna International Group
417
Susquehanna International Group
Pennsylvania
-$2.2M -43,700 Closed
CIAS
418
CBIZ Investment Advisory Services
Ohio
-$2.18M -43,375 Closed
HF
419
HRT Financial
New York
-$2.15M -42,731 Closed
WAM
420
Warberg Asset Management
Illinois
-$1.54M -30,744 Closed
CWM
421
Connecticut Wealth Management
Connecticut
-$1.28M -25,497 Closed
SS
422
Simplicity Solutions
Minnesota
-$1.25M -24,949 Closed
RCS
423
Retirement Capital Strategies
California
-$1.1M -21,938 Closed
JJBC
424
James J. Burns & Company
New York
-$1.07M -21,238 Closed
VWA
425
Visionary Wealth Advisors
Illinois
-$928K -18,472 Closed