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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 %
TCM
401
TD Capital Management
Tennessee
$43.1K +$755 +15 +2%
TCWA
402
Turtle Creek Wealth Advisors
Texas
$41.8K +$41.8K +830 New
SS
403
Sunbelt Securities
Texas
$38.2K
MHR
404
Matthew Hamilton Rosenberg
$32.7K
CPG
405
Cornerstone Planning Group
New Jersey
$29.1K +$101 +2 +0.3%
TWM
406
Tradition Wealth Management
Minnesota
$29K -$87.4K -1,763 -75%
FRA
407
Front Row Advisors
California
$27.7K
RCM
408
Rain Capital Management
Oregon
$26.2K +$453 +9 +2%
RFA
409
Resurgent Financial Advisors
Georgia
$25.2K
SAG
410
Spotlight Asset Group
Illinois
$24.4K
PTC
411
Private Trust Company
Ohio
$22.7K
PB
412
Pinnacle Bancorp
Nebraska
$20K -$7.35K -146 -27%
AIC
413
Archer Investment Corporation
Indiana
$13.6K
MIFH
414
Migdal Insurance & Financial Holdings
Israel
$11K
CT
415
Clearstead Trust
Maine
$9.97K
CFFP
416
Center for Financial Planning
Michigan
$9.47K
ICM
417
Islay Capital Management
Texas
$8.46K +$8.46K +168 New
MBFW
418
Morton Brown Family Wealth
Pennsylvania
$7.35K
PCM
419
Penserra Capital Management
California
$7K
GI
420
Gradient Investments
Minnesota
$6.35K -$957 -19 -13%
NS
421
NBC Securities
Alabama
$5K
AWM
422
Able Wealth Management
New Jersey
$4.43K +$4.43K +88 New
RG
423
Retirement Group
California
$4.04K
LF
424
Lee Financial
Texas
$3.91K -$19.5K -388 -83%
HNB
425
Huntington National Bank
Ohio
$3.07K