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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 %
PMG
426
ProVise Management Group
Florida
-$914K -18,198 Closed
OCPWS
427
One Charles Private Wealth Services
Massachusetts
-$877K -17,452 Closed
CGA
428
Crescent Grove Advisors
Illinois
-$859K -17,091 Closed
OMC
429
Old Mission Capital
Illinois
-$779K -15,508 Closed
Neuberger Berman Group
430
Neuberger Berman Group
New York
-$747K -14,867 Closed
HH
431
Hilltop Holdings
Texas
-$684K -13,604 Closed
TSS
432
Two Sigma Securities
New York
-$662K -13,183 Closed
BWP
433
Balboa Wealth Partners
Arizona
-$659K -13,120 Closed
MHS
434
M Holdings Securities
Oregon
-$623K -12,397 Closed
WCP
435
Wick Capital Partners
Pennsylvania
-$598K -11,900 Closed
SSWM
436
Smith Salley Wealth Management
North Carolina
-$502K -9,984 Closed
MPW
437
Monterey Private Wealth
California
-$435K -8,657 Closed
TI
438
Trexquant Investment
Connecticut
-$381K -7,580 Closed
CFA
439
Compass Financial Advisors
Indiana
-$332K -6,600 Closed
CIBC Private Wealth Group
440
CIBC Private Wealth Group
Georgia
-$328K -6,523 Closed
Rockefeller Capital Management
441
Rockefeller Capital Management
New York
-$327K -6,512 Closed
SFG
442
Sunburst Financial Group
Alabama
-$306K -6,091 Closed
TC
443
Telemus Capital
Michigan
-$303K -6,025 Closed
AFA
444
Arlington Financial Advisors
California
-$301K -5,986 Closed
CPSAC
445
Chas P. Smith & Associates (CPS)
Florida
-$275K -5,473 Closed
LG
446
LaFleur & Godfrey
Michigan
-$271K -5,385 Closed
PA
447
PFG Advisors
Arizona
-$259K -5,161 Closed
AG
448
Ascent Group
Virginia
-$255K -5,071 Closed
PGA
449
Portland Global Advisors
Maine
-$249K -4,950 Closed
CFP
450
Catalyst Financial Partners
Massachusetts
-$246K -4,902 Closed