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iShares Ultra Short Duration Bond Active ETF

188 hedge funds and large institutions have $1.35B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+24
Holders Change %
+14.63%
% of All Funds
4.15%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.51%
New
49
Increased
54
Reduced
62
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$8.21M -$23.9M -479,498 -74%
SI
27
Stephens Inc
Arkansas
$7.95M +$2.97M +59,475 +60%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$7.89M -$6.93M -138,669 -47%
ACA
29
Aptus Capital Advisors
Alabama
$7.79M -$6.74M -134,918 -46%
PCIA
30
Prime Capital Investment Advisors
Kansas
$7.69M -$1.97M -39,430 -20%
FP
31
Financial Perspectives
Minnesota
$7.5M -$2.7M -53,998 -26%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$6.9M +$1.76M +35,157 +34%
RPSA
33
Richard P. Slaughter Associates
Texas
$6.47M +$6.04M +120,990 +1,418%
MML Investors Services
34
MML Investors Services
Massachusetts
$5.3M +$2.05M +40,984 +63%
HCIA
35
Hochman Cole Investment Advisors
Illinois
$5.24M -$5.16M -103,368 -50%
JFA
36
Johanson Financial Advisors
California
$5.01M -$243M -4,861,243 -98%
PPW
37
Pasadena Private Wealth
California
$4.92M -$3.61M -72,182 -42%
CCM
38
Covington Capital Management
California
$4.83M -$3.04M -60,925 -39%
TA
39
TCG Advisors
Texas
$4.68M +$1.47M +29,523 +46%
EWA
40
EP Wealth Advisors
California
$4.44M
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$4.24M -$891K -17,843 -17%
WR
42
Watson Rebecca
$3.73M -$1.44M -28,625 -28%
MWM
43
Maltin Wealth Management
New Jersey
$3.7M -$9.34M -186,924 -72%
CTA
44
Chesley Taft & Associates
Illinois
$3.57M +$2.53M +50,670 +245%
FWP
45
FAS Wealth Partners
Kansas
$3.44M +$718K +14,380 +26%
SCP
46
Seizert Capital Partners
Michigan
$2.99M +$2.52M +50,396 +536%
FA
47
Fortis Advisors
Pennsylvania
$2.96M -$3.73M -74,664 -56%
CWM
48
Connecticut Wealth Management
Connecticut
$2.96M -$2.47M -49,438 -45%
VAS
49
Valicenti Advisory Services
New York
$2.96M +$2.96M +59,206 New
BRWA
50
B. Riley Wealth Advisors
Florida
$2.94M +$2.49M +49,774 +553%