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iShares Ultra Short Duration Bond Active ETF

334 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 131 reducing their positions, and 29 closing their positions.

Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.87%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.47%
New
34
Increased
124
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
26
TownSquare Capital
Utah
$17.8M 351,641 -19,899 -5%
PFP
27
Pinnacle Financial Partners
Tennessee
$17.6M 348,340 +22,612 +7%
SSWM
28
Smith Salley Wealth Management
North Carolina
$17.2M 341,140 +31,236 +10%
OSNBOA
29
Old Second National Bank of Aurora
Illinois
$16.7M 331,034 +20,562 +7%
SRC
30
Shufro Rose & Co
New York
$16.5M 326,130 -670 -0.2%
AWE
31
Avidian Wealth Enterprises
Texas
$15.8M 312,970 +14,634 +5%
SFG
32
Snider Financial Group
Washington
$14.1M 279,362 +1,955 +0.7%
TWP
33
Tempus Wealth Planning
California
$14.1M 278,768 +274,238 +6,054%
BWL
34
Bogart Wealth LLC
Virginia
$12.7M 252,344 +40,434 +19%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$12.3M 244,125 +44,118 +22%
LK
36
Lumbard & Kellner
New Hampshire
$12.1M 239,878 -3,779 -2%
BWA
37
Burt Wealth Advisors
Maryland
$12M 237,813 +9,703 +4%
GG
38
Gofen & Glossberg
Illinois
$11.9M 235,640 +223,030 +1,769%
MMA
39
Miracle Mile Advisors
California
$11.7M 231,921 -108,999 -32%
CCA
40
Clearwater Capital Advisors
Illinois
$11M 218,325 +218,325 New
AF
41
Allworth Financial
California
$10.9M 215,533 +146,210 +211%
EIA
42
Edgemoor Investment Advisors
Maryland
$10.4M 205,663 -47,951 -19%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$10.1M 199,392 -3,654 -2%
NEPWA
44
New England Private Wealth Advisors
Massachusetts
$9.93M 196,529 -40,615 -17%
WWM
45
Wiser Wealth Management
Georgia
$9.93M 196,525 +107,856 +122%
PWAC
46
Private Wealth Advisors (California)
California
$9.77M 193,790 -1,195 -0.6%
HCM
47
Hengehold Capital Management
Ohio
$9.69M 191,934 +6,044 +3%
BIAS
48
Beacon Investment Advisory Services
New Jersey
$9.43M 186,754 +12,354 +7%
HCIA
49
Hochman Cole Investment Advisors
Illinois
$9.38M 185,797 -11,082 -6%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$9.26M 183,313 +15,398 +9%