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iShares Ultra Short Duration Bond Active ETF

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.76%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GSIS
26
Global Strategic Investment Solutions
Arizona
$25.9M 515,490 +61,530 +14%
Osaic Holdings
27
Osaic Holdings
Arizona
$25.6M 510,139 +110,197 +28%
SAM
28
SP Asset Management
California
$25.6M 508,679 -15,845 -3%
Morgan Stanley
29
Morgan Stanley
New York
$23.4M 464,696 +291,050 +168%
SC
30
Savant Capital
Illinois
$23.3M 464,267 -10,880 -2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$21.8M 433,960 -180,187 -29%
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$21.2M 422,533 -26,074 -6%
OPCM
33
Osborne Partners Capital Management
California
$21.2M 421,517 +1,563 +0.4%
MML Investors Services
34
MML Investors Services
Massachusetts
$21M 418,432 -418,283 -50%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$19.8M 394,455 -65,729 -14%
RBC
36
Roble Belko & Company
Pennsylvania
$19.4M 385,225 +185,718 +93%
CWM
37
Congress Wealth Management
Massachusetts
$18.2M 362,704 -586,265 -62%
PFP
38
Pinnacle Financial Partners
Tennessee
$14.8M 295,262 -8,324 -3%
HTC
39
Haverford Trust Company
Pennsylvania
$14.4M 286,536 -24,375 -8%
Stifel Financial
40
Stifel Financial
Missouri
$14.2M 282,622 -126,938 -31%
FIBT
41
First International Bank & Trust
North Dakota
$13M 259,694 +8,343 +3%
AF
42
Allworth Financial
California
$12.8M 254,397 -75,809 -23%
SHGA
43
Sand Hill Global Advisors
California
$12.7M 253,163 -151,811 -37%
EIA
44
Edgemoor Investment Advisors
Maryland
$12.4M 246,088 -56,151 -19%
CAN
45
Cetera Advisor Networks
California
$12.3M 244,074 +72,246 +42%
KPWS
46
Kestra Private Wealth Services
Texas
$11.8M 234,080 +27,377 +13%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$11.7M 232,705 +49,198 +27%
PA
48
Parallel Advisors
California
$11.7M 232,569 -320,683 -58%
Jane Street
49
Jane Street
New York
$11.5M 228,144 +67,755 +42%
LGA
50
Lebenthal Global Advisors
New York
$11.3M 225,532 +107,733 +91%