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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.

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 Market Value Shares Shares
Change
Shares
Change %
BIA
26
Bell Investment Advisors
California
$27.7M 549,759 +17,422 +3%
Morgan Stanley
27
Morgan Stanley
New York
$26.4M 525,312 +60,616 +13%
OPCM
28
Osborne Partners Capital Management
California
$24.2M 481,190 +59,673 +14%
SAM
29
SP Asset Management
California
$23.3M 463,104 -45,575 -9%
RBC
30
Roble Belko & Company
Pennsylvania
$22.9M 454,431 +69,206 +18%
Jane Street
31
Jane Street
New York
$22.5M 447,292 +219,148 +96%
SC
32
Savant Capital
Illinois
$21.4M 425,232 -39,035 -8%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$19.9M 394,768 +313 +0.1%
MML Investors Services
34
MML Investors Services
Massachusetts
$18.3M 363,582 -54,850 -13%
CAN
35
Cetera Advisor Networks
California
$17.9M 356,378 +112,304 +46%
CG
36
Cynosure Group
Utah
$17.4M 346,715 +346,715 New
TWP
37
Tempus Wealth Planning
California
$16.7M 331,143 -308,770 -48%
SQA
38
Simon Quick Advisors
New Jersey
$16.3M 324,045 +152,257 +89%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$14.6M 290,961 -456,890 -61%
PFP
40
Pinnacle Financial Partners
Tennessee
$14.6M 289,704 -5,558 -2%
WA
41
Waverly Advisors
Alabama
$14.4M 286,894 +124,309 +76%
Stifel Financial
42
Stifel Financial
Missouri
$14.3M 284,235 +1,613 +0.6%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$13.3M 263,960 -158,573 -38%
DPI
44
Diversified Portfolios Inc
Michigan
$13.2M 263,174 +114,902 +77%
FIBT
45
First International Bank & Trust
North Dakota
$12.4M 246,463 -13,231 -5%
AO
46
Advisor OS
Illinois
$11.1M 221,414 +23,081 +12%
EIA
47
Edgemoor Investment Advisors
Maryland
$10.9M 217,288 -28,800 -12%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$10.9M 215,890 -16,815 -7%
MIS
49
Morningstar Investment Services
Illinois
$10.8M 214,652 +9,677 +5%
CSPAM
50
Cary Street Partners Asset Management
Virginia
$10.7M 213,100 +12,078 +6%