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iShares Ultra Short Duration Bond Active ETF

75 hedge funds and large institutions have $417M invested in iShares Ultra Short Duration Bond Active ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+26
Holders Change %
+53.06%
% of All Funds
1.67%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
33
Increased
25
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CHP
51
Cable Hill Partners
Oregon
$516K +$4.16K +83 +0.8%
AP
52
Appleton Partners
Massachusetts
$489K -$532K -10,635 -52%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$483K +$483K +9,651 New
CFC
54
Coyle Financial Counsel
Illinois
$448K +$448K +8,945 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$318K +$30.8K +616 +11%
WT
56
Whittier Trust
California
$310K
AIM
57
Advantage Investment Management
Iowa
$304K +$304K +6,077 New
Stifel Financial
58
Stifel Financial
Missouri
$303K -$8.69M -173,408 -97%
SAM
59
Summit Asset Management
Tennessee
$275K +$275K +5,500 New
CCM
60
Crabel Capital Management
California
$269K
BA
61
Bristlecone Advisors
Washington
$225K -$15K -300 -6%
EWM
62
Elmwood Wealth Management
California
$200K
CWA
63
Clarus Wealth Advisors
Arizona
$150K
BHB
64
Bank Hapoalim BM
Israel
$108K +$108K +2,150 New
William Blair & Company
65
William Blair & Company
Illinois
$75K
IA
66
IFP Advisors
Florida
$59K +$59K +1,174 New
LFG
67
LifePlan Financial Group
Ohio
$53K
PB
68
Pinnacle Bancorp
Nebraska
$47K +$47K +940 New
UBS Group
69
UBS Group
Switzerland
$16K +$16K +311 New
WPW
70
Winthrop Partners - WNY
New York
$15K +$15K +300 New
CFG
71
CKW Financial Group
Hawaii
$14K
APA
72
American Portfolios Advisors
New York
$3.56K +$3.56K +71 New
NA
73
NewEdge Advisors
Louisiana
$2.72K +$1.28K +25,488 +89%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-$1.37M -27,284 Closed
Jane Street
75
Jane Street
New York
-$836K -16,658 Closed