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iShares Ultra Short Duration Bond Active ETF

102 hedge funds and large institutions have $609M invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+27
Holders Change %
+36%
% of All Funds
2.21%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
39
Increased
30
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.05M -$711K -14,137 -40%
BCA
52
Bay Colony Advisors
Massachusetts
$1.02M -$456K -9,059 -31%
NA
53
NewEdge Advisors
Louisiana
$975K -$1.75M -34,817 -64%
OMC
54
Old Mission Capital
Illinois
$887K +$887K +17,643 New
ONST
55
Old North State Trust
North Carolina
$859K +$98.4K +1,958 +13%
PA
56
Parallel Advisors
California
$795K +$4.42K +88 +0.6%
IWM
57
IHT Wealth Management
Illinois
$643K -$81.2K -1,615 -11%
ACS
58
Archford Capital Strategies
Illinois
$616K -$10.2K -202 -2%
WLIM
59
White Lighthouse Investment Management
Massachusetts
$587K -$12.6K -250 -2%
CCM
60
Canal Capital Management
Virginia
$581K +$581K +11,542 New
LWAC
61
Laurel Wealth Advisors (California)
California
$571K +$571K +11,360 New
CHP
62
Cable Hill Partners
Oregon
$520K +$2.36K +47 +0.5%
AP
63
Appleton Partners
Massachusetts
$473K -$18.9K -376 -4%
SCP
64
Seizert Capital Partners
Michigan
$473K +$473K +9,400 New
SSWM
65
Sheets Smith Wealth Management
North Carolina
$425K -$60.3K -1,200 -12%
MWM
66
Mascoma Wealth Management
New Hampshire
$416K +$416K +8,279 New
CFC
67
Coyle Financial Counsel
Illinois
$415K -$34.7K -691 -8%
MCM
68
Monument Capital Management
Virginia
$390K +$390K +7,761 New
PCIA
69
Prime Capital Investment Advisors
Kansas
$381K +$381K +7,568 New
SPIA
70
Steward Partners Investment Advisory
New York
$356K +$356K +7,096 New
WT
71
Whittier Trust
California
$311K
UBS Group
72
UBS Group
Switzerland
$301K +$285K +5,660 +1,820%
AIM
73
Advantage Investment Management
Iowa
$299K -$6.43K -128 -2%
BAAM
74
Baker Avenue Asset Management
California
$298K -$1.15M -22,955 -79%
WCG
75
Weaver Consulting Group
California
$284K +$284K +5,640 New