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iShares Ultra Short Duration Bond Active ETF

124 hedge funds and large institutions have $1.02B invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.72%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
23
Increased
50
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
51
Cannon Financial Strategists
Georgia
$2.58M +$250K +4,962 +11%
Citadel Advisors
52
Citadel Advisors
Florida
$2.54M +$2.54M +50,322 New
SWP
53
Stratos Wealth Partners
Ohio
$2.53M -$621K -12,327 -20%
HCIA
54
Hochman Cole Investment Advisors
Illinois
$2.52M -$157K -3,106 -6%
SPC
55
Sigma Planning Corp
Michigan
$2.37M +$89.9K +1,784 +4%
WPW
56
Winthrop Partners - WNY
New York
$2.04M +$506K +10,043 +33%
FTUS
57
Flow Traders U.S.
New York
$2M -$249K -4,950 -11%
SHIM
58
Stone House Investment Management
Pennsylvania
$1.91M +$19.7K +391 +1%
WWM
59
WT Wealth Management
Arizona
$1.55M +$1.55M +30,763 New
PA
60
Parallel Advisors
California
$1.51M +$277K +5,500 +22%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.4M -$104K -2,069 -7%
CF
62
Centaurus Financial
California
$1.38M -$588K -11,670 -30%
NA
63
NewEdge Advisors
Louisiana
$1.27M +$510K +10,127 +67%
CTA
64
Chesley Taft & Associates
Illinois
$1.19M -$269K -5,332 -18%
JSA
65
Jacobson & Schmitt Advisors
Wisconsin
$1.15M +$1.15M +22,856 New
BPA
66
Beacon Pointe Advisors
California
$1.14M -$620K -12,311 -35%
SFS
67
Sowell Financial Services
Arkansas
$1.1M +$1.1M +21,896 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.09M
ACS
69
Archford Capital Strategies
Illinois
$1.07M +$498K +9,877 +87%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$1.01M +$1.01M +20,050 New
ONST
71
Old North State Trust
North Carolina
$861K +$7.46K +148 +0.9%
HWA
72
Heritage Wealth Advisors
Virginia
$852K +$781K +15,506 +1,100%
Stifel Financial
73
Stifel Financial
Missouri
$846K +$592K +11,750 +233%
PFP
74
Pinnacle Financial Partners
Tennessee
$834K -$1.04M -20,680 -56%
PWA
75
Physician Wealth Advisors
Utah
$602K +$602K +11,945 New