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iShares Ultra Short Duration Bond Active ETF

303 hedge funds and large institutions have $2.72B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+32
Holders Change %
+11.81%
% of All Funds
5.38%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.67%
New
71
Increased
102
Reduced
98
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$7.73M +$251K +4,968 +3%
HighTower Advisors
52
HighTower Advisors
Illinois
$7.49M -$1.52M -30,137 -17%
KAS
53
Kestra Advisory Services
Texas
$7.29M +$3.15M +62,278 +76%
NFP
54
Novak Financial Planning
Maryland
$7M +$7M +138,647 New
WWM
55
WT Wealth Management
Arizona
$6.9M -$1.23M -24,257 -15%
CI
56
CAZ Investments
Texas
$6.87M +$2.12M +42,037 +45%
MP
57
McDonald Partners
Ohio
$6.76M +$6.76M +133,732 New
SAG
58
Spotlight Asset Group
Illinois
$6.7M +$6.7M +132,623 New
PFP
59
Pinnacle Financial Partners
Tennessee
$6.65M +$2.45M +48,569 +58%
PCIA
60
Prime Capital Investment Advisors
Kansas
$6.55M -$407K -8,066 -6%
AI
61
Atria Investments
North Carolina
$6.5M +$6.5M +128,567 New
AWMS
62
Advocacy Wealth Management Services
Georgia
$6.25M -$222K -4,392 -3%
KPWS
63
Kestra Private Wealth Services
Texas
$6.03M -$626K -12,395 -9%
HFS
64
Horizon Financial Services
North Carolina
$5.98M +$5.98M +118,421 New
SPC
65
Sigma Planning Corp
Michigan
$5.67M -$1.68M -33,277 -23%
TYCC
66
Texas Yale Capital Corp
Florida
$5.54M -$4.87M -96,311 -47%
JFA
67
Johanson Financial Advisors
California
$5.49M -$86.4K -1,711 -2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$5.41M -$121K -2,398 -2%
ASN
69
Advisory Services Network
Georgia
$5.39M +$498K +9,851 +10%
RPGK
70
Retirement Planning Group (Kansas)
Kansas
$5.33M +$1.88M +37,232 +55%
CCM
71
Covington Capital Management
California
$5.23M -$101K -2,000 -2%
CCM
72
Crabel Capital Management
California
$5.19M +$4.98M +98,640 +2,400%
VIM
73
Vista Investment Management
Pennsylvania
$5.15M +$873K +17,285 +20%
FA
74
FDx Advisors
Illinois
$4.95M -$2.96M -58,660 -37%
TCMP
75
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.89M +$4.89M +96,806 New