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iShares Ultra Short Duration Bond Active ETF

334 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 131 reducing their positions, and 29 closing their positions.

Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.87%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.47%
New
34
Increased
124
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
TYCC
52
Texas Yale Capital Corp
Florida
$8.59M 170,017 +16,583 +11%
CTA
53
Chesley Taft & Associates
Illinois
$8.35M 165,283 -3,157 -2%
MML Investors Services
54
MML Investors Services
Massachusetts
$8.12M 160,840 -3,473 -2%
WWM
55
WT Wealth Management
Arizona
$8.04M 159,206 -14,294 -8%
CA
56
Capital Advantage
California
$7.83M 155,007 -9,098 -6%
DI
57
DFPG Investments
Utah
$7.82M 154,990 -4,759 -3%
Morgan Stanley
58
Morgan Stanley
New York
$7.7M 152,363 +71,845 +89%
KAS
59
Kestra Advisory Services
Texas
$7.59M 150,321 +84,204 +127%
EBA
60
Eagle Bay Advisors
New York
$7.59M 149,022 +59,923 +67%
HighTower Advisors
61
HighTower Advisors
Illinois
$7.52M 149,192 +17,090 +13%
JFA
62
Johanson Financial Advisors
California
$7.35M 145,594 -2,721 -2%
PA
63
Parallel Advisors
California
$7.28M 144,210 +45,327 +46%
MP
64
McDonald Partners
Ohio
$6.94M 137,457 +7,530 +6%
SPC
65
Sigma Planning Corp
Michigan
$6.91M 136,761 +1,169 +0.9%
DPI
66
Diversified Portfolios Inc
Michigan
$6.86M 135,787 +135,787 New
PFM
67
Phillips Financial Management
Indiana
$6.67M 132,077 -825,886 -86%
ACM
68
Alpha Capital Management
Texas
$6.08M 120,300 +120,300 New
CCM
69
Condor Capital Management
New Jersey
$5.96M 118,036 +95,152 +416%
VIM
70
Vista Investment Management
Pennsylvania
$5.94M 117,520 +5,966 +5%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$5.84M 115,526 +101,451 +721%
SSWM
72
Sheets Smith Wealth Management
North Carolina
$5.76M 113,945 +5,855 +5%
FA
73
FDx Advisors
Illinois
$5.49M 108,608 +9,003 +9%
PEA
74
Pacific Edge Advisors
California
$5.39M 106,800 +99,800 +1,426%
CWM
75
CCG Wealth Management
California
$5.39M 106,661 -23,997 -18%