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iShares Ultra Short Duration Bond Active ETF

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.76%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MIS
51
Morningstar Investment Services
Illinois
$10.3M 204,975 +28,215 +16%
KWM
52
Keebeck Wealth Management
Illinois
$10.2M 203,795
PFM
53
Phillips Financial Management
Indiana
$10.2M 203,143 -20,370 -9%
AI
54
Atria Investments
North Carolina
$10.2M 202,904 +43,728 +27%
CSPAM
55
Cary Street Partners Asset Management
Virginia
$10.1M 201,022 +8,768 +5%
AIMC
56
Alley Investment Management Company
Illinois
$9.97M 198,461 -114,859 -37%
AO
57
Advisor OS
Illinois
$9.97M 198,333 +51,681 +35%
FTUS
58
Flow Traders U.S.
New York
$9.93M 197,672 +147,286 +292%
MCCA
59
Mill Creek Capital Advisors
Pennsylvania
$9.78M 194,690
CPIG
60
Chicago Partners Investment Group
Illinois
$9.77M 194,473 -12,777 -6%
Mariner
61
Mariner
Kansas
$9.67M 192,444 -26,315 -12%
GVAG
62
Great Valley Advisor Group
Delaware
$9.44M 187,795 +2,728 +1%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$9.41M 187,171 -12,283 -6%
Citadel Advisors
64
Citadel Advisors
Florida
$9.37M 186,378 +186,378 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$8.88M 176,677 -22,993 -12%
FM
66
Family Management
New York
$8.81M 175,317 -27,743 -14%
AC
67
Avestar Capital
New York
$8.7M 173,058 +173,058 New
SQA
68
Simon Quick Advisors
New Jersey
$8.63M 171,788 -202,437 -54%
ZF
69
Zhang Financial
Michigan
$8.43M 167,688 -84,234 -33%
SL
70
Systelligence LLC
Minnesota
$8.25M 164,254 -4,633 -3%
SFG
71
StrategIQ Financial Group
Indiana
$8.22M 163,580 +163,580 New
WA
72
Waverly Advisors
Alabama
$8.17M 162,585 -29,664 -15%
BF
73
BOK Financial
Oklahoma
$8.15M 162,237 -870,728 -84%
HighTower Advisors
74
HighTower Advisors
Illinois
$8.02M 159,672 -15,836 -9%
SFG
75
Snider Financial Group
Washington
$8.01M 159,482 -9,617 -6%