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iShares Ultra Short Duration Bond Active ETF

410 hedge funds and large institutions have $4.58B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 139 increasing their positions, 176 reducing their positions, and 50 closing their positions.

Holders
410
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
6.47%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.54%
New
43
Increased
139
Reduced
176
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KWM
51
Keebeck Wealth Management
Illinois
$10.3M 203,795
AI
52
Atria Investments
North Carolina
$10.2M 203,582 +678 +0.3%
SHGA
53
Sand Hill Global Advisors
California
$10.1M 200,040 -53,123 -21%
PFM
54
Phillips Financial Management
Indiana
$9.78M 194,386 -8,757 -4%
BFPW
55
BOK Financial Private Wealth
Colorado
$9.69M 192,665 +46,208 +32%
HTC
56
Haverford Trust Company
Pennsylvania
$9.55M 189,929 -96,607 -34%
KPWS
57
Kestra Private Wealth Services
Texas
$9.52M 189,166 -44,914 -19%
LGA
58
Lebenthal Global Advisors
New York
$9.5M 188,890 -36,642 -16%
Mariner
59
Mariner
Kansas
$9.2M 182,989 -9,455 -5%
SPC
60
Sigma Planning Corp
Michigan
$8.95M 177,964 +26,519 +18%
PA
61
Parallel Advisors
California
$8.89M 176,700 -55,869 -24%
AC
62
Avestar Capital
New York
$8.75M 173,935 +877 +0.5%
GMA
63
Glassy Mountain Advisors
Maryland
$8.75M 173,875 +173,875 New
CPIG
64
Chicago Partners Investment Group
Illinois
$8.58M 171,170 -23,303 -12%
WWM
65
Windsor Wealth Management
Indiana
$8.42M 167,369 +9,172 +6%
HighTower Advisors
66
HighTower Advisors
Illinois
$8.39M 166,980 +7,308 +5%
AIMC
67
Alley Investment Management Company
Illinois
$8.36M 166,111 -32,350 -16%
PAG
68
Private Advisor Group
New Jersey
$8.29M 164,851 +47,455 +40%
SFG
69
StrategIQ Financial Group
Indiana
$8.23M 163,580
EF
70
Exeter Financial
Arizona
$7.84M 156,147 +15,271 +11%
LRWA
71
Long Run Wealth Advisors
New York
$7.62M 151,462 +45,447 +43%
HCM
72
Hengehold Capital Management
Ohio
$7.52M 149,455 +2,001 +1%
FAM
73
Forte Asset Management
New York
$7.42M 147,550 +36,915 +33%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$7.4M 147,143 -20,394 -12%
GSWM
75
Greenup Street Wealth Management
Michigan
$7.21M 143,323 -252 -0.2%