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iShares Ultra Short Duration Bond Active ETF

411 hedge funds and large institutions have $4.55B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 178 reducing their positions, and 39 closing their positions.

Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.55%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
41
Increased
135
Reduced
178
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MIS
51
Morningstar Investment Services
Illinois
$10.8M 215,333 +681 +0.3%
CSPAM
52
Cary Street Partners Asset Management
Virginia
$10.7M 212,833 -267 -0.1%
SHGA
53
Sand Hill Global Advisors
California
$10.5M 208,699 +8,659 +4%
PAG
54
Private Advisor Group
New Jersey
$10.1M 199,734 +34,883 +21%
GMA
55
Glassy Mountain Advisors
Maryland
$10.1M 200,490 +26,615 +15%
GC
56
Gratus Capital
Georgia
$10M 199,288 +62,706 +46%
KPWS
57
Kestra Private Wealth Services
Texas
$9.77M 193,868 +4,702 +2%
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$9.6M 190,554 -73,406 -28%
HTC
59
Haverford Trust Company
Pennsylvania
$9.27M 183,954 -5,975 -3%
SPC
60
Sigma Planning Corp
Michigan
$9.23M 183,182 +5,218 +3%
PFM
61
Phillips Financial Management
Indiana
$9.16M 181,890 -12,496 -6%
EF
62
Exeter Financial
Arizona
$9.11M 180,786 +24,639 +16%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$8.66M 171,946 -43,944 -20%
CPIG
64
Chicago Partners Investment Group
Illinois
$8.63M 171,467 +297 +0.2%
WWM
65
Windsor Wealth Management
Indiana
$8.53M 169,212 +1,843 +1%
RCA
66
Resonant Capital Advisors
Wisconsin
$8.42M 167,221 +167,221 New
AI
67
Atria Investments
North Carolina
$8.36M 165,979 -37,603 -18%
SFG
68
StrategIQ Financial Group
Indiana
$8.26M 164,003 +423 +0.3%
RCS
69
Retirement Capital Strategies
California
$7.87M 156,231 +156,231 New
PA
70
Parallel Advisors
California
$7.8M 154,771 -21,929 -12%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$7.63M 151,410 +151,410 New
HCM
72
Hengehold Capital Management
Ohio
$7.54M 149,656 +201 +0.1%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$7.35M 145,843 +72,758 +100%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$7.15M 141,935 -5,208 -4%
HighTower Advisors
75
HighTower Advisors
Illinois
$7.03M 139,763 -27,217 -16%