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iShares Ultra Short Duration Bond Active ETF

124 hedge funds and large institutions have $1.02B invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.72%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
23
Increased
50
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WLIM
76
White Lighthouse Investment Management
Massachusetts
$548K
OMC
77
Old Mission Capital
Illinois
$538K +$538K +10,680 New
SPIA
78
Steward Partners Investment Advisory
New York
$535K +$178K +3,534 +50%
CHP
79
Cable Hill Partners
Oregon
$529K +$3.53K +70 +0.7%
EWA
80
EP Wealth Advisors
California
$501K
EPA
81
Element Pointe Advisors
Florida
$494K -$1.32M -26,215 -73%
SCP
82
Seizert Capital Partners
Michigan
$474K
CFC
83
Coyle Financial Counsel
Illinois
$464K -$23K -456 -5%
BCA
84
Bay Colony Advisors
Massachusetts
$432K -$16.1K -320 -4%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$428K -$22.7K -451 -5%
CPIG
86
Chicago Partners Investment Group
Illinois
$410K +$410K +8,142 New
Wells Fargo
87
Wells Fargo
California
$393K +$393K +7,794 +779,400%
TP
88
Tranquility Partners
Tennessee
$381K +$381K +7,553 New
GC
89
Guggenheim Capital
Illinois
$378K +$378K +7,508 New
IWM
90
IHT Wealth Management
Illinois
$326K -$99.2K -1,968 -23%
BWA
91
BDO Wealth Advisors
Florida
$316K
WT
92
Whittier Trust
California
$301K
BAAM
93
Baker Avenue Asset Management
California
$298K
SC
94
Scotia Capital
Ontario, Canada
$286K +$286K +5,672 New
WCG
95
Weaver Consulting Group
California
$284K
CA
96
Cetera Advisors
Colorado
$281K -$94.6K -1,876 -25%
SAM
97
Summit Asset Management
Tennessee
$277K
TC
98
Telemus Capital
Michigan
$276K +$276K +5,475 New
HB
99
Homrich & Berg
Georgia
$250K +$250K +4,964 New
AWM
100
AE Wealth Management
Kansas
$249K +$249K +4,937 New