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iShares Ultra Short Duration Bond Active ETF

333 hedge funds and large institutions have $3.13B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 29 closing their positions.

Holders
333
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
5.81%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.54%
New
36
Increased
124
Reduced
127
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCM
76
Covington Capital Management
California
$4.95M 98,000 -2,350 -2%
CFS
77
Cannon Financial Strategists
Georgia
$4.88M 96,645 -6,786 -7%
GCA
78
Greenwood Capital Associates
South Carolina
$4.88M 96,580 +8,062 +9%
WCM
79
WealthBridge Capital Management
Ohio
$4.82M 95,306 +7,734 +9%
EBA
80
Eagle Bay Advisors
New York
$4.8M 89,099 +89,099 New
CI
81
CAZ Investments
Texas
$4.75M 93,951 +49,800 +113%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$4.64M 91,859 -115,891 -56%
PCMC
83
Paragon Capital Management (Colorado)
Colorado
$4.6M 91,040 +71,040 +355%
ZIM
84
Zacks Investment Management
Illinois
$4.55M 90,008 -4,603 -5%
SWG
85
Summit Wealth Group
Vermont
$4.5M 89,099 +7,511 +9%
WWM
86
Wiser Wealth Management
Georgia
$4.48M 88,669 +15,584 +21%
CPIG
87
Chicago Partners Investment Group
Illinois
$4.25M 84,149 +42,967 +104%
PPW
88
Pasadena Private Wealth
California
$4.25M 84,019 +8,006 +11%
RPGK
89
Retirement Planning Group (Kansas)
Kansas
$4.14M 81,956 -22,583 -22%
OPCM
90
Osborne Partners Capital Management
California
$4.13M 81,792 -18,001 -18%
CCM
91
Crabel Capital Management
California
$4.1M 81,159 -31,869 -28%
Morgan Stanley
92
Morgan Stanley
New York
$4.07M 80,518 -14,504 -15%
CA
93
Callahan Advisors
Texas
$4.06M 80,399 -10,273 -11%
RW
94
RVW Wealth
California
$4M 87,321 -968 -1%
PAG
95
Private Advisor Group
New Jersey
$3.95M 78,255 -128 -0.2%
B
96
Brightworth
Georgia
$3.93M 77,832 -14,632 -16%
AWMS
97
Advocacy Wealth Management Services
Georgia
$3.91M 77,475 -33,368 -30%
ISWM
98
Independent Solutions Wealth Management
New York
$3.8M 75,242 -4,858 -6%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$3.79M 75,003 +2,575 +4%
MWM
100
Mascoma Wealth Management
New Hampshire
$3.78M 74,851 +1,062 +1%