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iShares Ultra Short Duration Bond Active ETF

334 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 131 reducing their positions, and 29 closing their positions.

Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.87%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.47%
New
34
Increased
124
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
76
Callahan Advisors
Texas
$5.27M 104,376 +23,977 +30%
PAG
77
Private Advisor Group
New Jersey
$5.04M 99,827 +21,572 +28%
GCA
78
Greenwood Capital Associates
South Carolina
$5.01M 99,176 +2,596 +3%
PMG
79
ProVise Management Group
Florida
$4.99M 98,857 +38,097 +63%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$4.87M 96,462 +4,603 +5%
CCM
81
Covington Capital Management
California
$4.77M 94,500 -3,500 -4%
AWM
82
Aprio Wealth Management
Georgia
$4.75M 94,004 -138,531 -60%
WCM
83
WealthBridge Capital Management
Ohio
$4.73M 93,666 -1,640 -2%
CFS
84
Cannon Financial Strategists
Georgia
$4.51M 89,345 -7,300 -8%
CI
85
CAZ Investments
Texas
$4.36M 86,341 -7,610 -8%
PPW
86
Pasadena Private Wealth
California
$4.36M 86,240 +2,221 +3%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$4.27M 84,565 +84,565 New
KPWS
88
Kestra Private Wealth Services
Texas
$4.2M 83,168 -27,367 -25%
CPIG
89
Chicago Partners Investment Group
Illinois
$4.2M 83,249 -900 -1%
ZIM
90
Zacks Investment Management
Illinois
$4.15M 82,195 -7,813 -9%
C
91
Certuity
Florida
$4.14M 81,939 +7,158 +10%
PCIA
92
Prime Capital Investment Advisors
Kansas
$4.07M 80,590 -69,050 -46%
DBT
93
Dubuque Bank & Trust
Iowa
$4.06M 80,373 +5,873 +8%
RW
94
RVW Wealth
California
$4M 75,915 -11,406 -13%
AWMS
95
Advocacy Wealth Management Services
Georgia
$3.95M 78,269 +794 +1%
OPCM
96
Osborne Partners Capital Management
California
$3.94M 78,076 -3,716 -5%
PWS
97
Precision Wealth Strategies
Missouri
$3.76M 74,481 +20,579 +38%
MWM
98
Mascoma Wealth Management
New Hampshire
$3.74M 73,990 -861 -1%
B
99
Brightworth
Georgia
$3.73M 73,842 -3,990 -5%
RPGK
100
Retirement Planning Group (Kansas)
Kansas
$3.55M 70,333 -11,623 -14%