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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 %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$7.11M 141,403 -45,768 -24%
SFG
77
Snider Financial Group
Washington
$6.91M 137,462 -22,020 -14%
GC
78
Gratus Capital
Georgia
$6.87M 136,582 +94,323 +223%
AF
79
Allworth Financial
California
$6.86M 136,299 -118,098 -46%
BF
80
BOK Financial
Oklahoma
$6.77M 134,505 -27,732 -17%
DWM
81
Drive Wealth Management
Utah
$6.74M 133,920 +91,465 +215%
JWCA
82
J.W. Cole Advisors
Florida
$6.68M 132,751 +41,947 +46%
APIM
83
Agate Pass Investment Management
Washington
$6.46M 128,347 +68,183 +113%
RW
84
RVW Wealth
California
$6.45M 128,209 +40 +0%
ACA
85
Aptus Capital Advisors
Alabama
$6.41M 127,445 +81,978 +180%
MCC
86
Money Concepts Capital
Florida
$6.41M 127,393 +103,769 +439%
FCIM
87
Fairview Capital Investment Management
California
$6.22M 123,750
DAM
88
Derbend Asset Management
Georgia
$6.11M 121,550 +89,960 +285%
HCM
89
Howland Capital Management
Massachusetts
$6.1M 121,259 -2,750 -2%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$6.06M 120,535 -29,758 -20%
CFGS
91
Concourse Financial Group Securities
Alabama
$6.03M 119,886 +8,061 +7%
FWA
92
FOCUS Wealth Advisors
Texas
$5.83M 115,810 +47,868 +70%
WWM
93
Wiser Wealth Management
Georgia
$5.58M 110,961 +11,945 +12%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$5.54M 110,182 +1,468 +1%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$5.46M 108,492 +12,478 +13%
BTI
96
Blue Trust Inc
Georgia
$5.34M 106,193 -5,525 -5%
GRP
97
Global Retirement Partners
California
$5.06M 100,579 +11,322 +13%
AWMS
98
Advocacy Wealth Management Services
Georgia
$5.03M 100,099 +14,871 +17%
FM
99
Family Management
New York
$4.95M 98,504 -76,813 -44%
SWG
100
Summit Wealth Group
Vermont
$4.93M 98,097 -4,971,123 -98%