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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 %
DWM
76
Drive Wealth Management
Utah
$6.87M 136,462 +2,542 +2%
AC
77
Avestar Capital
New York
$6.77M 134,384 -39,551 -23%
TA
78
TFB Advisors
Kansas
$6.76M 134,270 +112,187 +508%
JWCA
79
J.W. Cole Advisors
Florida
$6.76M 134,110 +1,359 +1%
AWMS
80
Advocacy Wealth Management Services
Georgia
$6.62M 131,338 +31,239 +31%
SFG
81
Snider Financial Group
Washington
$6.58M 130,543 -6,919 -5%
IWC
82
Integrated Wealth Concepts
Massachusetts
$6.57M 130,464 +130,464 New
RW
83
RVW Wealth
California
$6.46M 128,260 +51 +0%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$6.43M 127,659 -13,744 -10%
LRWA
85
Long Run Wealth Advisors
New York
$6.41M 127,206 -24,256 -16%
FCIM
86
Fairview Capital Investment Management
California
$6.4M 127,088 +3,338 +3%
ACA
87
Aptus Capital Advisors
Alabama
$6.2M 123,011 -4,434 -3%
BBA
88
Braun-Bostich & Associates
Pennsylvania
$6M 119,192 +119,192 New
CFGS
89
Concourse Financial Group Securities
Alabama
$5.98M 118,720 -1,166 -1%
APIM
90
Agate Pass Investment Management
Washington
$5.84M 115,885 -12,462 -10%
BF
91
BOK Financial
Oklahoma
$5.81M 115,315 -19,190 -14%
GRP
92
Global Retirement Partners
California
$5.65M 112,445 +11,866 +12%
HCM
93
Howland Capital Management
Massachusetts
$5.64M 111,909 -9,350 -8%
PGFC
94
Peapack-Gladstone Financial Corp
New Jersey
$5.59M 110,984 -9,551 -8%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$5.55M 110,232 +50 +0%
AF
96
Allworth Financial
California
$5.41M 107,412 -28,887 -21%
SWG
97
Summit Wealth Group
Vermont
$5.28M 104,736 +6,639 +7%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$5.27M 104,680 -3,812 -4%
FAM
99
Forte Asset Management
New York
$4.87M 96,625 -50,925 -35%
RF
100
RHS Financial
California
$4.68M 92,891 +14,672 +19%