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iShares Ultra Short Duration Bond Active ETF

428 hedge funds and large institutions have $4.35B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 180 reducing their positions, and 37 closing their positions.

Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
6.28%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.57%
New
58
Increased
136
Reduced
180
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
76
Snider Financial Group
Washington
$6.64M +$70.2K +1,394 +1%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$6.57M -$577K -11,451 -8%
HighTower Advisors
78
HighTower Advisors
Illinois
$6.5M -$533K -10,601 -8%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$6.45M -$2.21M -43,842 -25%
FCIM
80
Fairview Capital Investment Management
California
$6.4M
GRP
81
Global Retirement Partners
California
$6.36M +$687K +13,602 +12%
AO
82
Advisor OS
Illinois
$6.29M -$5.4M -107,280 -46%
RW
83
RVW Wealth
California
$6.26M -$197K -3,915 -3%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$6.13M -$300K -5,965 -5%
SWG
85
Summit Wealth Group
Vermont
$5.93M +$659K +13,084 +12%
BBA
86
Braun-Bostich & Associates
Pennsylvania
$5.93M -$70.4K -1,398 -1%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$5.89M +$335K +6,648 +6%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$5.79M -$1.83M -36,368 -24%
BWM
89
BCGM Wealth Management
Indiana
$5.54M +$2.67M +52,961 +93%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$5.45M +$2.77M +54,957 +103%
BF
91
BOK Financial
Oklahoma
$5.31M -$502K -9,970 -9%
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$5.28M -$305K -6,059 -5%
Morgan Stanley
93
Morgan Stanley
New York
$5.28M +$2.81M +55,728 +114%
LRWA
94
Long Run Wealth Advisors
New York
$5.16M -$1.25M -24,742 -19%
HCM
95
Howland Capital Management
Massachusetts
$5.15M -$484K -9,604 -9%
FAM
96
Forte Asset Management
New York
$5.14M +$274K +5,450 +6%
SFS
97
Sowell Financial Services
Arkansas
$5.03M +$1.06M +21,115 +27%
TA
98
TFB Advisors
Kansas
$4.99M -$1.77M -35,131 -26%
GC
99
Guidance Capital
Kentucky
$4.88M +$873K +17,332 +22%
WA
100
Waverly Advisors
Alabama
$4.86M -$8.67M -172,241 -64%