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iShares Ultra Short Duration Bond Active ETF

124 hedge funds and large institutions have $1.02B invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.72%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
23
Increased
50
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
101
Certified Advisory Corp
Florida
$238K +$1.56K +31 +0.7%
MWP
102
MYCIO Wealth Partners
Pennsylvania
$222K
SCP
103
Syntal Capital Partners
Texas
$219K -$795K -15,831 -78%
CRWM
104
Castle Rock Wealth Management
California
$219K -$247K -4,894 -53%
EWM
105
Elmwood Wealth Management
California
$202K
WPSG
106
Wealth & Pension Services Group
Georgia
$200K
AIM
107
Advantage Investment Management
Iowa
$183K -$14.8K -293 -7%
GRP
108
Global Retirement Partners
California
$160K -$3.25M -64,433 -95%
Citigroup
109
Citigroup
New York
$144K +$109K +2,155 +309%
RIA
110
Realta Investment Advisors
Delaware
$109K
RBC
111
Roble Belko & Company
Pennsylvania
$101K
William Blair & Company
112
William Blair & Company
Illinois
$76K
Morgan Stanley
113
Morgan Stanley
New York
$75K +$37.1K +735 +98%
LFG
114
LifePlan Financial Group
Ohio
$54K
PB
115
Pinnacle Bancorp
Nebraska
$47K
FAAS
116
First Allied Advisory Services
California
$38K +$38K +757 New
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$30K
BWL
118
Bogart Wealth LLC
Virginia
$28K +$28K +551 New
JPLA
119
Joseph P. Lucia & Associates
New York
$25K
UBS Group
120
UBS Group
Switzerland
$16K
CFG
121
CKW Financial Group
Hawaii
$14K
TF
122
TimeScale Financial
Massachusetts
$8K
FRA
123
Front Row Advisors
California
$3K
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$1K
CVM
125
Cheviot Value Management
California
-$2.1M -41,633 Closed