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iShares Ultra Short Duration Bond Active ETF

303 hedge funds and large institutions have $2.72B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 33 closing their positions.

Holders
303
Holders Change
+32
Holders Change %
+11.81%
% of All Funds
5.38%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.67%
New
71
Increased
102
Reduced
98
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VFIC
101
Valley Forge Investment Consultants
Pennsylvania
$3.34M +$3.34M +66,165 New
CWM
102
Connecticut Wealth Management
Connecticut
$3.34M -$109K -2,160 -3%
SWM
103
Sugarloaf Wealth Management
Georgia
$3.24M +$26.4K +522 +0.8%
CFS
104
Cannon Financial Strategists
Georgia
$3.24M +$134K +2,660 +4%
DWM
105
Doyle Wealth Management
Florida
$3.23M +$733K +14,519 +29%
KOMWMG
106
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.21M +$2.3M +45,552 +254%
CAG
107
Csenge Advisory Group
Florida
$3.21M +$157K +3,099 +5%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$3.18M -$2.69M
SS
109
Simplicity Solutions
Minnesota
$3.17M -$645K -12,762 -17%
PAG
110
Private Advisor Group
New Jersey
$3.1M +$257K +5,096 +9%
NCP
111
NexWave Capital Partners
New York
$3.08M +$3.08M +61,000 New
GCA
112
Greenwood Capital Associates
South Carolina
$3.07M +$2.16M +42,680 +235%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$3.07M +$1.63M +32,239 +113%
ECM
114
Exchange Capital Management
Michigan
$2.98M -$651K -12,884 -18%
SWG
115
Summit Wealth Group
Vermont
$2.96M +$813K +16,089 +38%
CCT
116
Country Club Trust
Missouri
$2.95M +$2.36M +46,745 +401%
DMC
117
Drexel Morgan & Co
Pennsylvania
$2.92M -$579K -11,470 -17%
BRWM
118
B. Riley Wealth Management
Tennessee
$2.9M +$87.9K +1,740 +3%
PWA
119
Physician Wealth Advisors
Utah
$2.86M +$184K +3,652 +7%
SCP
120
Seizert Capital Partners
Michigan
$2.86M -$497K -9,836 -15%
AP
121
Advisor Partners
California
$2.58M +$2.58M +51,028 New
TWM
122
Tradition Wealth Management
Minnesota
$2.56M +$2.56M +50,730 New
GWAM
123
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.51M +$2.51M +49,620 New
AIP
124
Ahrens Investment Partners
Louisiana
$2.51M +$2.51M +49,600 New
EIA
125
Eldridge Investment Advisors
New Hampshire
$2.49M -$161K -3,195 -6%