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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 %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$4.88M 97,041 -79,636 -45%
ZA
102
Zazove Associates
Nevada
$4.87M 96,846
BIAS
103
Beacon Investment Advisory Services
New Jersey
$4.53M 90,149 -5,001 -5%
KCM
104
Kathmere Capital Management
Pennsylvania
$4.45M 88,384 -1,057 -1%
CW
105
CreativeOne Wealth
Kansas
$4.4M 87,401 +65,548 +300%
PAS
106
Park Avenue Securities
New York
$4.35M 86,429 +24,410 +39%
ACM
107
Alpha Capital Management
Texas
$4.34M 86,750
CWM
108
CCG Wealth Management
California
$4.34M 86,281 -32,256 -27%
NW
109
NewEdge Wealth
Pennsylvania
$4.27M 84,905 -17,093 -17%
PGAM
110
Princeton Global Asset Management
New Jersey
$4.18M 83,024 -1,507 -2%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$4.17M 82,836 +49,428 +148%
SFS
112
Sowell Financial Services
Arkansas
$4.15M 82,565 +12,586 +18%
EBA
113
Eagle Bay Advisors
New York
$4.1M 81,508 -10,328 -11%
ZF
114
Zhang Financial
Michigan
$4.06M 80,783 -86,905 -52%
SAG
115
SageView Advisory Group
California
$3.97M 78,891 -600 -0.8%
RF
116
RHS Financial
California
$3.93M 78,219 +13,969 +22%
WCM
117
WealthBridge Capital Management
Ohio
$3.75M 74,583 -8,018 -10%
MG
118
Mather Group
Illinois
$3.73M 74,087 +74,087 New
BW
119
Bison Wealth
Georgia
$3.71M 73,661 +1,147 +2%
GC
120
Guidance Capital
Kentucky
$3.7M 73,594 +73,594 New
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$3.68M 73,085 +70,785 +3,078%
RIA
122
Regal Investment Advisors
Michigan
$3.67M 72,888 -1,105 -1%
DADC
123
D.A. Davidson & Co
Montana
$3.63M 72,233 +13,452 +23%
CWM
124
Cornerstone Wealth Management
Missouri
$3.61M 71,723 +71,723 New
HWAM
125
Hennion & Walsh Asset Management
New Jersey
$3.54M 70,327 +1,736 +3%