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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
CM
126
Cornerstone Management
Georgia
$3.5M +$131K +2,609 +4%
CA
127
Cetera Advisors
Colorado
$3.46M +$124K +2,463 +4%
Citigroup
128
Citigroup
New York
$3.32M -$636K -12,651 -16%
CAM
129
Crestone Asset Management
Colorado
$3.31M +$78.6K +1,562 +2%
SRWM
130
Shira Ridge Wealth Management
California
$3.21M -$253K -5,030 -7%
WI
131
WBI Investments
New Jersey
$3.21M +$1.86M +37,042 +139%
SRC
132
Sage Rhino Capital
California
$3.2M +$20.9K +416 +0.7%
AWM
133
AE Wealth Management
Kansas
$3.16M -$1.74M -34,510 -35%
VIM
134
Vista Investment Management
Pennsylvania
$3.15M -$397K -7,902 -11%
CTA
135
Chesley Taft & Associates
Illinois
$3.14M +$62.6K +1,245 +2%
CWC
136
Carolinas Wealth Consulting
North Carolina
$3.12M -$725K -14,409 -19%
KTC
137
Kistler-Tiffany Companies
Pennsylvania
$3.07M +$642K +12,762 +26%
Citadel Advisors
138
Citadel Advisors
Florida
$3.06M -$6.31M -125,527 -67%
AP
139
Atwood & Palmer
Missouri
$2.93M +$40.2K +800 +1%
KCM
140
KM Capital Management
Texas
$2.89M +$2.47K +49 +0.1%
PWM
141
Perigon Wealth Management
California
$2.8M +$1.5M +29,901 +116%
BWM
142
BCGM Wealth Management
Indiana
$2.73M +$456K +9,058 +20%
MOS
143
MGO One Seven
Ohio
$2.73M -$1.28M -25,404 -32%
ZIM
144
Zacks Investment Management
Illinois
$2.68M -$117K -2,324 -4%
TYCC
145
Texas Yale Capital Corp
Florida
$2.6M -$455K -9,048 -15%
WWM
146
WT Wealth Management
Arizona
$2.57M -$2.06M -40,970 -44%
CWM
147
Cahaba Wealth Management
Georgia
$2.55M -$272K -5,398 -10%
AWM
148
Avaii Wealth Management
Wisconsin
$2.54M -$164K -3,260 -6%
SWM
149
Sugarloaf Wealth Management
Georgia
$2.51M +$407K +8,082 +19%
DBT
150
Dubuque Bank & Trust
Iowa
$2.47M -$152K -3,021 -6%