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iShares Ultra Short Duration Bond Active ETF

333 hedge funds and large institutions have $3.13B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
5.81%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.54%
New
36
Increased
124
Reduced
127
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AP
151
Advisor Partners
California
$1.73M -$257K -5,083 -13%
PCFFS
152
Pacific Center for Financial Services
California
$1.73M -$1.37M -27,106 -44%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$1.72M +$164K +3,238 +11%
KWM
154
Kingsview Wealth Management
Oregon
$1.71M +$424K +8,388 +33%
AWM
155
Altus Wealth Management
Kentucky
$1.7M +$11.7K +232 +0.7%
TFGT
156
TS Financial Group (TSFG)
Illinois
$1.7M -$60K -1,187 -3%
Citigroup
157
Citigroup
New York
$1.68M -$13.8K -274 -0.8%
Truist Financial
158
Truist Financial
North Carolina
$1.57M +$400K +7,920 +34%
ACA
159
Aptus Capital Advisors
Alabama
$1.56M -$258K -5,109 -14%
SCP
160
Syntal Capital Partners
Texas
$1.5M +$26.9K +533 +2%
NA
161
NewEdge Advisors
Louisiana
$1.5M -$30.5K -604 -2%
SG
162
Stonnington Group
California
$1.47M -$303K -6,010 -17%
HFA
163
HC Financial Advisors
California
$1.45M +$361K +7,142 +33%
HCA
164
Harbour Capital Advisors
Virginia
$1.41M +$64.4K +1,275 +5%
BWM
165
BCGM Wealth Management
Indiana
$1.39M +$60.5K +1,198 +5%
AA
166
Advisory Alpha
Michigan
$1.38M +$1.38M +27,397 New
UCFA
167
United Capital Financial Advisors
Texas
$1.36M -$238K -4,716 -15%
RWP
168
Ridgecrest Wealth Partners
California
$1.35M +$1.35M +26,800 New
5L
169
55I LLC
Massachusetts
$1.35M +$1.35M +26,701 New
DMC
170
Drexel Morgan & Co
Pennsylvania
$1.32M -$1.86M -36,724 -58%
SFP
171
Shepherd Financial Partners
Massachusetts
$1.32M +$1.32M +26,092 New
JG
172
Jefferies Group
New York
$1.26M +$1.26M +25,000 New
HCP
173
Hexagon Capital Partners
Arkansas
$1.26M -$18.2K -360 -1%
GC
174
Guggenheim Capital
Illinois
$1.22M -$29K -574 -2%
SWM
175
SeaCrest Wealth Management
New York
$1.19M -$657 -13 -0.1%