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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 %
GWAM
151
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.44M -$49K -974 -2%
PCIA
152
Prime Capital Investment Advisors
Kansas
$2.43M +$492K +9,787 +25%
AWE
153
Avidian Wealth Enterprises
Texas
$2.42M +$1.49M +29,650 +160%
VF
154
Vista Finance
Missouri
$2.38M -$278K -5,523 -10%
JIP
155
Jaffetilchin Investment Partners
Florida
$2.28M -$1.5M -29,833 -40%
MWM
156
Mascoma Wealth Management
New Hampshire
$2.26M -$1.38M -27,495 -38%
EP
157
Eudaimonia Partners
Tennessee
$2.24M +$144K +2,856 +7%
AWS
158
Atria Wealth Solutions
New York
$2.12M +$44.5K +885 +2%
CCM
159
Crabel Capital Management
California
$2.11M +$1.18M +23,489 +128%
SAM
160
Simplify Asset Management
Nevada
$2.1M +$2.1M +41,833 New
ISWM
161
Independent Solutions Wealth Management
New York
$2.09M -$156K -3,106 -7%
CFC
162
Client First Capital
California
$2.01M
CPP
163
Capasso Planning Partners
South Carolina
$1.99M +$98.3K +1,954 +5%
NFG
164
Nations Financial Group
Iowa
$1.96M -$133K -2,639 -6%
SFP
165
Shepherd Financial Partners
Massachusetts
$1.95M -$1.68M -33,352 -46%
MTWM
166
Masso Torrence Wealth Management
New Jersey
$1.95M +$263K +5,220 +16%
IGGA
167
Iron Gate Global Advisors
Utah
$1.94M -$134K -2,663 -6%
SSWM
168
Sheets Smith Wealth Management
North Carolina
$1.87M +$24.7K +492 +1%
SAM
169
Secure Asset Management
Michigan
$1.85M +$1.85M +36,792 New
SCP
170
Seizert Capital Partners
Michigan
$1.83M -$1.83M -36,356 Closed
CWM
171
Congress Wealth Management
Massachusetts
$1.76M -$16.5M -327,767 -90%
C
172
CEDRUS
Colorado
$1.75M -$11.6K -230 -0.7%
FC
173
Fusion Capital
South Carolina
$1.75M -$251K -4,988 -13%
SCP
174
Syntal Capital Partners
Texas
$1.69M +$53.3K +1,060 +3%
WANY
175
Wealthspire Advisors (New York)
New York
$1.64M +$1.64M +32,616 New