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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.

New
Increased
Maintained
Reduced
Closed
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 %
WP
176
WealthSource Partners
California
$819K +$565K +11,175 +222%
CWA
177
Capital Wealth Alliance
Arizona
$805K +$78.7K +1,556 +11%
SB
178
Strategic Blueprint
Georgia
$786K +$102K +2,010 +15%
RWI
179
Red Wave Investments
Pennsylvania
$786K +$786K +15,565 New
ACS
180
Archford Capital Strategies
Illinois
$772K
GAM
181
Gould Asset Management
California
$771K -$434K -8,588 -36%
CF
182
Centaurus Financial
California
$751K -$50.1K -992 -6%
KWM
183
Kingsview Wealth Management
Oregon
$747K -$17.9K -355 -2%
SFM
184
Signet Financial Management
New Jersey
$735K -$242K -4,785 -25%
SSCA
185
South Shore Capital Advisors
Massachusetts
$708K +$708K +14,005 New
PWM
186
Perigon Wealth Management
California
$687K -$5.81K -115 -0.8%
RRA
187
Round Rock Advisors
Connecticut
$658K +$658K +13,025 New
KF
188
Krilogy Financial
Missouri
$639K +$140K +2,766 +28%
NGA
189
Naples Global Advisors
Florida
$633K +$413K +8,175 +188%
BL
190
Balentine LLC
Georgia
$630K +$630K +12,466 New
PEA
191
Pacific Edge Advisors
California
$606K +$101K +2,000 +20%
CFC
192
Coyle Financial Counsel
Illinois
$590K +$99.5K +1,968 +20%
PG
193
Proffitt & Goodson
Tennessee
$585K -$228K -4,509 -28%
WIC
194
Whitegate Investment Counselors
New Hampshire
$581K
PSUF
195
People's United Financial
Connecticut
$567K
SWP
196
Stratos Wealth Partners
Ohio
$555K -$1.07M -21,240 -66%
BAM
197
Belpointe Asset Management
Nevada
$542K +$71.2K +1,410 +15%
CHP
198
Cable Hill Partners
Oregon
$541K +$1.06K +21 +0.2%
SEP
199
Southland Equity Partners
Missouri
$522K +$522K +10,324 New
BWM
200
Benchmark Wealth Management
Connecticut
$500K