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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 %
RBC
176
Roble Belko & Company
Pennsylvania
$1.18M +$1.12M +22,167 +1,847%
CCM
177
Condor Capital Management
New Jersey
$1.16M +$131K +2,601 +13%
HWM
178
Howard Wealth Management
Connecticut
$1.1M -$4.95K -98 -0.4%
Jane Street
179
Jane Street
New York
$1.1M +$300K +5,938 +37%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$1.09M
AF
181
Advisornet Financial
Minnesota
$1.04M -$817K -16,177 -44%
JWA
182
JFS Wealth Advisors
Pennsylvania
$1.02M +$1.01M +19,897 +9,612%
IGGA
183
Iron Gate Global Advisors
Utah
$1.02M +$573K +11,343 +129%
FEG
184
Financial Enhancement Group
Indiana
$1.01M +$1.01M +20,000 New
AWM
185
AE Wealth Management
Kansas
$987K -$210K -4,165 -18%
CWC
186
Carolinas Wealth Consulting
North Carolina
$983K +$771K +15,264 +363%
WP
187
WealthSource Partners
California
$952K +$26.1K +516 +3%
BCA
188
Bay Colony Advisors
Massachusetts
$943K -$451K -8,923 -32%
MWM
189
Mattern Wealth Management
Kansas
$909K +$510K +10,100 +128%
PWM
190
Perigon Wealth Management
California
$896K +$67.5K +1,336 +8%
JWCA
191
J.W. Cole Advisors
Florida
$894K -$23.6K -468 -3%
KFGK
192
Keystone Financial Group (Kentucky)
Kentucky
$874K -$84.5K -1,672 -9%
VAS
193
Valicenti Advisory Services
New York
$874K +$116K +2,288 +15%
AP
194
Agilis Partners
Massachusetts
$859K -$15.9M -314,935 -95%
MA
195
Mutual Advisors
Nebraska
$851K -$140K -2,774 -14%
CA
196
Corrado Advisors
New Jersey
$843K -$795K -15,750 -49%
NL
197
NWAM LLC
Washington
$841K -$73.5K -1,455 -8%
GAM
198
Gould Asset Management
California
$832K +$325K +6,439 +64%
BPA
199
Beacon Pointe Advisors
California
$823K +$343K +6,795 +72%
TSS
200
Two Sigma Securities
New York
$822K +$822K +16,263 New