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iShares Ultra Short Duration Bond Active ETF

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.75%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCC
176
Money Concepts Capital
Florida
$1.75M +$1.51M +20,376 +627%
MTWM
177
Masso Torrence Wealth Management
New Jersey
$1.68M -$351K -6,989 -17%
JPMorgan Chase & Co
178
JPMorgan Chase & Co
New York
$1.68M -$2.64M -52,507 -61%
SCP
179
Syntal Capital Partners
Texas
$1.64M +$42.7K +850 +3%
MA
180
Mutual Advisors
Nebraska
$1.62M -$37.7K -751 -2%
HI
181
Harbour Investments
Wisconsin
$1.61M +$170K +3,389 +12%
PWA
182
Physician Wealth Advisors
Utah
$1.61M -$19.2K -383 -1%
DAM
183
Derbend Asset Management
Georgia
$1.59M -$64.2K -1,277 -4%
IFS
184
Ifrah Financial Services
Arkansas
$1.57M -$55K -1,095 -3%
WAM
185
Warberg Asset Management
Illinois
$1.54M +$1.54M +30,744 New
CFS
186
Cannon Financial Strategists
Georgia
$1.54M -$3.83M -76,205 -71%
PWA
187
Peterson Wealth Advisors
Utah
$1.52M +$161K +3,198 +12%
BWS
188
BCR Wealth Strategies
Alabama
$1.51M +$447K +8,905 +42%
BCA
189
Bray Capital Advisors
Florida
$1.43M -$73.6K -1,465 -5%
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$1.39M +$1.13M +22,463 +429%
KAS
191
Kestra Advisory Services
Texas
$1.36M -$949K -18,889 -41%
TFGT
192
TS Financial Group (TSFG)
Illinois
$1.35M
WI
193
WBI Investments
New Jersey
$1.34M -$193K -3,838 -13%
AFP
194
Alpha Financial Partners
Kentucky
$1.34M -$1.36K -27 -0.1%
HCP
195
Hexagon Capital Partners
Arkansas
$1.32M +$121K +2,400 +10%
BOH
196
Bank of Hawaii
Hawaii
$1.32M +$9.45K +188 +0.7%
PWM
197
Perigon Wealth Management
California
$1.3M +$112K +2,230 +9%
PMA
198
Prudent Man Advisors
Illinois
$1.29M -$101K -2,000 -7%
CWM
199
Connecticut Wealth Management
Connecticut
$1.28M -$33.4K -664 -3%
SCA
200
Sandy Cove Advisors
Massachusetts
$1.27M +$35.4K +705 +3%