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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 %
HI
176
Harbour Investments
Wisconsin
$1.63M +$17.3K +344 +1%
IFS
177
Ifrah Financial Services
Arkansas
$1.62M +$54.8K +1,089 +3%
RWIA
178
Roger Wittlin Investment Advisory
California
$1.61M -$1.42M -28,211 -47%
KWM
179
Kingsview Wealth Management
Oregon
$1.58M -$470K -9,351 -23%
MA
180
Mutual Advisors
Nebraska
$1.53M -$92.5K -1,838 -6%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$1.52M +$741K +14,745 +96%
PWA
182
Peterson Wealth Advisors
Utah
$1.51M -$9.77K -195 -0.6%
FCH
183
Freestone Capital Holdings
Washington
$1.5M -$350K -6,966 -19%
Financial Engines Advisors
184
Financial Engines Advisors
California
$1.47M +$1.47M +29,184 New
BOH
185
Bank of Hawaii
Hawaii
$1.46M +$138K +2,741 +10%
CFS
186
Cannon Financial Strategists
Georgia
$1.46M -$86K -1,710 -6%
GA
187
Gateway Advisory
New Jersey
$1.44M -$465K -9,249 -24%
HCP
188
Hexagon Capital Partners
Arkansas
$1.34M +$18.6K +370 +1%
TFGT
189
TS Financial Group (TSFG)
Illinois
$1.32M -$39.1K -778 -3%
BCA
190
Bray Capital Advisors
Florida
$1.3M -$132K -2,620 -9%
BWS
191
BCR Wealth Strategies
Alabama
$1.29M -$218K -4,329 -14%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$1.26M -$133K -2,648 -10%
IIA
193
Integral Investment Advisors
California
$1.25M +$605K +12,030 +94%
LFA
194
LGT Financial Advisors
Texas
$1.24M +$1.24M +24,692 New
Lido Advisors
195
Lido Advisors
California
$1.23M -$2.81M -55,912 -69%
AFP
196
Alpha Financial Partners
Kentucky
$1.23M -$110K -2,183 -8%
WT
197
Whittier Trust
California
$1.22M
KAS
198
Kestra Advisory Services
Texas
$1.21M -$151K -2,996 -11%
CCM
199
Condor Capital Management
New Jersey
$1.21M +$58.4K +1,162 +5%
WFA
200
Wells Financial Advisors
Massachusetts
$1.16M -$3.3M -65,580 -74%