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iShares Ultra Short Duration Bond Active ETF

458 hedge funds and large institutions have $3.34B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 162 increasing their positions, 163 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+44
Holders Change %
+10.63%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
77
Increased
162
Reduced
163
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
176
Chesley Taft & Associates
Illinois
$1.77M +$579K +11,475 +48%
WWM
177
WT Wealth Management
Arizona
$1.74M +$77.1K +1,528 +5%
VA
178
Valmark Advisers
Ohio
$1.71M +$295K +5,842 +21%
IFO
179
Intrepid Family Office
Florida
$1.64M +$1.64M +32,500 New
VCWM
180
Vista Cima Wealth Management
Arizona
$1.63M +$1.63M +32,224 New
SA
181
Sanctuary Advisors
Indiana
$1.6M +$557K +10,999 +53%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$1.58M -$1.64M -32,503 -51%
Citigroup
183
Citigroup
New York
$1.56M +$78.4K +1,555 +5%
FC
184
Fusion Capital
South Carolina
$1.56M -$3.53K -70 -0.2%
PMA
185
Prudent Man Advisors
Illinois
$1.5M
VF
186
Vista Finance
Missouri
$1.49M -$1.6M -31,774 -52%
ACP
187
Aviance Capital Partners
Florida
$1.48M +$170K +3,379 +13%
JCM
188
Jacobi Capital Management
Pennsylvania
$1.47M +$764K +15,140 +108%
GSWM
189
Greenup Street Wealth Management
Michigan
$1.47M +$164K +3,257 +13%
SWM
190
Seed Wealth Management
Illinois
$1.46M
CFS
191
Cannon Financial Strategists
Georgia
$1.45M +$13.5K +268 +0.9%
MMA
192
Miracle Mile Advisors
California
$1.44M -$299K -5,924 -17%
NA
193
NewEdge Advisors
Louisiana
$1.43M +$44.1K +874 +3%
CWA
194
Capital Wealth Alliance
Arizona
$1.41M -$577K -11,439 -29%
WP
195
WealthShield Partners
North Carolina
$1.41M -$18.3K -362 -1%
BWM
196
BCGM Wealth Management
Indiana
$1.41M +$419K +8,305 +42%
KPWS
197
Kestra Private Wealth Services
Texas
$1.4M +$20.4K +404 +1%
IA
198
IFP Advisors
Florida
$1.38M -$196K -3,880 -12%
SC
199
Scotia Capital
Ontario, Canada
$1.35M +$1.12M +22,140 +481%
CAM
200
Cresset Asset Management
Illinois
$1.34M +$1.34M +26,500 New