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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 %
OCPWS
201
One Charles Private Wealth Services
Massachusetts
$495K +$495K +9,809 New
IWS
202
Insight Wealth Strategies
California
$460K +$460K +9,103 New
CMP
203
Courage Miller Partners
Virginia
$450K +$450K +8,900 New
RCAG
204
Rehmann Capital Advisory Group
Michigan
$450K -$596K -11,801 -57%
WC
205
Whitney & Co
New York
$444K -$276K -5,447 -38%
FM
206
Family Management
New York
$399K -$251K -4,966 -39%
DAS
207
Dynamic Advisor Solutions
Arizona
$391K +$48.7K +964 +14%
SAM
208
Summit Asset Management
Tennessee
$389K -$106K -2,100 -21%
KFP
209
KMG Fiduciary Partners
Ohio
$382K +$382K +7,558 New
SPIA
210
Steward Partners Investment Advisory
New York
$364K
EPA
211
Element Pointe Advisors
Florida
$362K -$28.8K -571 -7%
RWA
212
Redhawk Wealth Advisors
Minnesota
$358K -$666K -13,166 -65%
PCA
213
Personal Capital Advisors
California
$357K +$144K +2,852 +68%
CAL
214
Capital Advisors Ltd
Ohio
$335K +$285K +5,630 +567%
BCA
215
Biltmore Capital Advisors
New Jersey
$335K +$335K +6,639 New
WLIM
216
White Lighthouse Investment Management
Massachusetts
$328K
KA
217
Kovack Advisors
Florida
$325K +$325K +6,430 New
TC
218
Telemus Capital
Michigan
$304K +$27.8K +550 +10%
RF
219
RHS Financial
California
$302K +$302K +5,982 New
IA
220
Insight Advisors
Pennsylvania
$301K +$301K +5,950 New
W
221
WealthStone
Ohio
$300K
FTUS
222
Flow Traders U.S.
New York
$297K +$297K +5,878 New
AP
223
Americana Partners
Texas
$294K -$316K -6,265 -52%
GG
224
Gofen & Glossberg
Illinois
$292K -$152K -3,010 -34%
BRWA
225
B. Riley Wealth Advisors
Florida
$291K -$2.68M -52,778 -90%