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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 %
TPWA
201
TRUE Private Wealth Advisors
Oregon
$803K -$305K -6,037 -28%
CA
202
Cetera Advisors
Colorado
$798K +$121K +2,398 +18%
ST
203
Spinnaker Trust
Maine
$734K -$701K -13,880 -49%
NGA
204
Naples Global Advisors
Florida
$722K -$55.6K -1,100 -7%
MW
205
Marcum Wealth
Ohio
$713K +$55.9K +1,106 +9%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$711K -$132K -2,612 -16%
CAM
207
Cresset Asset Management
Illinois
$706K -$399K -7,905 -36%
LG
208
LaFleur & Godfrey
Michigan
$689K -$606K -11,985 -47%
SEP
209
Southland Equity Partners
Missouri
$661K +$59K +1,167 +10%
RRA
210
Round Rock Advisors
Connecticut
$658K
BCA
211
Biltmore Capital Advisors
New Jersey
$645K +$111K +2,192 +21%
WANY
212
Wealthspire Advisors (New York)
New York
$645K +$645K +12,770 New
Baird Financial Group
213
Baird Financial Group
Wisconsin
$644K -$160K -3,167 -20%
KF
214
Krilogy Financial
Missouri
$639K +$151 +3 +0%
GG
215
Gofen & Glossberg
Illinois
$637K +$404K +8,000 +174%
TWM
216
Tradition Wealth Management
Minnesota
$636K -$2.84M -56,173 -82%
ACM
217
Advisors Capital Management
New Jersey
$629K -$220K -4,348 -26%
ECM
218
Exchange Capital Management
Michigan
$606K -$74.5K -1,475 -11%
GSIS
219
Global Strategic Investment Solutions
Arizona
$606K +$657 +13 +0.1%
SWM
220
Spire Wealth Management
Virginia
$596K -$92.9K -1,838 -13%
IA
221
IFP Advisors
Florida
$590K -$134K -2,653 -19%
US Bancorp
222
US Bancorp
Minnesota
$585K +$222K +4,400 +61%
BL
223
Balentine LLC
Georgia
$560K
CHP
224
Cable Hill Partners
Oregon
$548K +$6.87K +136 +1%
PG
225
Proffitt & Goodson
Tennessee
$547K -$20.7K -410 -4%