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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 %
SS
201
Simplicity Solutions
Minnesota
$1.25M +$1.25M +24,949 New
CGL
202
Clarius Group LLC
Washington
$1.23M +$570K +11,340 +86%
RWI
203
Red Wave Investments
Pennsylvania
$1.23M -$251K -4,992 -17%
WT
204
Whittier Trust
California
$1.22M +$63.8K +1,270 +6%
SWA
205
Strata Wealth Advisors
Texas
$1.22M -$173K -3,452 -12%
CCB
206
Country Club Bank
Missouri
$1.18M -$218K -4,331 -16%
CCM
207
Condor Capital Management
New Jersey
$1.15M -$59.9K -1,193 -5%
PFO
208
Pathstone Family Office
New Jersey
$1.14M -$1.16M -23,148 -51%
ACP
209
Aveo Capital Partners
Colorado
$1.14M +$60.8K +1,209 +6%
CAL
210
Capital Advisors Ltd
Ohio
$1.13M -$99.5K -1,980 -8%
OPS
211
Orion Portfolio Solutions
Nebraska
$1.11M +$554K +11,028 +99%
BCI
212
Brinker Capital Investments
Pennsylvania
$1.11M +$573K +11,412 +107%
MMA
213
Miracle Mile Advisors
California
$1.1M -$324K -6,445 -23%
RCS
214
Retirement Capital Strategies
California
$1.1M -$3.97M -78,940 -78%
CW
215
CreativeOne Wealth
Kansas
$1.1M +$697K +13,873 +174%
LCGC
216
Legacy Capital Group California
California
$1.09M +$1.09M +21,707 New
AAS
217
Avantax Advisory Services
Texas
$1.08M +$62.5K +1,244 +6%
IA
218
IFP Advisors
Florida
$1.07M -$5.7M -113,898 -84%
JJBC
219
James J. Burns & Company
New York
$1.07M +$348K +6,917 +48%
SB
220
Strategic Blueprint
Georgia
$1.06M -$454K -9,031 -30%
QPWM
221
Quadrant Private Wealth Management
Pennsylvania
$1.06M -$38.4K -764 -4%
MCA
222
Maryland Capital Advisors
Maryland
$1.05M
AF
223
Advisornet Financial
Minnesota
$1.05M +$143K +2,840 +16%
TA
224
TFB Advisors
Kansas
$1.03M -$6.78K -135 -0.7%
TCM
225
Tradewinds Capital Management
Washington
$1.02M +$7.34K +146 +0.7%