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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 %
ACP
201
Aveo Capital Partners
Colorado
$1.13M -$1.91K -38 -0.2%
CAL
202
Capital Advisors Ltd
Ohio
$1.13M +$1.41K +28 +0.1%
LCGC
203
Legacy Capital Group California
California
$1.12M +$25.5K +507 +2%
CCWA
204
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M +$200K +3,985 +22%
TA
205
TFB Advisors
Kansas
$1.11M +$75.3K +1,498 +7%
MMA
206
Miracle Mile Advisors
California
$1.11M +$2.72K +54 +0.2%
EWA
207
EP Wealth Advisors
California
$1.09M +$898K +65,985 +467%
GGS
208
Galvin Gaustad & Stein
Arizona
$1.09M +$467K +9,288 +75%
MFG
209
Merit Financial Group
Georgia
$1.07M +$535K +10,639 +100%
MCA
210
Maryland Capital Advisors
Maryland
$1.05M
TCM
211
Tradewinds Capital Management
Washington
$1.03M +$11.2K +222 +1%
SB
212
Strategic Blueprint
Georgia
$1.03M -$30.5K -607 -3%
CFS
213
CGC Financial Services
Oregon
$1.02M +$1.02M +20,373 New
PWA
214
Physician Wealth Advisors
Utah
$1.02M -$578K -11,541 -36%
CCB
215
Country Club Bank
Missouri
$1.02M -$159K -3,172 -13%
HT
216
Heritage Trust
Oklahoma
$998K
MWM
217
Mattern Wealth Management
Kansas
$975K -$1.46K -29 -0.1%
VA
218
Valmark Advisers
Ohio
$974K
IA
219
IFP Advisors
Florida
$964K -$112K -2,222 -10%
ASN
220
Advisory Services Network
Georgia
$963K -$2.57M -51,060 -73%
BA
221
Bristlecone Advisors
Washington
$936K -$8.75K -174 -0.9%
BCM
222
Boltwood Capital Management
California
$920K -$60.4K -1,200 -6%
RA
223
RFG Advisory
Alabama
$920K +$181K +3,600 +25%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$914K -$72.2K -1,435 -7%
Wealthfront Advisers
225
Wealthfront Advisers
California
$873K +$873K +17,349 New