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iShares Ultra Short Duration Bond Active ETF

411 hedge funds and large institutions have $4.55B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 178 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.55%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
41
Increased
135
Reduced
178
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
201
Capital Advisors Ltd
Ohio
$1.12M -$18.4K -365 -2%
CCWA
202
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M
AWS
203
Atria Wealth Solutions
New York
$1.11M -$1.02M -20,170 -48%
WANY
204
Wealthspire Advisors (New York)
New York
$1.11M -$535K -10,618 -33%
PMA
205
Prudent Man Advisors
Illinois
$1.11M +$826K +16,400 +294%
LCGC
206
Legacy Capital Group California
California
$1.07M -$48.2K -956 -4%
MMA
207
Miracle Mile Advisors
California
$1.06M -$46.2K -918 -4%
SFP
208
Shepherd Financial Partners
Massachusetts
$1.06M -$892K -17,704 -46%
TCM
209
Tradewinds Capital Management
Washington
$1.05M +$13.1K +260 +1%
SB
210
Strategic Blueprint
Georgia
$1.04M +$16K +317 +2%
JIP
211
Jaffetilchin Investment Partners
Florida
$1.02M -$1.26M -25,061 -55%
IIA
212
Integral Investment Advisors
California
$1.01M -$239K -4,751 -19%
HT
213
Heritage Trust
Oklahoma
$999K
SCP
214
Syntal Capital Partners
Texas
$999K -$695K -13,801 -41%
Mariner
215
Mariner
Kansas
$981K -$8.24M -163,515 -89%
LFA
216
LGT Financial Advisors
Texas
$966K -$278K -5,519 -22%
MFG
217
Merit Financial Group
Georgia
$961K -$113K -2,237 -10%
BA
218
Bristlecone Advisors
Washington
$917K -$20.2K -400 -2%
OWA
219
Octavia Wealth Advisors
Ohio
$906K +$43.2K +858 +5%
WMG
220
WESCAP Management Group
California
$880K +$68.1K +1,352 +8%
AP
221
Atwood & Palmer
Missouri
$878K -$2.05M -40,770 -70%
Northern Trust
222
Northern Trust
Illinois
$868K +$315K +6,246 +57%
SWA
223
Strata Wealth Advisors
Texas
$845K +$845K +16,765 New
WAM
224
WNY Asset Management
New York
$842K
AC
225
AlphaCore Capital
California
$819K +$56.4K +1,120 +7%