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iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $3.6B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 149 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-14
Holders Change %
-3.27%
% of All Funds
6%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.42%
New
34
Increased
149
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
201
TAGStone Capital
North Carolina
$1.02M +$259K +5,123 +34%
SWM
202
StoneCrest Wealth Management
Arizona
$1.02M +$88.8K +1,756 +10%
BA
203
Bristlecone Advisors
Washington
$1.01M +$93.5K +1,849 +10%
HT
204
Heritage Trust
Oklahoma
$1M
IA
205
IFP Advisors
Florida
$995K -$1.23M -24,278 -55%
SCA
206
Sandy Cove Advisors
Massachusetts
$982K -$15.6K -309 -2%
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$973K +$264K +5,213 +37%
TFGT
208
TS Financial Group (TSFG)
Illinois
$962K -$107K -2,120 -10%
MWM
209
Mascoma Wealth Management
New Hampshire
$956K -$743K -14,693 -44%
WFA
210
Wells Financial Advisors
Massachusetts
$934K -$119K -2,345 -11%
CCWA
211
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$917K +$17.9K +355 +2%
WAM
212
WNY Asset Management
New York
$890K +$25.9K +512 +3%
BCM
213
Boltwood Capital Management
California
$890K
WMG
214
WESCAP Management Group
California
$883K -$40.1K -794 -4%
WANY
215
Wealthspire Advisors (New York)
New York
$872K +$23.9K +473 +3%
CFG
216
Clayton Financial Group
Missouri
$871K -$425K -8,407 -33%
OIA
217
OneDigital Investment Advisors
Kansas
$836K -$20.9K -413 -2%
FHA
218
Flagship Harbor Advisors
Massachusetts
$833K +$833K +16,471 New
TC
219
TownSquare Capital
Utah
$826K +$43.5K +860 +6%
SRC
220
Shufro Rose & Co
New York
$820K +$390K +7,706 +91%
SFG
221
SevenBridge Financial Group
Pennsylvania
$807K +$152K +3,015 +23%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$801K +$177K +3,504 +28%
CAC
223
Certified Advisory Corp
Florida
$795K +$118K +2,332 +17%
WCP
224
Wick Capital Partners
Pennsylvania
$794K +$20K +395 +3%
MCA
225
Maryland Capital Advisors
Maryland
$793K