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iShares Ultra Short Duration Bond Active ETF

75 hedge funds and large institutions have $417M invested in iShares Ultra Short Duration Bond Active ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+26
Holders Change %
+53.06%
% of All Funds
1.67%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
33
Increased
25
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46.9M +$38M +758,928 +429%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$39M +$39M +779,558 New
SHGA
3
Sand Hill Global Advisors
California
$35.7M -$21.2M -422,946 -37%
GA
4
Gateway Advisory
New Jersey
$33.6M +$4.52M +90,236 +16%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$23.6M +$8.25M +164,765 +54%
WAG
6
Winthrop Advisory Group
Massachusetts
$22M +$17M +340,266 +344%
MML Investors Services
7
MML Investors Services
Massachusetts
$21.9M +$21.3M +424,614 +3,293%
PCFFS
8
Pacific Center for Financial Services
California
$21.8M +$3.77M +75,357 +21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$17.4M +$7.7M +153,675 +79%
BA
10
Boston Advisors
Massachusetts
$14.9M +$10.5M +209,735 +237%
LPL Financial
11
LPL Financial
California
$14.9M +$11.8M +236,108 +383%
TYCC
12
Texas Yale Capital Corp
Florida
$11.7M +$1.95M +39,031 +20%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.8M +$3.55M +70,957 +49%
PFP
14
Pinnacle Financial Partners
Tennessee
$9.43M +$9.43M +188,265 New
EIA
15
Edgemoor Investment Advisors
Maryland
$9.26M +$1.81M +36,170 +24%
CCM
16
Covington Capital Management
California
$6.97M +$5.51M +109,950 +376%
PAG
17
Private Advisor Group
New Jersey
$6.05M +$5.31M +105,982 +714%
RJA
18
Raymond James & Associates
Florida
$4.9M +$4.9M +97,867 New
TA
19
TCG Advisors
Texas
$4.2M +$4.2M +83,849 New
Wolverine Trading
20
Wolverine Trading
Illinois
$4.02M -$514K -10,272 -11%
FA
21
Fortis Advisors
Pennsylvania
$3.99M +$2.64M +52,680 +195%
SIAS
22
Shine Investment Advisory Services
Colorado
$3.53M +$3.53M +70,498 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.33M -$691K -13,791 -17%
HCIA
24
Hochman Cole Investment Advisors
Illinois
$3.25M +$3.25M +64,911 New
CWM
25
Connecticut Wealth Management
Connecticut
$3.2M +$809K +16,147 +34%