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iShares Ultra Short Duration Bond Active ETF

102 hedge funds and large institutions have $609M invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+27
Holders Change %
+36%
% of All Funds
2.21%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
39
Increased
30
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SHGA
1
Sand Hill Global Advisors
California
$74.3M +$38.4M +762,882 +107%
Bank of America
2
Bank of America
North Carolina
$57.6M +$10.5M +209,126 +22%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$41.9M +$2.68M +53,291 +7%
CA
4
Capital Advantage
California
$38.6M +$38.6M +767,403 New
GA
5
Gateway Advisory
New Jersey
$33.3M -$484K -9,616 -1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$31.8M +$31.8M +631,287 New
WAG
7
Winthrop Advisory Group
Massachusetts
$30.8M +$8.72M +173,794 +40%
TYCC
8
Texas Yale Capital Corp
Florida
$24.4M +$12.6M +250,430 +107%
PCFFS
9
Pacific Center for Financial Services
California
$23.3M +$1.43M +28,474 +7%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$23.1M -$553K -10,994 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$18.6M +$1.12M +22,249 +6%
MCM
12
MV Capital Management
Maryland
$15.3M +$14.5M +288,181 +1,824%
SFS
13
Searcy Financial Services
Kansas
$15.1M +$15.1M +300,791 New
BA
14
Boston Advisors
Massachusetts
$13.6M -$1.45M -28,797 -10%
MML Investors Services
15
MML Investors Services
Massachusetts
$11.7M -$10.3M -204,463 -47%
EIA
16
Edgemoor Investment Advisors
Maryland
$11.5M +$2.17M +43,153 +23%
BlackRock
17
BlackRock
New York
$9.71M +$9.71M +193,123 New
HighTower Advisors
18
HighTower Advisors
Illinois
$9.53M -$1.28M -25,552 -12%
PAG
19
Private Advisor Group
New Jersey
$8.26M +$2.19M +43,461 +36%
Jane Street
20
Jane Street
New York
$6.98M +$6.98M +138,693 New
CCM
21
Covington Capital Management
California
$6.92M -$85.5K -1,700 -1%
LPL Financial
22
LPL Financial
California
$5.83M -$9.15M -181,896 -61%
FA
23
Fortis Advisors
Pennsylvania
$5.51M +$1.5M +29,852 +37%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.28M +$1.94M +38,539 +58%
RJA
25
Raymond James & Associates
Florida
$5.07M +$145K +2,891 +3%