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iShares Ultra Short Duration Bond Active ETF

115 hedge funds and large institutions have $666M invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
2.5%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
27
Increased
44
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$88.9M 1,763,246 +618,290 +54%
SHGA
2
Sand Hill Global Advisors
California
$84.7M 1,680,069 +203,934 +14%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$43.8M 868,223 +35,374 +4%
GA
4
Gateway Advisory
New Jersey
$34.4M 683,390 +21,448 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$32.5M 644,218 +12,931 +2%
WAG
6
Winthrop Advisory Group
Massachusetts
$32M 636,853 +23,985 +4%
BlackRock
7
BlackRock
New York
$29.8M 592,198 +399,075 +207%
PCFFS
8
Pacific Center for Financial Services
California
$25.3M 502,155 +38,225 +8%
BA
9
Boston Advisors
Massachusetts
$22.4M 443,858 +174,297 +65%
LPL Financial
10
LPL Financial
California
$16M 318,314 +202,494 +175%
SFS
11
Searcy Financial Services
Kansas
$15.2M 302,622 +1,831 +0.6%
MCM
12
MV Capital Management
Maryland
$14.5M 287,061 -16,923 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$14.1M 280,584 -88,883 -24%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$13.1M 260,445 -199,046 -43%
RJA
15
Raymond James & Associates
Florida
$13M 257,368 +156,610 +155%
TYCC
16
Texas Yale Capital Corp
Florida
$11.7M 233,055 -251,675 -52%
PAG
17
Private Advisor Group
New Jersey
$11.4M 225,299 +61,007 +37%
EIA
18
Edgemoor Investment Advisors
Maryland
$10.8M 213,497 -14,476 -6%
HighTower Advisors
19
HighTower Advisors
Illinois
$8.47M 168,310 -21,119 -11%
PPW
20
Pasadena Private Wealth
California
$8.43M 167,297 +167,297 New
CCM
21
Covington Capital Management
California
$7.14M 141,725 +4,250 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.86M 136,173 +115,320 +553%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.18M 122,706 +17,697 +17%
FA
24
Fortis Advisors
Pennsylvania
$5.8M 115,141 +5,538 +5%
RWA
25
Redhawk Wealth Advisors
Minnesota
$5.4M 107,110 +22,403 +26%