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iShares Ultra Short Duration Bond Active ETF

124 hedge funds and large institutions have $1.02B invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.72%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
23
Increased
50
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$137M 2,713,281 +2,713,280 +271,328,000%
SHGA
2
Sand Hill Global Advisors
California
$133M 2,632,158 +952,089 +57%
Bank of America
3
Bank of America
North Carolina
$91.3M 1,811,004 +47,758 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$55M 1,091,889 +447,671 +69%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$48.1M 954,798 +86,575 +10%
CA
6
Capital Advantage
California
$36.9M 732,690 +732,690 New
WAG
7
Winthrop Advisory Group
Massachusetts
$35.9M 713,372 +76,519 +12%
GA
8
Gateway Advisory
New Jersey
$35M 694,110 +10,720 +2%
BlackRock
9
BlackRock
New York
$28.3M 562,198 -30,000 -5%
PCFFS
10
Pacific Center for Financial Services
California
$26.7M 530,652 +28,497 +6%
OIM
11
Opus Investment Management
Massachusetts
$25.2M 500,000 +500,000 New
AA
12
Acorns Advisers
California
$23.9M 473,732 +473,732 New
BA
13
Boston Advisors
Massachusetts
$22.9M 455,235 +11,377 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$18.3M 363,154 +240,448 +196%
MCM
15
MV Capital Management
Maryland
$16.9M 335,416 +48,355 +17%
SFS
16
Searcy Financial Services
Kansas
$15.5M 307,014 +4,392 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$13.6M 269,421 -11,163 -4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$12.7M 251,493 -8,952 -3%
PCIA
19
Prime Capital Investment Advisors
Kansas
$12.3M 243,975 +232,072 +1,950%
TYCC
20
Texas Yale Capital Corp
Florida
$12.2M 241,542 +8,487 +4%
PAG
21
Private Advisor Group
New Jersey
$11.9M 236,009 +10,710 +5%
EIA
22
Edgemoor Investment Advisors
Maryland
$10.9M 216,537 +3,040 +1%
LPL Financial
23
LPL Financial
California
$10.8M 213,952 -104,362 -33%
RCS
24
Retirement Capital Strategies
California
$9.51M 188,722 +106,303 +129%
RJA
25
Raymond James & Associates
Florida
$9.11M 180,756 -76,612 -30%