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iShares Ultra Short Duration Bond Active ETF

303 hedge funds and large institutions have $2.72B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 33 closing their positions.

Holders
303
Holders Change
+32
Holders Change %
+11.81%
% of All Funds
5.38%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.67%
New
71
Increased
102
Reduced
98
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$432M 8,545,333 +591,070 +7%
SW
2
SVB Wealth
Massachusetts
$285M 5,633,188 +919,209 +19%
Bank of America
3
Bank of America
North Carolina
$261M 5,163,676 +131,042 +3%
RJA
4
Raymond James & Associates
Florida
$131M 2,592,398 +1,137,118 +78%
BlackRock
5
BlackRock
New York
$110M 2,182,875 +995,802 +84%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$90.2M 1,785,591 +542,181 +44%
UBS Group
7
UBS Group
Switzerland
$85.4M 1,690,470 +83,384 +5%
SAM
8
SP Asset Management
California
$73.1M 1,446,971 +308,781 +27%
PCFFS
9
Pacific Center for Financial Services
California
$45.3M 895,692 -5,226 -0.6%
MCM
10
MV Capital Management
Maryland
$41.7M 825,255 -17,392 -2%
BWM
11
Baystate Wealth Management
Massachusetts
$41.6M 822,717 -419,746 -34%
PWAC
12
Private Wealth Advisors (California)
California
$38.7M 765,692 +456,326 +148%
LPL Financial
13
LPL Financial
California
$37.4M 739,793 +44,329 +6%
CCA
14
Clearwater Capital Advisors
Illinois
$35.5M 701,791 +701,791 New
WAG
15
Winthrop Advisory Group
Massachusetts
$33.3M 659,354 -486 -0.1%
MMA
16
Miracle Mile Advisors
California
$32.5M 643,643 -151,330 -19%
BWL
17
Bogart Wealth LLC
Virginia
$31.8M 630,145 -200,878 -24%
AA
18
Acorns Advisers
California
$30.6M 605,131 -24,895 -4%
HWA
19
Heritage Wealth Advisors
Virginia
$30.1M 595,047 -112,329 -16%
SHGA
20
Sand Hill Global Advisors
California
$28.5M 564,673 +16,139 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$28.4M 562,346 +35,988 +7%
NEPWA
22
New England Private Wealth Advisors
Massachusetts
$20.4M 403,536 -616 -0.2%
AP
23
Agilis Partners
Massachusetts
$18.7M 369,566
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.3M 362,347 +89,609 +33%
HTC
25
Haverford Trust Company
Pennsylvania
$15.9M 313,729 +32,160 +11%