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iShares Ultra Short Duration Bond Active ETF

334 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 131 reducing their positions, and 29 closing their positions.

Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.87%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.47%
New
34
Increased
124
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$653M 12,936,879 +3,558,005 +38%
SW
2
SVB Wealth
Massachusetts
$400M 7,929,655 -182,975 -2%
Bank of America
3
Bank of America
North Carolina
$296M 5,856,021 +860,239 +17%
RJA
4
Raymond James & Associates
Florida
$213M 4,224,948 +770,049 +22%
UBS Group
5
UBS Group
Switzerland
$128M 2,533,578 +284,679 +13%
BlackRock
6
BlackRock
New York
$96.2M 1,904,058 +115,553 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$91.1M 1,804,040 +13,823 +0.8%
SAM
8
SP Asset Management
California
$61.6M 1,221,374 -276,658 -18%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$48.4M 957,836 +94,548 +11%
LPL Financial
10
LPL Financial
California
$35.9M 711,647 -30,833 -4%
WAG
11
Winthrop Advisory Group
Massachusetts
$35.1M 695,635 -5,748 -0.8%
AA
12
Acorns Advisers
California
$33.4M 660,672 +22,966 +4%
BWM
13
Baystate Wealth Management
Massachusetts
$32.3M 639,091 +5,463 +0.9%
RBC
14
Roble Belko & Company
Pennsylvania
$32.2M 637,079 +613,712 +2,626%
MCM
15
MV Capital Management
Maryland
$28.1M 555,415 +20,314 +4%
BFPW
16
BOK Financial Private Wealth
Colorado
$27.2M 539,411 +18,033 +3%
BF
17
BOK Financial
Oklahoma
$26.1M 516,682 +516,682 New
HTC
18
Haverford Trust Company
Pennsylvania
$25.6M 506,150 +44,891 +10%
SLF
19
Sun Life Financial
Ontario, Canada
$24.9M 493,000 -3,959,000 -89%
DWM
20
Doyle Wealth Management
Florida
$23.6M 466,756 +76,001 +19%
Osaic Holdings
21
Osaic Holdings
Arizona
$21.5M 424,821 +226,297 +114%
SHGA
22
Sand Hill Global Advisors
California
$21.3M 422,662 -35,720 -8%
DCM
23
Donaldson Capital Management
Indiana
$21.2M 419,446 +74,645 +22%
BIA
24
Bell Investment Advisors
California
$19.5M 386,899 +386,899 New
Stifel Financial
25
Stifel Financial
Missouri
$18.5M 365,332 +25,442 +7%