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iShares安硕·SHORT DURATION BOND ACTIVE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

iShares安硕·SHORT DURATION BOND ACTIVE ETF

ISHARES SHORT DURATION BOND ACTIVE ETFNEAR
持有机构数
406
机构合计市值 (Q2 2026)
$30.50亿
机构合计股数 (Q2 2026)
6,022.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,118.4万股
226 · 50 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-287.6万股
157 · 32 清仓 · ≈
⚖️ 净额
+830.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$30.50亿
持有机构数
406
新买入
50
加仓
176
减仓
125
清仓
32
持股不变
55
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
富达投资FMR LLC
0.01%<0.01%#290$2.85亿562.0万股$4,998.9万98.3万股+463.6万股+471.48%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#301$1.96亿387.1万股$1.74亿339.7万股+47.5万股+13.98%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#298$1.68亿331.7万股$1.56亿305.9万股+25.8万股+8.43%加仓
Clearwater Capital Advisors, LLC
12.06%12.79%#2$1.65亿325.0万股$1.58亿311.8万股+13.2万股+4.23%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.03%#253$1.47亿290.1万股$1.41亿276.4万股+13.7万股+4.95%加仓
LPL金融LPL Financial LLC
0.03%0.04%#237$1.37亿270.1万股$1.40亿274.5万股-4.4万股-1.62%减仓
瑞银集团UBS Group AG
0.02%0.02%#274$1.33亿262.3万股$1.28亿251.0万股+11.3万股+4.50%加仓
Bramshill Investments, LLC
10.1%10.5%#4$1.32亿260.5万股$1.22亿239.7万股+20.9万股+8.70%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#369$1.20亿237.4万股$1.15亿226.0万股+11.4万股+5.06%加仓
Cetera投资顾问Cetera Investment Advisers
0.07%0.08%#181$8,067.0万159.2万股$7,185.6万141.4万股+17.9万股+12.65%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#272$6,327.1万124.9万股$6,355.3万125.0万股-1,255股-0.10%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#293$5,992.0万118.2万股$5,571.4万109.5万股+8.7万股+7.94%加仓
Americana 合伙人Americana Partners, LLC
1.35%1.5%#29$5,989.0万118.2万股$5,776.8万113.6万股+4.6万股+4.03%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.01%#252$4,533.4万89.5万股$1,001.7万19.7万股+69.8万股+354.11%加仓
Cambridge Investment Research Advisors, Inc.
0.1%0.14%#150$4,383.9万86.5万股$5,424.5万106.7万股-20.2万股-18.91%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#327$4,231.9万83.5万股$3,675.9万72.3万股+11.2万股+15.53%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#320$3,285.2万64.8万股$3,201.8万63.0万股+1.9万股+2.96%加仓
Syntegra Private Wealth Group, LLC
2.53%0.93%#12$3,267.1万64.5万股$983.4万19.3万股+45.1万股+233.37%加仓
NewEdge顾问NewEdge Advisors, LLC
0.09%0.17%#162$3,034.5万59.9万股$4,648.4万91.4万股-31.5万股-34.49%减仓
Weil Company, Inc.
5.21%#7$2,956.8万58.4万股$00股+58.4万股新买入
PEAPACK GLADSTONE FINANCIAL CORP
0.31%0.27%#89$2,703.0万53.4万股$2,120.3万41.7万股+11.6万股+27.91%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.04%#234$2,657.2万52.4万股$2,870.9万56.5万股-4.0万股-7.13%减仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#259$2,567.8万50.7万股$2,696.4万53.0万股-2.4万股-4.44%减仓
UNITED SERVICES AUTOMOBILE ASSOCIATION
2%2.93%#16$2,484.4万49.0万股$2,492.9万49.0万股00.00%持仓不变
Alexander Randolph Advisory, Inc.
19.96%20.23%#1$2,423.9万47.8万股$2,346.2万46.2万股+1.7万股+3.67%加仓
哥谭资产管理Gotham Asset Management, LLC
0.05%0.06%#209$2,204.9万43.5万股$2,019.5万39.7万股+3.8万股+9.56%加仓
Integrated Investment Consultants, LLC
4.14%4.79%#8$2,171.7万43.9万股$2,258.8万44.4万股-5,289股-1.19%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.02%#246$2,110.2万41.7万股$1,483.8万29.2万股+12.5万股+42.71%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.1%0.01%#153$1,970.0万38.9万股$135.0万2.7万股+36.2万股+1,364.67%加仓
DONALDSON 资本管理DONALDSON CAPITAL MANAGEMENT, LLC
0.55%0.68%#60$1,938.9万38.3万股$2,095.1万41.2万股-2.9万股-7.13%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.3%0.5%#91$1,891.8万37.3万股$1,565.3万30.8万股+6.6万股+21.28%加仓
KWMG, LLC
1.23%1.35%#32$1,697.1万33.5万股$1,612.1万31.7万股+1.8万股+5.63%加仓
奥本海默公司OPPENHEIMER & CO INC
0.17%0.17%#124$1,585.4万31.3万股$1,371.7万27.0万股+4.3万股+15.98%加仓
WBH ADVISORY INC
1.01%0.95%#38$1,500.9万29.6万股$1,268.4万25.0万股+4.6万股+18.33%加仓
Waverly顾问Waverly Advisors, LLC
0.09%0.11%#171$1,488.8万29.4万股$1,519.0万29.9万股-4,926股-1.65%减仓
Proficio 资本合伙人Proficio Capital Partners LLC
0.53%0.68%#63$1,476.0万29.1万股$1,263.7万24.9万股+4.3万股+17.20%加仓
瑞士联合私人银行Union Bancaire Privee, UBP SA
0.21%0.2%#110$1,458.2万28.8万股$1,453.9万28.7万股+1,041股+0.36%加仓
SECURIAN 资产管理SECURIAN ASSET MANAGEMENT, INC
0.51%0.57%#66$1,433.7万28.4万股$1,441.8万28.4万股00.00%持仓不变
Timmons Wealth Management, LLC
10.3%10.02%#3$1,408.7万27.8万股$1,057.8万20.8万股+7.0万股+33.64%加仓
Kraft, Davis & Associates, LLC
2.73%2.79%#10$1,307.3万25.9万股$1,311.2万25.8万股+1,180股+0.46%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.11%0.13%#143$1,297.8万25.6万股$1,193.7万23.5万股+2.1万股+9.10%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#291$1,193.4万23.6万股$1,179.7万23.2万股+3,503股+1.51%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.02%#270$1,135.3万22.4万股$1,210.6万23.8万股-1.4万股-5.89%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.2%0.03%#115$1,092.0万21.6万股$30.3万6,155股+20.9万股+3,402.14%加仓
VALLEY NATIONAL ADVISERS INC
1.12%1.24%#36$1,005.9万19.9万股$958.7万18.9万股+9,943股+5.27%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.08%0.08%#174$978.9万19.3万股$799.7万15.7万股+3.6万股+22.84%加仓
McAdam, LLC
0.37%#80$955.9万18.9万股$00股+18.9万股新买入
JACOBSON & SCHMITT ADVISORS, LLC
1.54%1.71%#27$944.4万18.6万股$943.6万18.6万股+792股+0.43%加仓
Kingsview Wealth Management, LLC
0.17%0.13%#127$939.2万18.5万股$939.2万18.5万股00.00%持仓不变
Private Advisor集团Private Advisor Group, LLC
0.04%0.06%#218$926.4万18.3万股$1,351.6万26.6万股-8.3万股-31.22%减仓

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