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iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $4.68B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+45
Holders Change %
+12.2%
% of All Funds
7%
Holding in Top 10
45
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+50%
% of All Funds
0.76%
New
82
Increased
132
Reduced
139
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DP
251
Dearborn Partners
Illinois
$803K +$803K +16,055 New
CAN
252
Claraphi Advisory Network
United States
$799K +$799K +15,969 New
NA
253
NewEdge Advisors
Louisiana
$780K -$791K -15,810 -50%
BAM
254
Belpointe Asset Management
Nevada
$771K +$506K +10,111 +191%
WA
255
Wealth Architects
California
$749K +$200K +3,990 +36%
APIM
256
Agate Pass Investment Management
Washington
$744K +$405K +8,100 +120%
OIA
257
OneDigital Investment Advisors
Kansas
$740K +$740K +14,786 New
TPWA
258
TRUE Private Wealth Advisors
Oregon
$732K +$54.8K +1,095 +8%
MFG
259
Merit Financial Group
Georgia
$725K +$337K +6,742 +87%
RPSA
260
Richard P. Slaughter Associates
Texas
$722K
KFGK
261
Keystone Financial Group (Kentucky)
Kentucky
$708K
SPIA
262
Steward Partners Investment Advisory
New York
$697K +$125K +2,507 +22%
TCMP
263
Thrive Capital Management (Pennsylvania)
Pennsylvania
$695K -$70K -1,398 -9%
IGWM
264
ICA Group Wealth Management
Colorado
$676K +$403K +8,051 +148%
CBFP
265
Cedar Brook Financial Partners
Ohio
$676K +$676K +13,509 New
AP
266
Appleton Partners
Massachusetts
$675K
EIA
267
Eldridge Investment Advisors
New Hampshire
$668K -$171K -3,412 -20%
VFIC
268
Valley Forge Investment Consultants
Pennsylvania
$664K -$1.58M -31,522 -70%
WTC
269
WhitTier Trust Company
Nevada
$644K +$644K +12,864 New
DADC
270
D.A. Davidson & Co
Montana
$624K +$624K +12,478 New
Truist Financial
271
Truist Financial
North Carolina
$611K -$4.43M -88,665 -88%
CPW
272
Catalyst Private Wealth
California
$600K
AP
273
Americana Partners
Texas
$597K -$29.2K -594 -5%
PCFFS
274
Pacific Center for Financial Services
California
$585K -$4.41K -88 -0.7%
OPS
275
Orion Portfolio Solutions
Nebraska
$545K +$19K +380 +4%