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iShares Ultra Short Duration Bond Active ETF

456 hedge funds and large institutions have $5.34B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+45
Holders Change %
+10.95%
% of All Funds
7.36%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
90
Increased
135
Reduced
193
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
251
Mattern Wealth Management
Kansas
$989K -$25.2K -503 -2%
BA
252
Bristlecone Advisors
Washington
$980K -$26K -520 -3%
CG
253
Colony Group
Massachusetts
$976K +$976K +19,500 New
TSS
254
Two Sigma Securities
New York
$975K +$975K +19,483 New
SWP
255
Stratos Wealth Partners
Ohio
$949K +$41.6K +832 +5%
LIM
256
Leavell Investment Management
Alabama
$943K -$56.1K -1,121 -6%
AWM
257
Aprio Wealth Management
Georgia
$936K +$18.9K +377 +2%
EWA
258
Encompass Wealth Advisors
Oregon
$920K -$116K -2,320 -11%
WPW
259
Waldron Private Wealth
Pennsylvania
$914K
WTC
260
WhitTier Trust Company
Nevada
$908K -$487K -9,730 -35%
AF
261
Advisornet Financial
Minnesota
$900K -$18.1K -361 -2%
GJIA
262
Glass Jacobson Investment Advisors
Maryland
$861K +$861K +17,215 New
BCM
263
Brookstone Capital Management
Illinois
$859K -$817K -16,307 -49%
WAM
264
WNY Asset Management
New York
$859K -$81.8K -1,634 -9%
OSNBOA
265
Old Second National Bank of Aurora
Illinois
$819K -$225K -4,505 -22%
PA
266
PFG Advisors
Arizona
$805K -$19K -379 -2%
AC
267
Applied Capital
Arkansas
$772K +$86.5K +1,728 +13%
CMP
268
Courage Miller Partners
Virginia
$761K +$315K +6,300 +71%
ASN
269
Advisory Services Network
Georgia
$727K -$62.2K -1,242 -8%
RA
270
RFG Advisory
Alabama
$725K -$2.37M -47,336 -77%
JJBC
271
James J. Burns & Company
New York
$717K +$88.6K +1,769 +14%
WA
272
Wealth Architects
California
$715K -$30.9K -618 -4%
HH
273
Hilltop Holdings
Texas
$706K
WMG
274
WESCAP Management Group
California
$682K -$249K -4,973 -27%
Creative Planning
275
Creative Planning
Kansas
$677K +$167K +3,346 +33%