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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 %
CHP
276
Cable Hill Partners
Oregon
$545K +$545K +10,897 New
CFC
277
Coyle Financial Counsel
Illinois
$535K +$37.9K +758 +8%
MHS
278
M Holdings Securities
Oregon
$529K +$529K +10,581 New
BCI
279
Brinker Capital Investments
Pennsylvania
$525K +$14.5K +289 +3%
OPOWM
280
One Plus One Wealth Management
Florida
$523K -$3M -60,016 -85%
SFS
281
Searcy Financial Services
Kansas
$523K -$60K -1,200 -10%
ACM
282
Advisors Capital Management
New Jersey
$516K -$11.1K -222 -2%
MHIC
283
Marble Harbor Investment Counsel
Massachusetts
$500K
SFG
284
Sunburst Financial Group
Alabama
$496K +$496K +9,910 New
KCM
285
Kathmere Capital Management
Pennsylvania
$476K +$476K +9,508 New
SWM
286
Spire Wealth Management
Virginia
$475K -$211K -4,216 -31%
GAM
287
Gould Asset Management
California
$466K +$501 +10 +0.1%
NL
288
NWAM LLC
Washington
$463K -$251K -5,020 -35%
LG
289
LaFleur & Godfrey
Michigan
$460K -$50.1K -1,000 -10%
CMP
290
Courage Miller Partners
Virginia
$445K
ACP
291
Aveo Capital Partners
Colorado
$445K +$445K +8,892 New
OAM
292
Oak Asset Management
California
$445K +$445K +8,900 New
PHIC
293
Pine Haven Investment Counsel
Massachusetts
$444K -$50K -1,000 -10%
GW
294
GW & Wade
Massachusetts
$443K +$443K +8,854 New
IIA
295
Integral Investment Advisors
California
$434K -$34.2K -683 -7%
AWM
296
Alterna Wealth Management
Texas
$434K
SFP
297
Sandbox Financial Partners
Maryland
$432K +$432K +8,633 New
BEI
298
Benjamin Edwards Inc
Missouri
$428K +$428K +8,562 New
GCA
299
Guardian Capital Advisors
Ontario, Canada
$425K +$45K +900 +12%
GSIS
300
Global Strategic Investment Solutions
Arizona
$424K +$801 +16 +0.2%