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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 %
SEP
276
Southland Equity Partners
Missouri
$662K -$1.1M -22,034 -62%
VFIC
277
Valley Forge Investment Consultants
Pennsylvania
$661K -$3K -60 -0.5%
CFA
278
Capstone Financial Advisors
Illinois
$661K +$54.4K +1,087 +9%
BWP
279
Balboa Wealth Partners
Arizona
$657K +$6.01K +120 +0.9%
CGL
280
Clarius Group LLC
Washington
$656K -$3.81M -76,101 -85%
NL
281
NWAM LLC
Washington
$648K +$6.16K +123 +1%
MWM
282
Maltin Wealth Management
New Jersey
$647K -$207K -4,141 -24%
EP
283
Eudaimonia Partners
Tennessee
$643K +$643K +12,852 New
BPA
284
Beacon Pointe Advisors
California
$633K -$309K -6,181 -33%
KNFPWM
285
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$629K +$629K +12,570 New
KFGK
286
Keystone Financial Group (Kentucky)
Kentucky
$619K -$68.9K -1,376 -10%
YIA
287
YHB Investment Advisors
Connecticut
$605K -$806K -16,109 -57%
EH
288
Equitable Holdings
New York
$604K +$604K +12,064 New
HCC
289
Hirtle Callaghan & Co
Pennsylvania
$601K -$1.4M -28,050 -70%
RCM
290
Rain Capital Management
Oregon
$593K -$19.4M -388,603 -97%
RPGK
291
Retirement Planning Group (Kansas)
Kansas
$567K -$393K -7,850 -41%
PHIC
292
Pine Haven Investment Counsel
Massachusetts
$564K +$133K +2,650 +31%
TFG
293
Tilson Financial Group
New Jersey
$563K +$563K +11,259 New
RCAG
294
Rehmann Capital Advisory Group
Michigan
$562K -$499K -9,970 -47%
OPS
295
Orion Portfolio Solutions
Nebraska
$555K +$7.96K +159 +1%
AWE
296
Avidian Wealth Enterprises
Texas
$554K -$7.96M -158,989 -93%
MFG
297
Merit Financial Group
Georgia
$552K +$330K +6,587 +148%
PJSIMP
298
P.J. Schmidt Investment Management (PJS)
Wisconsin
$548K +$177K +3,545 +48%
BCI
299
Brinker Capital Investments
Pennsylvania
$536K +$11.3K +225 +2%
AWM
300
Apollon Wealth Management
South Carolina
$536K -$11K -219 -2%