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iShares Ultra Short Duration Bond Active ETF

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.75%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
276
Equitable Holdings
New York
$590K -$15.8K -315 -3%
NL
277
NWAM LLC
Washington
$589K -$61.5K -1,224 -9%
Wells Fargo
278
Wells Fargo
California
$589K +$286K +5,696 +95%
PJSIMP
279
P.J. Schmidt Investment Management (PJS)
Wisconsin
$589K +$38K +755 +7%
SI
280
Stephens Inc
Arkansas
$586K -$1.51M -30,051 -72%
PA
281
Prossimo Advisors
California
$569K -$500K -9,965 -47%
AWM
282
Apollon Wealth Management
South Carolina
$567K +$29.5K +587 +5%
TFG
283
Tilson Financial Group
New Jersey
$566K
AC
284
AlphaCore Capital
California
$566K +$566K +11,259 New
SFS
285
Searcy Financial Services
Kansas
$559K +$29.8K +593 +6%
AC
286
Applied Capital
Arkansas
$559K -$217K -4,317 -28%
RPGK
287
Retirement Planning Group (Kansas)
Kansas
$557K -$12.5K -249 -2%
MFG
288
Merit Financial Group
Georgia
$536K -$18.6K -370 -3%
NCM
289
New Capital Management
Texas
$536K +$97.6K +1,943 +22%
AWM
290
Accurate Wealth Management
Florida
$531K +$531K +10,591 New
FPCP
291
Fort Point Capital Partners
California
$523K +$523K +10,412 New
NGA
292
Naples Global Advisors
Florida
$523K -$1.44M -28,560 -73%
Creative Planning
293
Creative Planning
Kansas
$519K -$161K -3,199 -24%
CAC
294
Certified Advisory Corp
Florida
$515K +$515K +10,248 New
MSWM
295
McGlone Suttner Wealth Management
Wisconsin
$513K -$485K -9,649 -49%
PHIC
296
Pine Haven Investment Counsel
Massachusetts
$505K -$62.1K -1,235 -11%
SSWM
297
Smith Salley Wealth Management
North Carolina
$502K -$3.72M -74,104 -88%
AWS
298
Aspen Wealth Strategies
Colorado
$484K +$11.6K +231 +2%
William Blair & Company
299
William Blair & Company
Illinois
$480K
CWA
300
Capital Wealth Alliance
Arizona
$479K +$227K +4,514 +90%