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iShares Ultra Short Duration Bond Active ETF

374 hedge funds and large institutions have $3.38B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+40
Holders Change %
+11.98%
% of All Funds
5.78%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
78
Increased
121
Reduced
137
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
301
Ahrens Investment Partners
Louisiana
$262K -$30.2K -600 -10%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$260K +$260K +5,150 New
CAM
303
Cresset Asset Management
Illinois
$252K -$209K -4,137 -45%
PWMAG
304
Pinnacle Wealth Management Advisory Group
New Jersey
$252K
PA
305
Pinnacle Associates
New York
$252K
BRWA
306
B. Riley Wealth Advisors
Florida
$252K
KIG
307
Kowal Investment Group
Wisconsin
$250K +$302 +6 +0.1%
HFS
308
Haverford Financial Services
Pennsylvania
$249K
PGA
309
Portland Global Advisors
Maine
$249K
SPAS
310
Spectrum Planning & Advisory Services
California
$248K +$23.9K +474 +11%
Wells Fargo
311
Wells Fargo
California
$246K -$169K -3,352 -41%
IWM
312
IHT Wealth Management
Illinois
$236K +$50 +1 +0%
Neuberger Berman Group
313
Neuberger Berman Group
New York
$234K +$234K +4,650 New
SWP
314
Stratos Wealth Partners
Ohio
$228K -$8.02K -159 -3%
MWM
315
MBE Wealth Management
Wisconsin
$227K -$7.4K -147 -3%
NEPPG
316
New England Professional Planning Group
Rhode Island
$223K -$37.4K -739 -14%
CWA
317
Clarity Wealth Advisors
California
$223K -$1.21K -24 -0.5%
IIA
318
Integral Investment Advisors
California
$222K +$222K +4,403 New
MFG
319
Merit Financial Group
Georgia
$216K +$216K +4,291 New
CAL
320
Capital Advisors Ltd
Ohio
$214K
RWA
321
Redhawk Wealth Advisors
Minnesota
$211K
FIM
322
Freedom Investment Management
Connecticut
$209K -$38K -754 -15%
Cetera Investment Advisers
323
Cetera Investment Advisers
Illinois
$208K -$38.6K -765 -16%
KFP
324
KMG Fiduciary Partners
Ohio
$206K -$74.9K -1,485 -27%
BBW
325
Blue Barn Wealth
Utah
$205K