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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 %
IA
301
IFG Advisory
Georgia
$422K -$99.9K -2,000 -19%
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$408K +$340K +6,802 +497%
GWM
303
GoalFusion Wealth Management
Texas
$400K
RWA
304
RGT Wealth Advisors
Texas
$395K -$903K -18,058 -70%
CWA
305
Clarity Wealth Advisors
California
$389K +$167K +3,333 +75%
PPW
306
Pinnacle Private Wealth
Massachusetts
$387K +$387K +7,730 New
BTWM
307
Baker Tilly Wealth Management
Wisconsin
$385K +$150K +2,994 +64%
BWP
308
BSW Wealth Partners
Colorado
$385K +$385K +7,701 New
RRA
309
Round Rock Advisors
Connecticut
$381K
T
310
TCWP
Ohio
$377K -$209K -4,178 -36%
PJSIMP
311
P.J. Schmidt Investment Management (PJS)
Wisconsin
$370K +$370K +7,384 New
WFA
312
Wipfli Financial Advisors
Wisconsin
$370K
TSS
313
Two Sigma Securities
New York
$365K +$365K +7,295 New
WP
314
WealthShield Partners
North Carolina
$353K -$68.7K -1,373 -16%
LWAC
315
Laurel Wealth Advisors (California)
California
$348K -$1.8K -36 -0.5%
CCFM
316
Clear Creek Financial Management
Washington
$344K +$344K +6,879 New
CFA
317
Compass Financial Advisors
Indiana
$330K
GWM
318
GDS Wealth Management
Texas
$330K +$330K +6,603 New
WLIM
319
White Lighthouse Investment Management
Massachusetts
$325K
FCIM
320
Fairview Capital Investment Management
California
$322K -$290K -5,800 -47%
BCA
321
Bay Colony Advisors
Massachusetts
$320K -$278K -5,560 -47%
RMAM
322
Raab & Moskowitz Asset Management
New Jersey
$315K +$20K +400 +7%
RF
323
RHS Financial
California
$315K +$58.3K +1,164 +23%
Creative Planning
324
Creative Planning
Kansas
$314K -$1.89M -37,796 -86%
PNC Financial Services Group
325
PNC Financial Services Group
Pennsylvania
$309K +$35.7K +715 +13%