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iShares Ultra Short Duration Bond Active ETF

411 hedge funds and large institutions have $5.03B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
7.11%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
46
Increased
144
Reduced
170
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LG
301
LaFleur & Godfrey
Michigan
$454K -$5K -100 -1%
SFP
302
Sandbox Financial Partners
Maryland
$452K +$20.2K +403 +5%
BCM
303
Boltwood Capital Management
California
$449K +$239K +4,775 +114%
CMP
304
Courage Miller Partners
Virginia
$445K
GW
305
GW & Wade
Massachusetts
$443K
C
306
Certuity
Florida
$441K -$442K -8,833 -50%
SFG
307
Sunburst Financial Group
Alabama
$440K -$55.9K -1,117 -11%
Cerity Partners
308
Cerity Partners
New York
$437K -$4.88M -97,582 -92%
IIA
309
Integral Investment Advisors
California
$433K -$650 -13 -0.1%
AWM
310
Alterna Wealth Management
Texas
$433K
PHIC
311
Pine Haven Investment Counsel
Massachusetts
$431K -$12.5K -250 -3%
OPOWM
312
One Plus One Wealth Management
Florida
$426K -$96.8K -1,935 -19%
GCA
313
Guardian Capital Advisors
Ontario, Canada
$424K
BEI
314
Benjamin Edwards Inc
Missouri
$413K -$15.3K -305 -4%
BTWM
315
Baker Tilly Wealth Management
Wisconsin
$407K +$22.9K +459 +6%
DAS
316
Dynamic Advisor Solutions
Arizona
$393K +$148K +2,950 +60%
CWA
317
Clarity Wealth Advisors
California
$389K +$699 +14 +0.2%
PIA
318
Pinion Investment Advisors
Kansas
$388K +$388K +7,767 New
M&T Bank
319
M&T Bank
New York
$385K +$385K +7,693 New
RRA
320
Round Rock Advisors
Connecticut
$381K
COCM
321
Charter Oak Capital Management
New Hampshire
$373K +$338K +6,751 +964%
PJSIMP
322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$370K +$950 +19 +0.3%
WP
323
WealthShield Partners
North Carolina
$350K -$2.4K -48 -0.7%
LHEI
324
Leo H. Evart Inc
California
$337K -$1.7M -33,952 -83%
CFA
325
Compass Financial Advisors
Indiana
$330K