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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 %
SFS
301
Searcy Financial Services
Kansas
$527K -$19.9K -397 -4%
KCM
302
KM Capital Management
Texas
$514K +$514K +10,269 New
TPWA
303
TRUE Private Wealth Advisors
Oregon
$511K -$224K -4,467 -30%
AP
304
Americana Partners
Texas
$506K -$84K -1,679 -14%
SBL
305
Sargent Bickham Lagudis
Colorado
$502K -$2.32M -46,432 -82%
RBFC
306
Roman Butler Fullerton & Co
Missouri
$497K -$74.9K -1,493 -13%
DAS
307
Dynamic Advisor Solutions
Arizona
$484K +$90.9K +1,817 +23%
CFC
308
Coyle Financial Counsel
Illinois
$483K -$39.4K -788 -8%
William Blair & Company
309
William Blair & Company
Illinois
$478K -$18.8K -376 -4%
ACM
310
Advisors Capital Management
New Jersey
$473K -$300 -6 -0.1%
TCMP
311
Thrive Capital Management (Pennsylvania)
Pennsylvania
$471K -$25.2K -503 -5%
AWS
312
Aspen Wealth Strategies
Colorado
$470K +$470K +9,397 New
SPIA
313
Steward Partners Investment Advisory
New York
$465K -$4.5K -90 -1%
GAM
314
Gould Asset Management
California
$462K -$4.6K -92 -1%
BCM
315
Boltwood Capital Management
California
$450K +$1.25K +25 +0.3%
DI
316
DFPG Investments
Utah
$449K +$449K +8,957 New
GF
317
Gries Financial
Ohio
$449K -$64.8K -1,295 -13%
MHS
318
M Holdings Securities
Oregon
$449K -$11.4K -228 -2%
C
319
Certuity
Florida
$441K +$300 +6 +0.1%
SWM
320
SeaCrest Wealth Management
New York
$441K -$648K -12,945 -60%
NCM
321
New Capital Management
Texas
$437K +$437K +8,724 New
AWM
322
Alterna Wealth Management
Texas
$434K
MPW
323
Monterey Private Wealth
California
$433K +$433K +8,657 New
COCM
324
Charter Oak Capital Management
New Hampshire
$429K +$56.6K +1,131 +15%
RMAM
325
Raab & Moskowitz Asset Management
New Jersey
$429K -$51.1K -1,021 -11%