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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 %
PCA
326
Personal Capital Advisors
California
$305K
CPIA
327
Cornell Pochily Investment Advisors
New York
$301K -$302K -3,028 -50%
TC
328
Telemus Capital
Michigan
$301K
VVP
329
Venture Visionary Partners
Ohio
$297K -$5.5K -110 -2%
MWM
330
Modera Wealth Management
New Jersey
$294K
BRWA
331
B. Riley Wealth Advisors
Florida
$291K
CA
332
Corrado Advisors
New Jersey
$280K
HWA
333
Heritage Wealth Advisors
Virginia
$275K
MHR
334
Matthew Hamilton Rosenberg
$267K +$20K +399 +8%
MFS
335
Madrona Financial Services
Washington
$260K +$260K +5,200 New
RJT
336
Raymond James Trust
Florida
$259K +$259K +5,180 New
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$258K
DC
338
Davenport & Co
Virginia
$257K +$250 +5 +0.1%
PA
339
Pinnacle Associates
New York
$252K
PWMAG
340
Pinnacle Wealth Management Advisory Group
New Jersey
$252K
RFN
341
Redwood Financial Network
Ohio
$252K +$401 +8 +0.2%
CAM
342
Cresset Asset Management
Illinois
$250K
VCM
343
Virtue Capital Management
Tennessee
$250K
CW
344
CreativeOne Wealth
Kansas
$250K +$250K +4,990 New
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
$248K -$199K -3,982 -44%
PGA
346
Portland Global Advisors
Maine
$248K
C
347
CEDRUS
Colorado
$247K +$247K +4,942 New
DAS
348
Dynamic Advisor Solutions
Arizona
$246K +$246K +4,910 New
Citadel Advisors
349
Citadel Advisors
Florida
$238K +$238K +4,765 New
SG
350
StoneX Group
New York
$235K +$235K +4,690 New