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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 %
LEFP
326
Leading Edge Financial Planning
Tennessee
$419K +$419K +8,371 New
Ameriprise
327
Ameriprise
Minnesota
$413K +$413K +8,251 New
BBW
328
Blue Barn Wealth
Utah
$411K +$411K +8,206 New
SG
329
Stonnington Group
California
$404K -$696K -13,885 -63%
IIA
330
Integral Investment Advisors
California
$403K -$30.8K -615 -7%
CW
331
CreativeOne Wealth
Kansas
$399K +$77.8K +1,555 +24%
HAG
332
HF Advisory Group
Maryland
$392K +$392K +7,843 New
CWA
333
Clarity Wealth Advisors
California
$392K +$1.85K +37 +0.5%
GCA
334
Guardian Capital Advisors
Ontario, Canada
$391K -$35K -697 -8%
M&T Bank
335
M&T Bank
New York
$385K
AFP
336
Ausdal Financial Partners
Iowa
$380K +$380K +7,599 New
CFP
337
Catalyst Financial Partners
Massachusetts
$376K +$376K +7,505 New
SC
338
Savant Capital
Illinois
$372K +$372K +475,147 New
RRA
339
Round Rock Advisors
Connecticut
$369K -$12K -240 -3%
SFP
340
Sandbox Financial Partners
Maryland
$367K -$85.4K -1,706 -19%
LG
341
LaFleur & Godfrey
Michigan
$366K -$88.8K -1,775 -20%
CCFM
342
Clear Creek Financial Management
Washington
$354K -$469K -9,379 -57%
CA
343
CGN Advisors
Kansas
$354K +$96.3K +1,925 +37%
GWM
344
GoalFusion Wealth Management
Texas
$354K -$262K -5,200 -43%
SCA
345
Snowden Capital Advisors
New York
$350K +$76.2K +1,522 +28%
MCM
346
MV Capital Management
Maryland
$348K -$33.7M -673,890 -99%
WLIM
347
White Lighthouse Investment Management
Massachusetts
$345K +$20K +400 +6%
HSA
348
HBK Sorce Advisory
Pennsylvania
$338K +$338K +6,760 New
GRP
349
Global Retirement Partners
California
$332K +$170K +3,402 +105%
CIAS
350
CFS Investment Advisory Services
New Jersey
$331K -$4.89M -97,662 -94%