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iShares Ultra Short Duration Bond Active ETF

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.75%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
326
Compass Financial Advisors
Indiana
$332K
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$328K +$56.4K +1,123 +21%
CA
328
CGN Advisors
Kansas
$327K -$28.1K -560 -8%
Rockefeller Capital Management
329
Rockefeller Capital Management
New York
$327K +$218K +4,336 +199%
WLIM
330
White Lighthouse Investment Management
Massachusetts
$327K -$20.1K -400 -6%
Empower Advisory Group
331
Empower Advisory Group
Colorado
$322K +$322K +6,431 New
CG
332
Colony Group
Massachusetts
$309K -$670K -13,348 -68%
SFG
333
Sunburst Financial Group
Alabama
$306K -$12.1K -240 -4%
TC
334
Telemus Capital
Michigan
$303K
BWP
335
BSW Wealth Partners
Colorado
$302K
AFA
336
Arlington Financial Advisors
California
$301K +$301K +5,986 New
HSWM
337
Hubbell Strickland Wealth Management
Louisiana
$298K +$653 +13 +0.2%
EWA
338
EP Wealth Advisors
California
$279K +$279K +14,126 New
CPSAC
339
Chas P. Smith & Associates (CPS)
Florida
$275K +$275K +5,473 New
LG
340
LaFleur & Godfrey
Michigan
$271K -$96.7K -1,925 -26%
SWM
341
SeaCrest Wealth Management
New York
$267K -$176K -3,500 -40%
VVP
342
Venture Visionary Partners
Ohio
$264K -$34.7K -690 -12%
Bank of Montreal
343
Bank of Montreal
Ontario, Canada
$263K
SAG
344
Spotlight Asset Group
Illinois
$260K +$260K +5,203 New
PA
345
PFG Advisors
Arizona
$259K -$550K -10,936 -68%
AG
346
Ascent Group
Virginia
$255K -$39.7K -791 -13%
PG
347
Proffitt & Goodson
Tennessee
$252K +$24.3K +484 +11%
VCM
348
Virtue Capital Management
Tennessee
$251K
PGA
349
Portland Global Advisors
Maine
$249K
CFP
350
Catalyst Financial Partners
Massachusetts
$246K -$131K -2,603 -35%