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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 %
CFA
351
Compass Financial Advisors
Indiana
$330K
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$323K +$15K +250 +5%
SFG
353
Sunburst Financial Group
Alabama
$317K -$123K -2,462 -28%
CWM
354
Capital Wealth Management
Rhode Island
$310K +$310K +6,194 New
PCA
355
Personal Capital Advisors
California
$305K
CPG
356
Cornerstone Planning Group
New Jersey
$304K +$304K +6,045 New
TC
357
Telemus Capital
Michigan
$302K
Wells Fargo
358
Wells Fargo
California
$301K -$387K -7,726 -56%
BWP
359
BSW Wealth Partners
Colorado
$300K
VVP
360
Venture Visionary Partners
Ohio
$297K
HSWM
361
Hubbell Strickland Wealth Management
Louisiana
$296K +$296K +5,914 New
ATWA
362
Arbor Trust Wealth Advisors
Michigan
$295K -$457K -9,133 -61%
MWM
363
Modera Wealth Management
New Jersey
$294K
AG
364
Ascent Group
Virginia
$293K +$293K +5,862 New
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$293K +$9.47K +189 +3%
RPSA
366
Richard P. Slaughter Associates
Texas
$285K -$1.15M -22,995 -80%
Wolverine Trading
367
Wolverine Trading
Illinois
$277K +$277K +5,545 New
EIA
368
Eldridge Investment Advisors
New Hampshire
$267K -$400K -8,000 -60%
Janney Montgomery Scott
369
Janney Montgomery Scott
Pennsylvania
$262K -$1.15M -23,018 -81%
Bank of Montreal
370
Bank of Montreal
Ontario, Canada
$262K +$33.5K +670 +15%
MFS
371
Madrona Financial Services
Washington
$260K
SWM
372
Spire Wealth Management
Virginia
$256K +$1.05K +21 +0.4%
FIM
373
Freedom Investment Management
Connecticut
$254K -$918K -18,343 -78%
WAG
374
Wallace Advisory Group
California
$252K +$252K +5,030 New
CWA
375
Capital Wealth Alliance
Arizona
$251K -$9.61K -192 -4%