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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 %
AIP
376
Ahrens Investment Partners
Louisiana
$125K -$85K -1,700 -40%
TWA
377
TCI Wealth Advisors
Arizona
$124K +$401 +8 +0.3%
HWA
378
HHM Wealth Advisors
Tennessee
$99K +$8.18K +163 +9%
CFG
379
CKW Financial Group
Hawaii
$97K
HFA
380
HC Financial Advisors
California
$94K -$993K -19,942 -91%
EIP
381
Ellis Investment Partners
Pennsylvania
$78K +$29.8K +598 +62%
KOCAA
382
Knights of Columbus Asset Advisors
Connecticut
$74K
PB
383
Pinnacle Bancorp
Nebraska
$69K
GWS
384
Glassman Wealth Services
Virginia
$64K
GWM
385
Geneos Wealth Management
Colorado
$63K -$1.68K -34 -3%
FWP
386
FAS Wealth Partners
Kansas
$59K +$100 +2 +0.2%
APA
387
American Portfolios Advisors
New York
$49.5K
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$40K +$40K +792 New
COCM
389
Charter Oak Capital Management
New Hampshire
$35K
AIC
390
Archer Investment Corporation
Indiana
$34.6K
MA
391
MCF Advisors
Kentucky
$31K
APW
392
Axim Planning & Wealth
Ohio
$29K +$29K +585 New
FRA
393
Front Row Advisors
California
$28K
SWA
394
SOA Wealth Advisors
New York
$19K
NFSG
395
Newbridge Financial Services Group
Florida
$17K
MIFH
396
Migdal Insurance & Financial Holdings
Israel
$11K -$15K -300 -58%
MBFW
397
Morton Brown Family Wealth
Pennsylvania
$7K
BFEC
398
Benjamin F. Edwards & Company
Missouri
$6K
SIS
399
Sound Income Strategies
Florida
$6K +$6K +129 New
FCMT
400
Founders Capital Management (Texas)
Texas
$5K +$5K +99 New