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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 %
DC
376
Davenport & Co
Virginia
$251K -$6.51K -130 -3%
PWMAG
377
Pinnacle Wealth Management Advisory Group
New Jersey
$250K -$1.65K -33 -0.7%
PA
378
Pinnacle Associates
New York
$250K -$1.65K -33 -0.7%
VCM
379
Virtue Capital Management
Tennessee
$250K
PGA
380
Portland Global Advisors
Maine
$248K
NEPPG
381
New England Professional Planning Group
Rhode Island
$245K +$24.8K +495 +11%
GW
382
GW & Wade
Massachusetts
$243K -$200K -4,002 -45%
AWM
383
Angeles Wealth Management
California
$239K +$239K +4,780 New
BCA
384
Bay Colony Advisors
Massachusetts
$235K -$77.4K -1,547 -25%
CMS
385
Capital Market Strategies
Florida
$228K -$3.6K -72 -2%
PG
386
Proffitt & Goodson
Tennessee
$226K -$91.2K -1,823 -29%
WP
387
WealthShield Partners
North Carolina
$225K -$126K -2,508 -36%
NL
388
NVWM LLC
Pennsylvania
$224K -$1.24M -24,779 -85%
CPIA
389
Cornell Pochily Investment Advisors
New York
$220K -$23.2K -463 -10%
SG
390
StoneX Group
New York
$220K +$220K +4,396 New
SPAS
391
Spectrum Planning & Advisory Services
California
$218K -$34.7K -694 -14%
SC
392
Scotia Capital
Ontario, Canada
$215K
Truist Financial
393
Truist Financial
North Carolina
$214K -$496K -9,906 -70%
WC
394
Whitney & Co
New York
$213K +$213K +4,256 New
SWM
395
Seed Wealth Management
Illinois
$213K +$213K +4,255 New
HWM
396
Howard Wealth Management
Connecticut
$211K -$105K -2,097 -33%
PNC Financial Services Group
397
PNC Financial Services Group
Pennsylvania
$206K -$18.5K -369 -8%
WPW
398
Watershed Private Wealth
Illinois
$201K +$201K +4,021 New
EWM
399
Elmwood Wealth Management
California
$200K +$200K +4,000 New
BBA
400
BLB&B Advisors
Pennsylvania
$200K