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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 %
GFPC
376
Global Financial Private Client
Florida
$152K -$21.8K -435 -13%
TWM
377
Tradition Wealth Management
Minnesota
$141K +$150 +3 +0.1%
SCA
378
Stonebridge Capital Advisors
Minnesota
$135K +$1.71K +34 +1%
KOCAA
379
Knights of Columbus Asset Advisors
Connecticut
$124K +$50.3K +1,000 +68%
BFEC
380
Benjamin F. Edwards & Company
Missouri
$120K
BNP Paribas Financial Markets
381
BNP Paribas Financial Markets
France
$116K -$2.69M -53,476 -96%
HCM
382
Hollencrest Capital Management
California
$108K -$24.2K -481 -18%
MTC
383
Matrix Trust Company
Colorado
$103K +$103K +2,052 New
SWG
384
Summit Wealth Group
Vermont
$101K +$98.2K +4,926,715 +3,457%
CFG
385
CKW Financial Group
Hawaii
$97K -$1.01K -20 -1%
CIA
386
Choate Investment Advisors
Massachusetts
$93K
HWA
387
HHM Wealth Advisors
Tennessee
$91K
CTA
388
Colonial Trust Advisors
South Carolina
$87.2K
NFSG
389
Newbridge Financial Services Group
Florida
$85.2K
CAL
390
Capital Analysts LLC
Pennsylvania
$84K
NL
391
NVWM LLC
Pennsylvania
$81.3K -$144K -2,862 -64%
WP
392
WealthPLAN Partners
Nebraska
$80.5K +$80.5K +1,602 New
JWM
393
Janiczek Wealth Management
Colorado
$75.6K -$53.1K -1,058 -41%
MHR
394
Matthew Hamilton Rosenberg
$75.5K
GWM
395
Geneos Wealth Management
Colorado
$73.1K +$10.7K +213 +17%
BAAM
396
Baker Avenue Asset Management
California
$48.2K -$4.87M -96,924 -99%
TCM
397
TD Capital Management
Tennessee
$45.8K -$6.23K -124 -12%
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$39.8K
HCA
399
Heck Capital Advisors
Wisconsin
$37.5K +$37.5K +746 New
VNA
400
Valley National Advisers
Pennsylvania
$30K