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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 %
CFFP
401
Center for Financial Planning
Michigan
$5K +$5K +100 New
BRWM
402
B. Riley Wealth Management
Tennessee
$4K +$1.85K +36,904 +86%
RG
403
Retirement Group
California
$3K
WWM
404
Wagner Wealth Management
South Carolina
$3K +$3K +58 New
PFGIA
405
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$23.7K -546 -92%
FFC
406
Fure Financial Corporation
Minnesota
$2K
TCWM
407
Total Clarity Wealth Management
Illinois
$2K +$2K +35 New
BMD
408
Better Money Decisions
New Mexico
$2K +$2K +42 New
CI
409
CX Institutional
Indiana
$1K +$1K +10 New
GI
410
Gradient Investments
Minnesota
$1K +$1K +15 New
PPWM
411
PFG Private Wealth Management
Florida
$1K +$1K +21 New
CWP
412
Concord Wealth Partners
Virginia
$1K +$1K +26 New
Bank of Montreal
413
Bank of Montreal
Ontario, Canada
$228
FGAM
414
Financial Gravity Asset Management
Texas
$228 +$198 +3,963 +668%
SLF
415
Sun Life Financial
Ontario, Canada
-$172M -3,422,000 Closed
SRC
416
Shufro Rose & Co
New York
-$16M -319,718 Closed
JWM
417
Jackson Wealth Management
Florida
-$12.9M -256,448 Closed
CIAS
418
CFS Investment Advisory Services
New Jersey
-$2K -104,563 Closed
SFP
419
Shepherd Financial Partners
Massachusetts
-$2.58M -51,505 Closed
HC
420
Hamilton Capital
Ohio
-$2.15M -42,815 Closed
EVM
421
Eaton Vance Management
Massachusetts
-$1.57M -31,380 Closed
5L
422
55I LLC
Massachusetts
-$1.4M -27,902 Closed
HWM
423
Howard Wealth Management
Connecticut
-$872K -17,395 Closed
SCA
424
Stokes Capital Advisors
South Carolina
-$685K -13,650 Closed
IIC
425
Ironwood Investment Counsel
Arizona
-$649K -12,960 Closed