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iShares Ultra Short Duration Bond Active ETF

411 hedge funds and large institutions have $5.03B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
7.11%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
46
Increased
144
Reduced
170
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LS
401
Leelyn Smith
Illinois
$9K +$9K +187 New
MBFW
402
Morton Brown Family Wealth
Pennsylvania
$7K
SIS
403
Sound Income Strategies
Florida
$6K
CFFP
404
Center for Financial Planning
Michigan
$5K
RG
405
Retirement Group
California
$3K
RIA
406
Realta Investment Advisors
Delaware
$3K +$3K +55 New
FCMT
407
Founders Capital Management (Texas)
Texas
$2K -$2.4K -54 -55%
CIAS
408
CFS Investment Advisory Services
New Jersey
$2K +$2K +104,271 New
Bank of Montreal
409
Bank of Montreal
Ontario, Canada
$228
FGAM
410
Financial Gravity Asset Management
Texas
$97 -$131 -2,616 -57%
PFA
411
Peak Financial Advisors
Colorado
-$14.2M -284,360 Closed
PWAC
412
Private Wealth Advisors (California)
California
-$8.78M -175,422 Closed
PPW
413
Pasadena Private Wealth
California
-$6.19M -123,607 Closed
PMG
414
ProVise Management Group
Florida
-$3.88M -77,521 Closed
MP
415
McDonald Partners
Ohio
-$3.86M -77,118 Closed
VIA
416
Vident Investment Advisory
Georgia
-$1.49M -29,761 Closed
CCM
417
Crabel Capital Management
California
-$1.41M -28,094 Closed
Allianz Asset Management
418
Allianz Asset Management
Germany
-$1.36M -27,140 Closed
CSWG
419
Cardinal Strategic Wealth Guidance
Kentucky
-$882K -17,633 Closed
CAN
420
Claraphi Advisory Network
United States
-$799K -15,969 Closed
CHP
421
Cable Hill Partners
Oregon
-$545K -10,897 Closed
MHIC
422
Marble Harbor Investment Counsel
Massachusetts
-$500K -10,000 Closed
OAM
423
Oak Asset Management
California
-$445K -8,900 Closed
IA
424
IFG Advisory
Georgia
-$422K -8,450 Closed
T
425
TCWP
Ohio
-$377K -7,548 Closed