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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.

Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.76%
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 Market Value Shares Shares
Change
Shares
Change %
FRA
401
Front Row Advisors
California
$28K 550
PB
402
Pinnacle Bancorp
Nebraska
$27.3K 543 -122 -18%
RI
403
Ridgewood Investments
New Jersey
$26.4K 525 +525 New
RFA
404
Resurgent Financial Advisors
Georgia
$25.1K 500 -700 -58%
MLA
405
MB, Levis & Associates
Pennsylvania
$22.7K 452 +3 +0.7%
GI
406
Gradient Investments
Minnesota
$20.5K 409 -44,563 -99%
LF
407
Lee Financial
Texas
$20.4K 407
SWA
408
SOA Wealth Advisors
New York
$19.9K 396
SIC
409
Salem Investment Counselors
North Carolina
$17.6K 350
AIC
410
Archer Investment Corporation
Indiana
$14.8K 295 -296 -50%
BFO
411
Biltmore Family Office
North Carolina
$11.6K 230 +230 New
HNB
412
Huntington National Bank
Ohio
CFFP
413
Center for Financial Planning
Michigan
$9.45K 188
Commonwealth Equity Services
414
Commonwealth Equity Services
Massachusetts
$8.42K 167,537 +95,665 +133%
MBFW
415
Morton Brown Family Wealth
Pennsylvania
$7.34K 146
SIS
416
Sound Income Strategies
Florida
$6.48K 129
WT
417
Washington Trust
Rhode Island
$6.28K 125
RG
418
Retirement Group
California
$3K 75
HR
419
Howe & Rusling
New York
$2.87K 57 +57 New
FCMT
420
Founders Capital Management (Texas)
Texas
$2K 45
AWM
421
Avior Wealth Management
Nebraska
$1.41K 28 +28 New
FGAM
422
Financial Gravity Asset Management
Texas
$470 9,360 +7,270 +348%
KWILP
423
Kiwi Wealth Investments Limited Partnership
New Zealand
-422,063 Closed
LK
424
Lumbard & Kellner
New Hampshire
-212,664 Closed
GMA
425
Glassy Mountain Advisors
Maryland
-111,635 Closed