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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 %
MM
426
Main Management
California
$75K
KOCAA
427
Knights of Columbus Asset Advisors
Connecticut
$73.8K
TWA
428
TCI Wealth Advisors
Arizona
$69.3K -$54.4K -1,088 -44%
GWS
429
Glassman Wealth Services
Virginia
$63.8K
CA
430
CoreCap Advisors
Michigan
$62.6K +$62.6K +1,251 New
GWM
431
Geneos Wealth Management
Colorado
$62.1K -$1.05K -21 -2%
RFA
432
Resurgent Financial Advisors
Georgia
$60K +$60K +1,200 New
TCM
433
TD Capital Management
Tennessee
$51.8K -$74.7K -1,492 -59%
OWA
434
One Wealth Advisors
California
$47.4K +$47.4K +947 New
CT
435
Colonial Trust
South Carolina
$47K +$47K +940 New
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$39.6K
PB
437
Pinnacle Bancorp
Nebraska
$33K
USCWA
438
U.S. Capital Wealth Advisors
Texas
$30K +$30K +600 New
1832 Asset Management
439
1832 Asset Management
Ontario, Canada
$30K +$30K +600 New
VNA
440
Valley National Advisers
Pennsylvania
$30K +$30K +600 New
AIC
441
Archer Investment Corporation
Indiana
$29.6K -$5K -100 -14%
FRA
442
Front Row Advisors
California
$28K
CS
443
Credit Suisse
Switzerland
$24K +$24K +480 New
MLA
444
MB, Levis & Associates
Pennsylvania
$22.5K +$22.5K +449 New
LF
445
Lee Financial
Texas
$20.3K +$20.3K +407 New
SWA
446
SOA Wealth Advisors
New York
$19.8K
SIC
447
Salem Investment Counselors
North Carolina
$17.5K +$17.5K +350 New
CFFP
448
Center for Financial Planning
Michigan
$9.41K +$4.4K +88 +88%
MBFW
449
Morton Brown Family Wealth
Pennsylvania
$7.31K
SIS
450
Sound Income Strategies
Florida
$6.46K