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iShares Ultra Short Duration Bond Active ETF

374 hedge funds and large institutions have $3.38B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+40
Holders Change %
+11.98%
% of All Funds
5.78%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
78
Increased
121
Reduced
137
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GG
26
Gofen & Glossberg
Illinois
$20.4M +$8.56M +169,860 +72%
BIA
27
Bell Investment Advisors
California
$20.4M +$894K +17,742 +5%
SHGA
28
Sand Hill Global Advisors
California
$19.8M -$1.52M -30,253 -7%
WPW
29
Waldron Private Wealth
Pennsylvania
$17.6M +$17.6M +349,607 New
PFP
30
Pinnacle Financial Partners
Tennessee
$17M -$524K -10,394 -3%
PWAC
31
Private Wealth Advisors (California)
California
$16.8M +$7.01M +139,017 +72%
SRC
32
Shufro Rose & Co
New York
$16.4M -$48.1K -955 -0.3%
AWE
33
Avidian Wealth Enterprises
Texas
$15.8M +$2.02K +40 +0%
OSNBOA
34
Old Second National Bank of Aurora
Illinois
$14.7M -$2M -39,547 -12%
CA
35
CoreCap Advisors
Michigan
$14.4M +$14.4M +286,490 New
CGL
36
Clarius Group LLC
Washington
$13.9M +$13.9M +276,129 New
TWP
37
Tempus Wealth Planning
California
$13.8M -$211K -4,193 -2%
FIBT
38
First International Bank & Trust
North Dakota
$13.7M +$13.7M +271,205 New
SFG
39
Snider Financial Group
Washington
$13.7M -$425K -8,426 -3%
NGA
40
Naples Global Advisors
Florida
$13.1M +$12.4M +245,950 +1,730%
BWA
41
Burt Wealth Advisors
Maryland
$12.3M +$313K +6,202 +3%
Osaic Holdings
42
Osaic Holdings
Arizona
$11.8M -$9.6M -190,498 -45%
IGGA
43
Iron Gate Global Advisors
Utah
$11.7M +$9.16M +177,687 +354%
TYCC
44
Texas Yale Capital Corp
Florida
$11.1M +$2.58M +51,106 +30%
LK
45
Lumbard & Kellner
New Hampshire
$11M -$1.08M -21,401 -9%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$10.7M +$681K +13,507 +7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$10.5M -$1.76M -34,921 -14%
EIA
48
Edgemoor Investment Advisors
Maryland
$10.5M +$147K +2,926 +1%
PA
49
Parallel Advisors
California
$10.3M +$3M +59,561 +41%
HCM
50
Hengehold Capital Management
Ohio
$10.2M +$505K +10,029 +5%