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iShares Ultra Short Duration Bond Active ETF

369 hedge funds and large institutions have $4.01B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 129 reducing their positions, and 48 closing their positions.

Holders
369
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
5.84%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
51
Increased
138
Reduced
129
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
26
Congress Wealth Management
Massachusetts
$22.1M -$3.16M -62,926 -13%
DCM
27
Donaldson Capital Management
Indiana
$21.5M -$251K -4,998 -1%
SSWM
28
Smith Salley Wealth Management
North Carolina
$19.8M -$1.63M -32,547 -8%
GG
29
Gofen & Glossberg
Illinois
$18.5M -$1.79M -35,765 -9%
HTC
30
Haverford Trust Company
Pennsylvania
$18.1M -$6.5M -129,686 -26%
PFP
31
Pinnacle Financial Partners
Tennessee
$16.9M -$28.8K -574 -0.2%
SHGA
32
Sand Hill Global Advisors
California
$16.5M -$3.14M -62,552 -16%
SRC
33
Shufro Rose & Co
New York
$16M -$274K -5,457 -2%
AF
34
Allworth Financial
California
$14M +$5.79M +115,508 +71%
CGL
35
Clarius Group LLC
Washington
$13.9M
ACM
36
Alpha Capital Management
Texas
$13.7M +$4.66M +93,000 +52%
SFG
37
Snider Financial Group
Washington
$13.5M -$82K -1,636 -0.6%
TWP
38
Tempus Wealth Planning
California
$13.4M -$391K -7,794 -3%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$13.2M +$3.62M +72,234 +38%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$13.2M +$2.74M +54,614 +26%
IGGA
41
Iron Gate Global Advisors
Utah
$13.2M +$1.75M +34,872 +15%
NGA
42
Naples Global Advisors
Florida
$13M -$35.1K -700 -0.3%
JWM
43
Jackson Wealth Management
Florida
$12.9M +$12.9M +256,448 New
FIBT
44
First International Bank & Trust
North Dakota
$12.8M -$778K -15,505 -6%
HighTower Advisors
45
HighTower Advisors
Illinois
$12.5M +$4M +79,872 +47%
BWA
46
Burt Wealth Advisors
Maryland
$12.3M +$41.9K +836 +0.3%
MML Investors Services
47
MML Investors Services
Massachusetts
$12.2M +$4.19M +83,505 +53%
CFS
48
Cannon Financial Strategists
Georgia
$11.4M +$5.73M +114,262 +102%
TYCC
49
Texas Yale Capital Corp
Florida
$11.2M +$137K +2,733 +1%
SL
50
Systelligence LLC
Minnesota
$11M +$9.21M +183,696 +510%