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iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $4.68B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 35 closing their positions.

Holders
414
Holders Change
+45
Holders Change %
+12.2%
% of All Funds
7%
Holding in Top 10
45
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+50%
% of All Funds
0.76%
New
82
Increased
132
Reduced
139
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
26
Clearwater Capital Advisors
Illinois
$29.6M -$3.29M -65,719 -10%
Stifel Financial
27
Stifel Financial
Missouri
$28.3M +$1.77M +35,283 +7%
BFPW
28
BOK Financial Private Wealth
Colorado
$27.6M +$2.93M +58,541 +12%
SQA
29
Simon Quick Advisors
New Jersey
$26.3M +$26.3M +526,565 New
DCM
30
Donaldson Capital Management
Indiana
$22.7M +$1.19M +23,716 +6%
WWM
31
Windsor Wealth Management
Indiana
$21.9M +$21.1M +422,253 +2,571%
RCM
32
Rain Capital Management
Oregon
$21.6M +$21.6M +431,762 New
BIA
33
Bell Investment Advisors
California
$21.6M +$21.6M +430,799 New
OPCM
34
Osborne Partners Capital Management
California
$19.8M +$15.7M +314,705 +393%
CWM
35
Congress Wealth Management
Massachusetts
$19.5M -$2.55M -50,928 -12%
RBC
36
Roble Belko & Company
Pennsylvania
$19.2M -$10.4M -206,900 -35%
HTC
37
Haverford Trust Company
Pennsylvania
$17.2M -$923K -18,450 -5%
GG
38
Gofen & Glossberg
Illinois
$16.8M -$1.75M -35,000 -9%
AF
39
Allworth Financial
California
$15.7M +$1.73M +34,551 +12%
IGGA
40
Iron Gate Global Advisors
Utah
$15M -$11.3M -113,204 -43%
Osaic Holdings
41
Osaic Holdings
Arizona
$14.8M +$1.42M +28,300 +11%
PFP
42
Pinnacle Financial Partners
Tennessee
$14.7M -$2.22M -44,453 -13%
SHGA
43
Sand Hill Global Advisors
California
$14.5M -$2.02M -40,273 -12%
PFA
44
Peak Financial Advisors
Colorado
$14.2M +$14.2M +284,360 New
HighTower Advisors
45
HighTower Advisors
Illinois
$14.2M +$1.74M +34,648 +14%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$13.8M +$5.01M +100,072 +57%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$13.8M +$537K +10,731 +4%
EIA
48
Edgemoor Investment Advisors
Maryland
$13.2M +$2.96M +59,232 +29%
SL
49
Systelligence LLC
Minnesota
$13.2M +$2.19M +43,791 +20%
GSWM
50
Greenup Street Wealth Management
Michigan
$13.1M +$7.4M +147,820 +131%