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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.

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 %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$9.67M +$434K +8,613 +5%
WWM
52
Wiser Wealth Management
Georgia
$9.39M -$511K -10,151 -5%
BIAS
53
Beacon Investment Advisory Services
New Jersey
$9.37M -$40.3K -800 -0.4%
ACM
54
Alpha Capital Management
Texas
$9.09M +$3.03M +60,050 +50%
KPWS
55
Kestra Private Wealth Services
Texas
$9.07M +$4.88M +96,768 +116%
CTA
56
Chesley Taft & Associates
Illinois
$9.03M +$703K +13,942 +8%
EBA
57
Eagle Bay Advisors
New York
$8.99M +$1.4M +27,539 +18%
TC
58
TownSquare Capital
Utah
$8.52M -$9.2M -182,540 -52%
HighTower Advisors
59
HighTower Advisors
Illinois
$8.5M +$1M +19,977 +13%
AF
60
Allworth Financial
California
$8.22M -$2.64M -52,441 -24%
CPIG
61
Chicago Partners Investment Group
Illinois
$8.17M +$3.98M +79,280 +95%
RW
62
RVW Wealth
California
$8.16M +$4.33M +85,949 +113%
NEPWA
63
New England Private Wealth Advisors
Massachusetts
$8.05M -$1.85M -36,781 -19%
MML Investors Services
64
MML Investors Services
Massachusetts
$8.01M -$91.6K -1,818 -1%
JFA
65
Johanson Financial Advisors
California
$7.99M +$657K +13,040 +9%
DI
66
DFPG Investments
Utah
$7.95M +$142K +2,826 +2%
Morgan Stanley
67
Morgan Stanley
New York
$7.79M +$113K +2,245 +1%
WWM
68
WT Wealth Management
Arizona
$7.61M -$410K -8,134 -5%
FA
69
FDx Advisors
Illinois
$7.24M +$1.76M +35,018 +32%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$7.19M -$8.85M
DPI
71
Diversified Portfolios Inc
Michigan
$7.1M +$254K +5,037 +4%
SPC
72
Sigma Planning Corp
Michigan
$6.83M -$60.6K -1,203 -0.9%
SWG
73
Summit Wealth Group
Vermont
$6.79M +$6.79M +134,789 New
PFM
74
Phillips Financial Management
Indiana
$6.49M -$169K -3,352 -3%
MMA
75
Miracle Mile Advisors
California
$6.45M -$5.24M -103,916 -45%