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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.

New
Increased
Maintained
Reduced
Closed
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 %
FIBT
51
First International Bank & Trust
North Dakota
$12.8M +$13.2K +263 +0.1%
PFM
52
Phillips Financial Management
Indiana
$12.4M +$1.62M +32,288 +15%
TWP
53
Tempus Wealth Planning
California
$12.1M -$1.23M -24,624 -9%
CSPAM
54
Cary Street Partners Asset Management
Virginia
$11.5M +$9.55M +190,890 +483%
BWA
55
Burt Wealth Advisors
Maryland
$11.3M -$913K -18,241 -7%
HCM
56
Hengehold Capital Management
Ohio
$11.3M +$1.08M +21,511 +11%
SSWM
57
Smith Salley Wealth Management
North Carolina
$11.1M -$8.68M -173,560 -44%
LK
58
Lumbard & Kellner
New Hampshire
$10.8M
TIAM2
59
Tru Independence Asset Management 2
Oregon
$10.7M +$10.3M +204,954 +2,563%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$10.4M -$2.83M -56,547 -21%
KWM
61
Keebeck Wealth Management
Illinois
$10.2M
BWM
62
BT Wealth Management
Georgia
$10M +$10M +200,676 New
FM
63
Family Management
New York
$9.72M +$9.72M +194,282 New
Baird Financial Group
64
Baird Financial Group
Wisconsin
$9.64M +$4.12M +82,389 +75%
BIAS
65
Beacon Investment Advisory Services
New Jersey
$9.52M +$160K +3,200 +2%
SFG
66
Snider Financial Group
Washington
$9.42M -$4.05M -81,029 -30%
BTI
67
Blue Trust Inc
Georgia
$9.27M +$9.27M +184,916 New
KPWS
68
Kestra Private Wealth Services
Texas
$9.24M -$1.14M -22,875 -11%
CPIG
69
Chicago Partners Investment Group
Illinois
$9.21M +$469K +9,364 +5%
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$9.06M +$6.82M +136,327 +304%
PWAC
71
Private Wealth Advisors (California)
California
$8.78M -$2.12M -42,438 -19%
RW
72
RVW Wealth
California
$8.39M -$247K -4,944 -3%
AO
73
Advisor OS
Illinois
$8.1M -$264K -5,275 -3%
AWE
74
Avidian Wealth Enterprises
Texas
$7.75M +$1.92M +38,274 +33%
CFS
75
Cannon Financial Strategists
Georgia
$7.7M -$3.63M -72,591 -32%