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iShares Ultra Short Duration Bond Active ETF

411 hedge funds and large institutions have $5.03B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 42 closing their positions.

Holders
411
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
7.11%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
46
Increased
144
Reduced
170
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIBT
51
First International Bank & Trust
North Dakota
$13M +$153K +3,060 +1%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$12.7M -$1.09M -21,852 -8%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$12.3M +$3.28M +65,500 +36%
KPWS
54
Kestra Private Wealth Services
Texas
$11.6M +$2.39M +47,884 +26%
PFM
55
Phillips Financial Management
Indiana
$11.6M -$781K -15,610 -6%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$11.1M +$1.47M +29,483 +15%
BWA
57
Burt Wealth Advisors
Maryland
$11.1M -$261K -5,224 -2%
CSPAM
58
Cary Street Partners Asset Management
Virginia
$11M -$488K -9,759 -4%
LK
59
Lumbard & Kellner
New Hampshire
$10.7M -$59.7K -1,193 -0.6%
GSWM
60
Greenup Street Wealth Management
Michigan
$10.7M -$2.35M -47,066 -18%
HighTower Advisors
61
HighTower Advisors
Illinois
$10.6M -$3.6M -72,026 -25%
FM
62
Family Management
New York
$10.3M +$628K +12,548 +6%
KWM
63
Keebeck Wealth Management
Illinois
$10.2M
WA
64
Waverly Advisors
Alabama
$9.73M +$9.73M +194,555 New
BAM
65
Belpointe Asset Management
Nevada
$9.31M +$8.54M +170,715 +1,108%
GVAG
66
Great Valley Advisor Group
Delaware
$9.11M +$9.11M +182,185 New
DPI
67
Diversified Portfolios Inc
Michigan
$8.91M +$7.1M +141,912 +392%
MIS
68
Morningstar Investment Services
Illinois
$8.72M +$8.72M +174,502 New
SFG
69
Snider Financial Group
Washington
$8.67M -$730K -14,612 -8%
CAN
70
Cetera Advisor Networks
California
$8.67M +$3.75M +74,891 +76%
RW
71
RVW Wealth
California
$8.63M +$249K +4,973 +3%
AWE
72
Avidian Wealth Enterprises
Texas
$8.51M +$761K +15,207 +10%
HCM
73
Hengehold Capital Management
Ohio
$8.5M -$2.82M -56,320 -25%
BIAS
74
Beacon Investment Advisory Services
New Jersey
$8.47M -$1.05M -20,950 -11%
TIAM2
75
Tru Independence Asset Management 2
Oregon
$8.25M -$2.4M -48,060 -23%