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iShares Ultra Short Duration Bond Active ETF

456 hedge funds and large institutions have $5.34B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 32 closing their positions.

Holders
456
Holders Change
+45
Holders Change %
+10.95%
% of All Funds
7.36%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
90
Increased
135
Reduced
193
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
51
Greenup Street Wealth Management
Michigan
$11M +$291K +5,807 +3%
DPI
52
Diversified Portfolios Inc
Michigan
$11M +$2.04M +40,832 +23%
Mariner
53
Mariner
Kansas
$10.9M +$8.48M +169,433 +343%
LK
54
Lumbard & Kellner
New Hampshire
$10.6M -$67.5K -1,349 -0.6%
CPIG
55
Chicago Partners Investment Group
Illinois
$10.4M +$2.26M +45,169 +28%
KPWS
56
Kestra Private Wealth Services
Texas
$10.3M -$1.29M -25,868 -11%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$10.2M -$4.58M -91,503 -31%
KWM
58
Keebeck Wealth Management
Illinois
$10.2M
FM
59
Family Management
New York
$10.2M -$189K -3,770 -2%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$9.99M +$2.61M +52,209 +35%
RBC
61
Roble Belko & Company
Pennsylvania
$9.98M -$7.78M -155,469 -44%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$9.98M -$1.14M -22,759 -10%
MCCA
63
Mill Creek Capital Advisors
Pennsylvania
$9.74M +$9.74M +194,690 New
CSPAM
64
Cary Street Partners Asset Management
Virginia
$9.62M -$1.42M -28,374 -13%
WA
65
Waverly Advisors
Alabama
$9.62M -$115K -2,306 -1%
GVAG
66
Great Valley Advisor Group
Delaware
$9.26M +$144K +2,882 +2%
BTI
67
Blue Trust Inc
Georgia
$9.23M +$4.87M +97,427 +112%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$9.18M -$3.48M -69,532 -27%
MIS
69
Morningstar Investment Services
Illinois
$8.85M +$113K +2,258 +1%
HighTower Advisors
70
HighTower Advisors
Illinois
$8.79M -$1.81M -36,155 -17%
Morgan Stanley
71
Morgan Stanley
New York
$8.69M +$6.68M +133,502 +333%
CAN
72
Cetera Advisor Networks
California
$8.6M -$78.2K -1,562 -0.9%
SFG
73
Snider Financial Group
Washington
$8.46M -$228K -4,560 -3%
SL
74
Systelligence LLC
Minnesota
$8.45M -$4.53M -90,466 -35%
GC
75
Gratus Capital
Georgia
$8.16M +$3.98M +79,556 +95%