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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 %
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$7.67M -$401 -8 -0%
SWG
77
Summit Wealth Group
Vermont
$7.6M -$740K -14,790 -9%
KTC
78
Kistler-Tiffany Companies
Pennsylvania
$7.59M +$540K +10,790 +8%
NGA
79
Naples Global Advisors
Florida
$7.23M -$5.75M -114,908 -44%
DHFB
80
Dixon Hubard Feinour & Brown
Virginia
$7.11M +$4M +80,004 +129%
CWM
81
CCG Wealth Management
California
$6.68M +$609K +12,161 +10%
SA
82
SWM Advisors
Florida
$6.65M +$112K +2,235 +2%
DBT
83
Dubuque Bank & Trust
Iowa
$6.51M -$17.1K -341 -0.3%
CTA
84
Chesley Taft & Associates
Illinois
$6.47M -$1.49M -29,807 -19%
EBA
85
Eagle Bay Advisors
New York
$6.38M -$4.34M -86,789 -41%
EF
86
Exeter Financial
Arizona
$6.28M +$2.92M +58,408 +87%
FA
87
FDx Advisors
Illinois
$6.26M -$1.01M -20,117 -14%
PPW
88
Pasadena Private Wealth
California
$6.19M -$2.26M -45,083 -27%
BPA
89
Beacon Pointe Advisors
California
$6.08M -$252K -5,035 -4%
BAAM
90
Baker Avenue Asset Management
California
$5.97M +$4.8M +95,977 +413%
HCC
91
Hirtle Callaghan & Co
Pennsylvania
$5.96M
ACM
92
Alpha Capital Management
Texas
$5.77M -$7.91M -158,100 -58%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$5.68M +$17.9K +357 +0.3%
CWC
94
Carolinas Wealth Consulting
North Carolina
$5.57M +$1.09M +21,784 +24%
GCA
95
Greenwood Capital Associates
South Carolina
$5.56M -$143K -2,858 -3%
MWM
96
Mascoma Wealth Management
New Hampshire
$5.47M +$1.21M +24,179 +28%
WWM
97
Wiser Wealth Management
Georgia
$5.44M -$4.24M -84,753 -44%
OWA
98
Octavia Wealth Advisors
Ohio
$5.35M +$4.16M +82,812 +347%
Cerity Partners
99
Cerity Partners
New York
$5.32M +$577K +11,535 +12%
PA
100
Parallel Advisors
California
$5.22M -$967K -19,320 -16%