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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 %
Jane Street
76
Jane Street
New York
$8.03M -$28.9M -576,749 -78%
AI
77
Atria Investments
North Carolina
$7.97M +$3.69M +73,798 +86%
RW
78
RVW Wealth
California
$7.7M -$935K -18,694 -11%
HCM
79
Hengehold Capital Management
Ohio
$7.68M -$829K -16,568 -10%
AO
80
Advisor OS
Illinois
$7.34M -$779K -15,576 -10%
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$7.19M -$749K -14,967 -9%
SWG
82
Summit Wealth Group
Vermont
$7.13M -$378K -7,544 -5%
MOS
83
MGO One Seven
Ohio
$6.81M -$2.92M -58,292 -30%
EF
84
Exeter Financial
Arizona
$6.78M +$1.13M +22,607 +20%
IA
85
IFP Advisors
Florida
$6.76M +$4.06M +81,280 +150%
CWM
86
CCG Wealth Management
California
$6.38M -$9.31K -186 -0.1%
NA
87
NewEdge Advisors
Louisiana
$6.35M -$7.24K -150 -0.1%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$6.22M +$1.84M +36,817 +42%
FCIM
89
Fairview Capital Investment Management
California
$6.09M +$6.09M +121,750 New
OWA
90
Octavia Wealth Advisors
Ohio
$6.08M +$521K +10,402 +9%
BTWM
91
Baker Tilly Wealth Management
Wisconsin
$6.01M +$5.6M +111,884 +1,374%
HCM
92
Howland Capital Management
Massachusetts
$5.94M +$591K +11,815 +11%
LGA
93
Lebenthal Global Advisors
New York
$5.89M +$1.92M +38,328 +48%
SPC
94
Sigma Planning Corp
Michigan
$5.82M +$940K +18,782 +19%
CFGS
95
Concourse Financial Group Securities
Alabama
$5.74M +$538K +10,757 +10%
MWM
96
Mascoma Wealth Management
New Hampshire
$5.73M +$15.8K +315 +0.3%
CWC
97
Carolinas Wealth Consulting
North Carolina
$5.69M -$132K -2,631 -2%
BWA
98
Boulder Wealth Advisors
Colorado
$5.67M +$5.67M +113,239 New
FA
99
FDx Advisors
Illinois
$5.61M -$593K -11,850 -10%
GMA
100
Glassy Mountain Advisors
Maryland
$5.59M +$5.59M +111,635 New