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iShares Ultra Short Duration Bond Active ETF

374 hedge funds and large institutions have $3.38B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 137 reducing their positions, and 32 closing their positions.

Holders
374
Holders Change
+40
Holders Change %
+11.98%
% of All Funds
5.78%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
78
Increased
121
Reduced
137
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DBT
101
Dubuque Bank & Trust
Iowa
$4.02M -$31.2K -620 -0.8%
OPCM
102
Osborne Partners Capital Management
California
$3.91M -$24.9K -495 -0.6%
MWM
103
Mascoma Wealth Management
New Hampshire
$3.87M +$137K +2,728 +4%
HWAM
104
Hennion & Walsh Asset Management
New Jersey
$3.85M +$579K +11,492 +18%
ZIM
105
Zacks Investment Management
Illinois
$3.77M -$373K -7,400 -9%
AWMS
106
Advocacy Wealth Management Services
Georgia
$3.76M -$189K -3,757 -5%
B
107
Brightworth
Georgia
$3.72M
MWM
108
Mattern Wealth Management
Kansas
$3.62M +$2.71M +53,832 +299%
CCM
109
Condor Capital Management
New Jersey
$3.6M -$2.35M -46,633 -40%
GWAM
110
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.57M +$50.3K +999 +1%
C
111
Certuity
Florida
$3.51M -$622K -12,353 -15%
Truist Financial
112
Truist Financial
North Carolina
$3.44M +$180K +3,564 +6%
RPGK
113
Retirement Planning Group (Kansas)
Kansas
$3.42M -$121K -2,403 -3%
CAG
114
Csenge Advisory Group
Florida
$3.35M -$160K -3,171 -5%
EVM
115
Eaton Vance Management
Massachusetts
$3.29M -$1.25M -24,749 -27%
EF
116
Exeter Financial
Arizona
$3.29M -$141K -2,806 -4%
PGAM
117
Princeton Global Asset Management
New Jersey
$3.16M +$1.72M +34,123 +119%
KWM
118
Kingsview Wealth Management
Oregon
$3.08M +$896K +17,787 +41%
AI
119
Atria Investments
North Carolina
$3.04M +$506K +10,039 +20%
ISWM
120
Independent Solutions Wealth Management
New York
$3.03M -$273K -5,416 -8%
JWA
121
JFS Wealth Advisors
Pennsylvania
$3.02M +$518K +10,279 +21%
SWM
122
Sugarloaf Wealth Management
Georgia
$3M +$794K +15,753 +36%
CWM
123
Connecticut Wealth Management
Connecticut
$2.95M +$182K +3,607 +7%
SB
124
Strategic Blueprint
Georgia
$2.87M +$159K +3,161 +6%
CM
125
Cornerstone Management
Georgia
$2.8M +$43.8K +870 +2%