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iShares Ultra Short Duration Bond Active ETF

369 hedge funds and large institutions have $4.01B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 129 reducing their positions, and 48 closing their positions.

Holders
369
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
5.84%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
51
Increased
138
Reduced
129
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
101
WealthBridge Capital Management
Ohio
$4.13M +$62.9K +1,254 +2%
PMG
102
ProVise Management Group
Florida
$4.08M -$2.16M -43,086 -35%
HWAM
103
Hennion & Walsh Asset Management
New Jersey
$4.02M +$187K +3,722 +5%
OPCM
104
Osborne Partners Capital Management
California
$4.01M +$120K +2,400 +3%
LRWA
105
Long Run Wealth Advisors
New York
$3.99M -$280K -5,584 -7%
MP
106
McDonald Partners
Ohio
$3.97M +$3.97M +79,096 New
PAG
107
Private Advisor Group
New Jersey
$3.88M -$660K -13,156 -15%
ZIM
108
Zacks Investment Management
Illinois
$3.73M -$25.9K -516 -0.7%
B
109
Brightworth
Georgia
$3.71M +$9.93K +198 +0.3%
GWAM
110
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.67M +$112K +2,227 +3%
PGAM
111
Princeton Global Asset Management
New Jersey
$3.64M +$493K +9,821 +16%
YIA
112
YHB Investment Advisors
Connecticut
$3.63M +$1.94M +38,782 +115%
MMA
113
Miracle Mile Advisors
California
$3.62M -$2.8M -55,831 -44%
OPOWM
114
One Plus One Wealth Management
Florida
$3.53M +$1.76M +35,181 +100%
CWM
115
Cahaba Wealth Management
Georgia
$3.52M +$2.48M +49,511 +238%
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$3.51M +$911K +18,169 +35%
BCM
117
Brookstone Capital Management
Illinois
$3.4M +$3.4M +67,930 New
CCM
118
Condor Capital Management
New Jersey
$3.39M -$190K -3,789 -5%
EF
119
Exeter Financial
Arizona
$3.36M +$90.9K +1,812 +3%
SI
120
Stephens Inc
Arkansas
$3.35M +$747K +14,903 +29%
Morgan Stanley
121
Morgan Stanley
New York
$3.32M -$4.43M -88,353 -57%
GMA
122
Glassy Mountain Advisors
Maryland
$3.2M +$778K +15,515 +32%
JWA
123
JFS Wealth Advisors
Pennsylvania
$3.13M +$120K +2,385 +4%
DHFB
124
Dixon Hubard Feinour & Brown
Virginia
$3.12M +$716K +14,272 +30%
C
125
Certuity
Florida
$3.07M -$425K -8,466 -12%