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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 %
LRWA
101
Long Run Wealth Advisors
New York
$5.13M +$1.16M +23,122 +29%
RWIA
102
Roger Wittlin Investment Advisory
California
$5.09M +$6.25K +125 +0.1%
SPC
103
Sigma Planning Corp
Michigan
$5.06M -$2.17M -43,278 -30%
CAN
104
Cetera Advisor Networks
California
$4.93M +$3.94M +78,711 +398%
Citigroup
105
Citigroup
New York
$4.87M +$2.12M +42,334 +77%
TYCC
106
Texas Yale Capital Corp
Florida
$4.77M -$6.43M -128,459 -57%
NW
107
NewEdge Wealth
Pennsylvania
$4.43M +$4.23M +84,470 +2,117%
CA
108
Callahan Advisors
Texas
$4.39M -$218K -4,348 -5%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$4.3M -$122K -2,434 -3%
WCM
110
WealthBridge Capital Management
Ohio
$4.25M +$128K +2,550 +3%
HWAM
111
Hennion & Walsh Asset Management
New Jersey
$4.12M +$108K +2,165 +3%
VIM
112
Vista Investment Management
Pennsylvania
$4.11M -$771K -15,416 -16%
CGL
113
Clarius Group LLC
Washington
$4.02M -$9.79M -195,722 -71%
PMG
114
ProVise Management Group
Florida
$3.88M -$193K -3,858 -5%
CCM
115
Covington Capital Management
California
$3.86M -$563K -11,250 -13%
MP
116
McDonald Partners
Ohio
$3.86M -$99K -1,978 -3%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$3.79M +$3.79M +75,828 New
PAG
118
Private Advisor Group
New Jersey
$3.79M -$78.9K -1,576 -2%
GMA
119
Glassy Mountain Advisors
Maryland
$3.73M +$537K +10,733 +17%
B
120
Brightworth
Georgia
$3.71M +$2K +40 +0.1%
PGAM
121
Princeton Global Asset Management
New Jersey
$3.68M +$52.4K +1,047 +1%
AI
122
Atria Investments
North Carolina
$3.58M -$1.95M -39,064 -35%
ZIM
123
Zacks Investment Management
Illinois
$3.58M -$136K -2,723 -4%
VF
124
Vista Finance
Missouri
$3.57M +$3.57M +71,317 New
GWAM
125
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.44M -$221K -4,410 -6%