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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.

New
Increased
Maintained
Reduced
Closed
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 %
GC
126
Gratus Capital
Georgia
$3.38M +$1.67M +33,312 +98%
SI
127
Stephens Inc
Arkansas
$3.32M -$24.1K -481 -0.7%
MSWMA
128
Market Street Wealth Management Advisors
Indiana
$3.3M +$3.3M +65,983 New
WWM
129
WT Wealth Management
Arizona
$3.27M -$3.58M -71,456 -52%
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$3.26M -$243K -4,850 -7%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$3.19M +$3M +60,013 +1,637%
BCM
132
Brookstone Capital Management
Illinois
$3.18M -$217K -4,344 -6%
CFGS
133
Concourse Financial Group Securities
Alabama
$3.16M +$3.16M +63,137 New
TC
134
TAGStone Capital
North Carolina
$3.13M +$124K +2,483 +4%
JWA
135
JFS Wealth Advisors
Pennsylvania
$3.12M
TWC
136
TD Waterhouse Canada
Ontario, Canada
$3.04M +$236K +4,295 +8%
CM
137
Cornerstone Management
Georgia
$2.95M +$170K +3,401 +6%
CWM
138
Cahaba Wealth Management
Georgia
$2.95M -$572K -11,428 -16%
SBL
139
Sargent Bickham Lagudis
Colorado
$2.94M -$5.48M -109,514 -65%
RA
140
RFG Advisory
Alabama
$2.93M +$2.93M +58,546 New
AAS
141
Ameritas Advisory Services
Nebraska
$2.9M +$2.9M +57,891 New
Mariner
142
Mariner
Kansas
$2.83M +$1.27M +25,349 +81%
AWMS
143
Advocacy Wealth Management Services
Georgia
$2.83M -$55.4K -1,108 -2%
PCIA
144
Prime Capital Investment Advisors
Kansas
$2.81M -$38.7K -774 -1%
KWM
145
Kingsview Wealth Management
Oregon
$2.78M -$271K -5,416 -9%
SCP
146
Seizert Capital Partners
Michigan
$2.68M
SB
147
Strategic Blueprint
Georgia
$2.67M +$42.5K +850 +2%
CCB
148
Country Club Bank
Missouri
$2.65M +$246K +4,919 +10%
SWA
149
Stratos Wealth Advisors
Ohio
$2.64M +$538K +10,756 +26%
GC
150
Grimes & Company
Massachusetts
$2.63M +$150K +2,993 +6%