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iShares Ultra Short Duration Bond Active ETF

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.75%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
126
Sowell Financial Services
Arkansas
$3.52M +$181K +3,610 +5%
SRWM
127
Shira Ridge Wealth Management
California
$3.46M -$425K -8,452 -11%
HWAM
128
Hennion & Walsh Asset Management
New Jersey
$3.45M -$452K -9,001 -12%
FWA
129
FOCUS Wealth Advisors
Texas
$3.41M -$23.4K -465 -0.7%
CM
130
Cornerstone Management
Georgia
$3.37M +$320K +6,367 +10%
CA
131
Cetera Advisors
Colorado
$3.34M +$1.93M +38,434 +137%
NA
132
NewEdge Advisors
Louisiana
$3.23M -$3.38M -67,216 -51%
RF
133
RHS Financial
California
$3.23M +$1.77M +35,317 +122%
CAM
134
Crestone Asset Management
Colorado
$3.22M -$376K -7,490 -10%
SRC
135
Sage Rhino Capital
California
$3.17M -$100K -1,997 -3%
PAS
136
Park Avenue Securities
New York
$3.12M +$1.02M +20,254 +48%
CTA
137
Chesley Taft & Associates
Illinois
$3.08M -$2.2M -43,780 -42%
TYCC
138
Texas Yale Capital Corp
Florida
$3.05M -$526K -10,473 -15%
APIM
139
Agate Pass Investment Management
Washington
$3.02M +$1.89M +37,535 +166%
RWIA
140
Roger Wittlin Investment Advisory
California
$3.02M -$28.1K -560 -0.9%
DADC
141
D.A. Davidson & Co
Montana
$2.95M +$904K +17,991 +44%
AP
142
Atwood & Palmer
Missouri
$2.88M +$85.4K +1,700 +3%
KCM
143
KM Capital Management
Texas
$2.88M +$2.37M +47,076 +458%
CWM
144
Cahaba Wealth Management
Georgia
$2.81M +$18K +359 +0.6%
ZIM
145
Zacks Investment Management
Illinois
$2.8M -$437K -8,692 -14%
AWM
146
Avaii Wealth Management
Wisconsin
$2.7M +$71.6K +1,424 +3%
VF
147
Vista Finance
Missouri
$2.66M -$387K -7,708 -13%
DBT
148
Dubuque Bank & Trust
Iowa
$2.62M -$1.82M -36,310 -41%
GWAM
149
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.49M -$614K -12,228 -20%
KTC
150
Kistler-Tiffany Companies
Pennsylvania
$2.43M -$656K -13,052 -21%