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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 %
DPI
176
Diversified Portfolios Inc
Michigan
$1.81M -$6.21M -124,123 -77%
MMA
177
Miracle Mile Advisors
California
$1.81M -$1.8M -36,015 -50%
MCC
178
Money Concepts Capital
Florida
$1.79M +$132K +2,630 +8%
AC
179
Applied Capital
Arkansas
$1.74M -$108K -2,149 -6%
PWA
180
Physician Wealth Advisors
Utah
$1.72M -$900K -17,997 -34%
RF
181
Resolute Financial
Massachusetts
$1.7M +$554K +11,076 +48%
NFG
182
Nations Financial Group
Iowa
$1.69M +$84.9K +1,697 +5%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$1.63M +$1.63M +32,582 New
IA
184
IFP Advisors
Florida
$1.63M
IFS
185
Ifrah Financial Services
Arkansas
$1.61M +$1.61M +32,214 New
FAM
186
Forte Asset Management
New York
$1.58M +$1.58M +31,545 New
KAS
187
Kestra Advisory Services
Texas
$1.58M +$190K +3,803 +14%
CPP
188
Capasso Planning Partners
South Carolina
$1.57M
BWM
189
Birchcreek Wealth Management
Ohio
$1.53M -$43.7K -873 -3%
JWCA
190
J.W. Cole Advisors
Florida
$1.49M +$179K +3,570 +14%
VIA
191
Vident Investment Advisory
Georgia
$1.49M +$1.49M +29,761 New
RPGK
192
Retirement Planning Group (Kansas)
Kansas
$1.48M -$837K -16,722 -36%
RCS
193
Retirement Capital Strategies
California
$1.46M +$1.46M +29,173 New
NL
194
NVWM LLC
Pennsylvania
$1.45M +$174K +3,469 +14%
VAS
195
Valicenti Advisory Services
New York
$1.42M +$259K +5,182 +22%
AWM
196
Altus Wealth Management
Kentucky
$1.42M -$257K -5,141 -15%
CCM
197
Crabel Capital Management
California
$1.41M +$9.26K +185 +0.7%
BCA
198
Bray Capital Advisors
Florida
$1.39M +$1.26M +25,195 +973%
BA
199
Bristlecone Advisors
Washington
$1.39M -$82K -1,639 -6%
AWM
200
Aprio Wealth Management
Georgia
$1.37M -$1.3M -26,002 -49%