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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 %
BWM
201
BCGM Wealth Management
Indiana
$1.37M -$326K -6,515 -19%
PG
202
Proffitt & Goodson
Tennessee
$1.36M +$1M +20,023 +279%
Allianz Asset Management
203
Allianz Asset Management
Germany
$1.36M +$1.36M +27,140 New
MTWM
204
Masso Torrence Wealth Management
New Jersey
$1.35M +$812K +16,235 +151%
SCA
205
Sandy Cove Advisors
Massachusetts
$1.34M -$54.3K -1,085 -4%
UCFA
206
United Capital Financial Advisors
Texas
$1.32M +$114K +2,286 +9%
CA
207
Cetera Advisors
Colorado
$1.32M -$194K -3,878 -13%
CCM
208
Condor Capital Management
New Jersey
$1.3M -$2.08M -41,601 -62%
PWM
209
Perigon Wealth Management
California
$1.28M -$1.05M -21,005 -45%
SCP
210
Syntal Capital Partners
Texas
$1.27M -$417K -8,334 -25%
HCP
211
Hexagon Capital Partners
Arkansas
$1.26M -$31.6K -632 -2%
PFO
212
Pathstone Family Office
New Jersey
$1.24M +$1.24M +24,681 New
LIM
213
Leavell Investment Management
Alabama
$1.23M +$214K +4,276 +21%
EWA
214
Encompass Wealth Advisors
Oregon
$1.22M -$192K -3,840 -14%
WPW
215
Waldron Private Wealth
Pennsylvania
$1.19M -$4.61M -92,093 -79%
US Bancorp
216
US Bancorp
Minnesota
$1.18M
ASN
217
Advisory Services Network
Georgia
$1.15M -$70.8K -1,414 -6%
LIG
218
Lokken Investment Group
Delaware
$1.15M +$213K +4,265 +23%
OSNBOA
219
Old Second National Bank of Aurora
Illinois
$1.14M -$388K -7,746 -25%
CFA
220
Capstone Financial Advisors
Illinois
$1.14M -$722K -14,415 -39%
BWS
221
BCR Wealth Strategies
Alabama
$1.14M +$274K +5,474 +32%
TFGT
222
TS Financial Group (TSFG)
Illinois
$1.13M
SWM
223
SeaCrest Wealth Management
New York
$1.1M -$120K -2,403 -10%
QPWM
224
Quadrant Private Wealth Management
Pennsylvania
$1.1M +$120K +2,402 +12%
MCA
225
Maryland Capital Advisors
Maryland
$1.1M -$575K -11,489 -34%