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iShares Ultra Short Duration Bond Active ETF

374 hedge funds and large institutions have $3.38B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 137 reducing their positions, and 32 closing their positions.

Holders
374
Holders Change
+40
Holders Change %
+11.98%
% of All Funds
5.78%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
78
Increased
121
Reduced
137
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$678M 13,445,563 +508,684 +4%
Bank of America
2
Bank of America
North Carolina
$279M 5,540,410 -315,611 -5%
BlackRock
3
BlackRock
New York
$249M 4,947,428 +3,043,370 +160%
RJA
4
Raymond James & Associates
Florida
$235M 4,658,442 +433,494 +10%
SLF
5
Sun Life Financial
Ontario, Canada
$172M 3,422,000 +2,929,000 +594%
UBS Group
6
UBS Group
Switzerland
$130M 2,570,015 +36,437 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$73.9M 1,466,493 -337,547 -19%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$50M 991,362 +33,526 +4%
Stifel Financial
9
Stifel Financial
Missouri
$48.5M 962,612 +597,280 +163%
GA
10
Gateway Advisory
New Jersey
$47.6M 945,549 +905,564 +2,265%
BF
11
BOK Financial
Oklahoma
$46M 913,786 +397,104 +77%
SAM
12
SP Asset Management
California
$45.7M 908,578 -312,796 -26%
WAG
13
Winthrop Advisory Group
Massachusetts
$33.8M 670,723 -24,912 -4%
AA
14
Acorns Advisers
California
$33.3M 661,748 +1,076 +0.2%
BWM
15
Baystate Wealth Management
Massachusetts
$33.3M 660,356 +21,265 +3%
RBC
16
Roble Belko & Company
Pennsylvania
$31.9M 633,150 -3,929 -0.6%
MCM
17
MV Capital Management
Maryland
$28M 554,782 -633 -0.1%
LPL Financial
18
LPL Financial
California
$26.2M 520,891 -190,756 -27%
CWM
19
Congress Wealth Management
Massachusetts
$25.3M 502,859 +502,859 New
HTC
20
Haverford Trust Company
Pennsylvania
$24.8M 491,298 -14,852 -3%
DWM
21
Doyle Wealth Management
Florida
$24.6M 487,373 +20,617 +4%
BFPW
22
BOK Financial Private Wealth
Colorado
$23.8M 471,373 -68,038 -13%
Jane Street
23
Jane Street
New York
$22.8M 452,706 +452,706 New
DCM
24
Donaldson Capital Management
Indiana
$21.9M 434,336 +14,890 +4%
SSWM
25
Smith Salley Wealth Management
North Carolina
$21.5M 427,171 +86,031 +25%