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iShares Ultra Short Duration Bond Active ETF

369 hedge funds and large institutions have $4.01B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 129 reducing their positions, and 48 closing their positions.

Holders
369
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
5.84%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
51
Increased
138
Reduced
129
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$697M 13,892,897 +447,334 +3%
Bank of America
2
Bank of America
North Carolina
$594M 11,852,664 +6,312,254 +114%
SW
3
SVB Wealth
Massachusetts
$391M 7,787,019 +7,782,994 +193,366%
SLF
4
Sun Life Financial
Ontario, Canada
$172M 3,422,000
UBS Group
5
UBS Group
Switzerland
$150M 2,986,197 +416,182 +16%
S
6
SignatureFD
Georgia
$136M 2,710,128 +2,709,574 +489,093%
BlackRock
7
BlackRock
New York
$91.8M 1,831,483 -3,115,945 -63%
GA
8
Gateway Advisory
New Jersey
$72.5M 1,446,126 +500,577 +53%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$71.5M 1,426,662 -39,831 -3%
BF
10
BOK Financial
Oklahoma
$63.7M 1,269,526 +355,740 +39%
RJA
11
Raymond James & Associates
Florida
$61.7M 1,229,493 -3,428,949 -74%
BWM
12
Baystate Wealth Management
Massachusetts
$52M 1,036,793 +376,437 +57%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$49.3M 983,245 -8,117 -0.8%
SAM
14
SP Asset Management
California
$38.3M 763,529 -145,049 -16%
AA
15
Acorns Advisers
California
$36.4M 725,340 +63,592 +10%
WAG
16
Winthrop Advisory Group
Massachusetts
$35.5M 708,761 +38,038 +6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$34.5M 687,877 +474,978 +223%
CCA
18
Clearwater Capital Advisors
Illinois
$33M 658,065 +658,065 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$32M 637,629 +543,666 +579%
DWM
20
Doyle Wealth Management
Florida
$29.6M 590,946 +103,573 +21%
RBC
21
Roble Belko & Company
Pennsylvania
$29.6M 590,181 -42,969 -7%
MCM
22
MV Capital Management
Maryland
$26.6M 530,449 -24,333 -4%
Stifel Financial
23
Stifel Financial
Missouri
$26.6M 529,643 -432,969 -45%
LPL Financial
24
LPL Financial
California
$25.6M 511,294 -9,597 -2%
BFPW
25
BOK Financial Private Wealth
Colorado
$24.8M 493,912 +22,539 +5%