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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$766M 15,301,009 +3,448,345 +29%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$724M 14,466,474 +573,577 +4%
SW
3
SVB Wealth
Massachusetts
$363M 7,245,784 -541,235 -7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$260M 5,200,385 +3,773,723 +265%
S
5
SignatureFD
Georgia
$198M 3,950,182 +1,240,054 +46%
UBS Group
6
UBS Group
Switzerland
$155M 3,098,923 +112,726 +4%
BlackRock
7
BlackRock
New York
$95.5M 1,908,784 +77,301 +4%
DWM
8
Doyle Wealth Management
Florida
$87.7M 1,752,218 +1,161,272 +197%
GA
9
Gateway Advisory
New Jersey
$72M 1,439,754 -6,372 -0.4%
BWM
10
Baystate Wealth Management
Massachusetts
$70.6M 1,411,262 +374,469 +36%
RJA
11
Raymond James & Associates
Florida
$69.5M 1,389,742 +160,249 +13%
BF
12
BOK Financial
Oklahoma
$63.9M 1,276,860 +7,334 +0.6%
FDCC
13
Foster Dykema Cabot & Co
Massachusetts
$58.4M 1,167,639 +1,167,639 New
MML Investors Services
14
MML Investors Services
Massachusetts
$53.3M 1,064,594 +822,067 +339%
Jane Street
15
Jane Street
New York
$47.7M 952,753 +952,753 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$44.2M 883,022 -100,223 -10%
AA
17
Acorns Advisers
California
$40.1M 800,871 +75,531 +10%
CA
18
Capital Advantage
California
$36.6M 732,249 +611,321 +506%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$36.1M 722,359 +34,482 +5%
MCM
20
MV Capital Management
Maryland
$34.1M 681,493 +151,044 +28%
LPL Financial
21
LPL Financial
California
$33.7M 674,148 +162,854 +32%
WAG
22
Winthrop Advisory Group
Massachusetts
$33.4M 667,336 -41,425 -6%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$31.9M 638,552 +638,552 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$30.9M 617,333 -20,296 -3%
SAM
25
SP Asset Management
California
$30.5M 609,196 -154,333 -20%