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iShares Ultra Short Duration Bond Active ETF

411 hedge funds and large institutions have $5.03B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 42 closing their positions.

Holders
411
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
7.11%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
46
Increased
144
Reduced
170
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$697M 13,936,012 -530,462 -4%
Bank of America
2
Bank of America
North Carolina
$648M 12,955,520 -2,345,489 -15%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$464M 9,275,890 +4,075,505 +78%
SW
4
SVB Wealth
Massachusetts
$371M 7,418,025 +172,241 +2%
S
5
SignatureFD
Georgia
$243M 4,852,507 +902,325 +23%
UBS Group
6
UBS Group
Switzerland
$172M 3,438,665 +339,742 +11%
BlackRock
7
BlackRock
New York
$168M 3,349,996 +1,441,212 +76%
GA
8
Gateway Advisory
New Jersey
$165M 3,293,561 +1,853,807 +129%
DWM
9
Doyle Wealth Management
Florida
$91.4M 1,827,207 +74,989 +4%
RJA
10
Raymond James & Associates
Florida
$66.7M 1,333,071 -56,671 -4%
FDCC
11
Foster Dykema Cabot & Co
Massachusetts
$60M 1,200,254 +32,615 +3%
BF
12
BOK Financial
Oklahoma
$57.5M 1,148,909 -127,951 -10%
BWM
13
Baystate Wealth Management
Massachusetts
$57.1M 1,141,148 -270,114 -19%
CA
14
Capital Advantage
California
$47.5M 948,808 +216,559 +30%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$45.2M 903,678 +20,656 +2%
AA
16
Acorns Advisers
California
$41.1M 821,907 +21,036 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$40M 799,412 +592,141 +286%
Jane Street
18
Jane Street
New York
$36.9M 737,138 -215,615 -23%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$36.4M 728,238 +110,905 +18%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$35.7M 713,292 -9,067 -1%
MML Investors Services
21
MML Investors Services
Massachusetts
$35.5M 709,024 -355,570 -33%
MCM
22
MV Capital Management
Maryland
$34M 680,840 -653 -0.1%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$33.4M 668,121 +29,569 +5%
WAG
24
Winthrop Advisory Group
Massachusetts
$33M 659,492 -7,844 -1%
LPL Financial
25
LPL Financial
California
$32.1M 641,294 -32,854 -5%