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icono de ICSH

iShares Ultra Short Duration Bond Active ETF
ICSH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fidelity Investments
1
Fidelity Investments
Massachusetts
USD 244 M +USD 69.4 M +1,374,321 +40%
UBS Group
2
UBS Group
Switzerland
USD 216 M -USD 22 M -434,859 -9%
Foster Dykema Cabot & Partners
3
Foster Dykema Cabot & Partners
Massachusetts
USD 214 M +USD 3.74 M +74,100 +2%
Bank of America
4
Bank of America
North Carolina
USD 198 M +USD 9.32 M +184,394 +5%
LPL Financial
5
LPL Financial
California
USD 193 M +USD 22.8 M +450,234 +13%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
USD 159 M +USD 147 M +2,908,587 +1,235%
BOK Financial Private Wealth
7
BOK Financial Private Wealth
Colorado
USD 106 M +USD 102 M +2,021,916 +2,666%
Temasek Holdings
8
Temasek Holdings
Singapore
USD 100 M – – –
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
USD 98 M +USD 10.6 M +210,001 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 94.3 M +USD 9.8 M +193,998 +12%
Donaldson Capital Management
11
Donaldson Capital Management
Indiana
USD 86.4 M -USD 11 M -217,230 -11%
Raymond James Financial
12
Raymond James Financial
Florida
USD 69.7 M +USD 2.38 M +47,034 +4%
Iron Gate Global Advisors
13
Iron Gate Global Advisors
Utah
USD 69.2 M +USD 9.6 M +190,053 +16%
Winthrop Advisory Group
14
Winthrop Advisory Group
Massachusetts
USD 68.8 M +USD 6.86 M +135,806 +11%
Summit Financial
15
Summit Financial
New Jersey
USD 60.8 M +USD 56.7 M +1,121,777 +1,380%
Foster Group
16
Foster Group
Iowa
USD 59.8 M +USD 3.14 M +62,177 +6%
Acorns Advisers
17
Acorns Advisers
California
USD 54.4 M +USD 608 k +12,025 +1%
Diversified Portfolios Inc
18
Diversified Portfolios Inc
Michigan
USD 54.3 M -USD 1.47 M -29,143 -3%
BlackRock
19
BlackRock
New York
USD 52.6 M -USD 22.2 M -439,046 -30%
Mariner
20
Mariner
Kansas
USD 47.8 M -USD 1.33 M -26,309 -3%
MA
21
Macro Advisors
Pennsylvania
USD 47 M +USD 15.2 M +301,241 +48%
Osaic Holdings
22
Osaic Holdings
Arizona
USD 46.1 M +USD 25.7 M +509,399 +127%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
USD 42.5 M -USD 1.22 M -24,124 -3%
VBFP
24
Valtinson Bruner Financial Planning
Minnesota
USD 41.1 M +USD 2.45 M +48,500 +6%
Prosperity Consulting Group
25
Prosperity Consulting Group
Maryland
USD 38.5 M -USD 6.64 M -131,487 -15%
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