ICSH icon

iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
SW
SVB Wealth
Massachusetts
+$390M
2
Bank of America
Bank of America
North Carolina
+$317M
3
S
SignatureFD
Georgia
+$136M
4
CCA
Clearwater Capital Advisors
Illinois
+$33M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$27.3M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$172M
2
BlackRock
BlackRock
New York
-$156M
3
Jane Street
Jane Street
New York
-$22.8M
4
Stifel Financial
Stifel Financial
Missouri
-$21.7M
5
CA
CoreCap Advisors
Michigan
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
226
Capital Advisors Ltd
Ohio
$728K +$515K +10,273 +242%
RPSA
227
Richard P. Slaughter Associates
Texas
$724K -$201K -4,016 -22%
NL
228
NWAM LLC
Washington
$716K +$11.4K +227 +2%
KFGK
229
Keystone Financial Group (Kentucky)
Kentucky
$710K +$67.7K +1,350 +11%
SWM
230
Spire Wealth Management
Virginia
$688K +$151K +3,003 +28%
SCA
231
Stokes Capital Advisors
South Carolina
$685K +$685K +13,650 New
TPWA
232
TRUE Private Wealth Advisors
Oregon
$677K -$143K -2,860 -17%
AP
233
Appleton Partners
Massachusetts
$676K +$676K +13,483 New
IIC
234
Ironwood Investment Counsel
Arizona
$649K -$761K -15,197 -54%
SRC
235
Sage Rhino Capital
California
$633K – – –
AP
236
Americana Partners
Texas
$631K +$86.2K +1,742 +16%
FCIM
237
Fairview Capital Investment Management
California
$614K – – –
CPW
238
Catalyst Private Wealth
California
$602K – – –
BCA
239
Bay Colony Advisors
Massachusetts
$599K +$26K +518 +5%
PS
240
Portfolio Solutions
Michigan
$597K +$597K +11,911 New
PCFFS
241
Pacific Center for Financial Services
California
$590K -$261K -5,208 -31%
FSA
242
Financial Sense Advisors
California
$590K +$590K +11,774 New
T
243
TCWP
Ohio
$588K -$52.3K -1,042 -8%
SFS
244
Searcy Financial Services
Kansas
$585K +$18.1K +360 +3%
SPIA
245
Steward Partners Investment Advisory
New York
$573K +$149K +2,971 +35%
WANY
246
Wealthspire Advisors (New York)
New York
$571K -$332K -6,620 -37%
WA
247
Wealth Architects
California
$551K +$9.18K +183 +2%
MTWM
248
Masso Torrence Wealth Management
New Jersey
$540K +$540K +10,768 New
ACM
249
Advisors Capital Management
New Jersey
$529K -$272K -5,411 -34%
OPS
250
Orion Portfolio Solutions
Nebraska
$527K +$128K +2,560 +32%
8 9
10
11 12