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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$189M
2
Bank of America
Bank of America
North Carolina
+$173M
3
S
SignatureFD
Georgia
+$62.1M
4
FDCC
Foster Dykema Cabot & Co
Massachusetts
+$58.4M
5
DWM
Doyle Wealth Management
Florida
+$58.1M

Top Sellers

1
SLF
Sun Life Financial
Ontario, Canada
-$172M
2
SW
SVB Wealth
Massachusetts
-$27.1M
3
SRC
Shufro Rose & Co
New York
-$16M
4
JWM
Jackson Wealth Management
Florida
-$12.9M
5
IGGA
Iron Gate Global Advisors
Utah
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
226
Park Avenue Securities
New York
$1.06M +$1.06M +21,270 New
HCA
227
Harbour Capital Advisors
Virginia
$1.06M -$189K -3,784 -15%
RWI
228
Red Wave Investments
Pennsylvania
$1.06M +$8.01K +160 +0.8%
MWM
229
Mattern Wealth Management
Kansas
$1.02M – – –
CCWA
230
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$997K -$294K -5,867 -23%
TCM
231
Tradewinds Capital Management
Washington
$996K +$1.9K +38 +0.2%
HT
232
Heritage Trust
Oklahoma
$993K – – –
PS
233
Portfolio Solutions
Michigan
$966K +$370K +7,402 +62%
AAS
234
Avantax Advisory Services
Texas
$953K +$953K +19,047 New
RCAG
235
Rehmann Capital Advisory Group
Michigan
$940K +$476K +9,511 +103%
WMG
236
WESCAP Management Group
California
$930K -$74.7K -1,494 -7%
VA
237
Valmark Advisers
Ohio
$929K +$179K +3,576 +24%
CAL
238
Capital Advisors Ltd
Ohio
$929K +$202K +4,036 +28%
SG
239
Stonnington Group
California
$906K +$534K +10,670 +143%
MA
240
Mutual Advisors
Nebraska
$894K -$197K -3,945 -18%
AF
241
Advisornet Financial
Minnesota
$886K +$104K +2,084 +13%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$884K +$450 +9 +0.1%
C
243
Certuity
Florida
$883K -$2.18M -43,478 -71%
CSWG
244
Cardinal Strategic Wealth Guidance
Kentucky
$882K -$1.57M -31,411 -64%
WAM
245
WNY Asset Management
New York
$881K +$881K +17,598 New
PA
246
PFG Advisors
Arizona
$860K -$66.6K -1,331 -7%
SEP
247
Southland Equity Partners
Missouri
$853K -$22.7K -453 -3%
MWM
248
Maltin Wealth Management
New Jersey
$851K -$117K -2,343 -12%
ATWA
249
Arbor Trust Wealth Advisors
Michigan
$812K +$812K +16,232 New
JIP
250
Jaffetilchin Investment Partners
Florida
$806K +$700 +14 +0.1%
8 9
10
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