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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

456 hedge funds and large institutions have $5.34B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+45
Holders Change %
+10.95%
% of All Funds
7.36%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
90
Increased
135
Reduced
193
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$302M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$541M
3
UBS Group
UBS Group
Switzerland
$211M
4
CCA
Clearwater Capital Advisors
Illinois
$41.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$732M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$559M
2
MCM
MV Capital Management
Maryland
$348K
3
Jane Street
Jane Street
New York
$8.03M
4
FDCC
Foster Dykema Cabot & Co
Massachusetts
$32.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIG
226
Lokken Investment Group
Delaware
$1.2M +$18.3K +365 +2%
MSWMA
227
Market Street Wealth Management Advisors
Indiana
$1.19M -$422K -8,431 -26%
FP
228
Financial Perspectives
Minnesota
$1.19M +$567K +11,322 +91%
PWM
229
Perigon Wealth Management
California
$1.18M +$181K +3,625 +18%
BWM
230
Birchcreek Wealth Management
Ohio
$1.18M -$95.6K -1,911 -7%
AAP
231
Arax Advisory Partners
Colorado
$1.17M – – –
WT
232
Whittier Trust
California
$1.15M +$1.15M +23,046 New
TFA
233
Trinity Financial Advisors
Ohio
$1.13M -$1.3M -26,028 -53%
APIM
234
Agate Pass Investment Management
Washington
$1.13M -$263K -5,258 -19%
OPOWM
235
One Plus One Wealth Management
Florida
$1.1M +$676K +13,519 +159%
QPWM
236
Quadrant Private Wealth Management
Pennsylvania
$1.09M +$1.09M +21,759 New
ACP
237
Aveo Capital Partners
Colorado
$1.07M -$11K -219 -1%
PA
238
Prossimo Advisors
California
$1.07M +$1.07M +21,294 New
UCFA
239
United Capital Financial Advisors
Texas
$1.06M -$152K -3,038 -13%
BWS
240
BCR Wealth Strategies
Alabama
$1.06M -$104K -2,086 -9%
Cerity Partners
241
Cerity Partners
New York
$1.04M +$608K +12,149 +139%
MCA
242
Maryland Capital Advisors
Maryland
$1.04M -$51.6K -1,032 -5%
TA
243
TFB Advisors
Kansas
$1.04M +$1.04M +20,720 New
BWL
244
Bogart Wealth LLC
Virginia
$1.02M -$396K -7,912 -28%
AAS
245
Avantax Advisory Services
Texas
$1.02M +$37.4K +748 +4%
TCM
246
Tradewinds Capital Management
Washington
$1.01M +$10K +200 +1%
VA
247
Valmark Advisers
Ohio
$1.01M +$15.1K +301 +2%
CCWA
248
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$997K – – –
MSWM
249
McGlone Suttner Wealth Management
Wisconsin
$993K +$993K +19,849 New
HT
250
Heritage Trust
Oklahoma
$993K – – –
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