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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

428 hedge funds and large institutions have $4.35B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.57%
New
58
Increased
136
Reduced
180
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$27.6M
2
DCM
Donaldson Capital Management
Indiana
+$17.4M
3
AC
Avestar Capital
New York
+$16.7M
4
MIS
Morningstar Investment Services
Illinois
+$16.3M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$15.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$110M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$81.6M
3
SW
SVB Wealth
Massachusetts
-$58M
4
TWP
Tempus Wealth Planning
California
-$25.9M
5
Cerity Partners
Cerity Partners
New York
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
226
Beacon Pointe Advisors
California
$862K +$102K +2,018 +13%
WAM
227
WNY Asset Management
New York
$861K +$19.1K +379 +2%
OIA
228
OneDigital Investment Advisors
Kansas
$854K +$854K +16,952 New
ZF
229
Zhang Financial
Michigan
$847K -$1.06M -21,041 -56%
WANY
230
Wealthspire Advisors (New York)
New York
$844K -$264K -5,233 -24%
SWA
231
Strata Wealth Advisors
Texas
$844K – – –
AC
232
AlphaCore Capital
California
$809K -$10.2K -202 -1%
EWA
233
Exencial Wealth Advisors
Oklahoma
$795K +$795K +15,782 New
MCA
234
Maryland Capital Advisors
Maryland
$790K – – –
TC
235
TownSquare Capital
Utah
$779K +$302K +6,001 +63%
FLPIM
236
F.L. Putnam Investment Management
Massachusetts
$778K +$778K +15,442 New
AP
237
Atwood & Palmer
Missouri
$777K -$101K -2,000 -11%
WCP
238
Wick Capital Partners
Pennsylvania
$771K +$112K +2,229 +17%
CMP
239
Courage Miller Partners
Virginia
$765K – – –
OWA
240
Octavia Wealth Advisors
Ohio
$760K -$145K -2,878 -16%
TC
241
TAGStone Capital
North Carolina
$755K +$34.5K +685 +5%
VCM
242
Violich Capital Management
California
$754K +$754K +14,980 New
William Blair & Company
243
William Blair & Company
Illinois
$754K +$175K +3,476 +30%
SAM
244
Simplify Asset Management
Nevada
$753K -$1.35M -26,884 -64%
RWI
245
Red Wave Investments
Pennsylvania
$734K -$10.6K -210 -1%
QPWM
246
Quadrant Private Wealth Management
Pennsylvania
$732K +$98.5K +1,956 +16%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$731K -$31.3K -622 -4%
AFP
248
Alpha Financial Partners
Kentucky
$721K +$10.1K +201 +1%
Wealthfront Advisers
249
Wealthfront Advisers
California
$720K +$8.41K +167 +1%
CFS
250
CGC Financial Services
Oregon
$707K -$23.5K -467 -3%
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