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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 %
IA
251
IFG Advisory
Georgia
$524K – – –
LG
252
LaFleur & Godfrey
Michigan
$511K – – –
BCI
253
Brinker Capital Investments
Pennsylvania
$511K +$14.6K +292 +3%
ACWM
254
Adams Chetwood Wealth Management
North Carolina
$509K +$509K +10,142 New
MHIC
255
Marble Harbor Investment Counsel
Massachusetts
$502K – – –
CFC
256
Coyle Financial Counsel
Illinois
$498K +$702 +14 +0.1%
PHIC
257
Pine Haven Investment Counsel
Massachusetts
$495K +$201K +4,000 +68%
IIA
258
Integral Investment Advisors
California
$469K +$248K +4,956 +113%
GF
259
Gries Financial
Ohio
$466K -$1.15M -22,867 -71%
GAM
260
Gould Asset Management
California
$466K -$521K -10,397 -53%
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
$449K -$515K -10,272 -53%
RCAG
262
Rehmann Capital Advisory Group
Michigan
$448K +$43.9K +908 +11%
CMP
263
Courage Miller Partners
Virginia
$446K – – –
AWM
264
Alterna Wealth Management
Texas
$435K – – –
CMS
265
Capital Market Strategies
Florida
$432K -$25.1K -501 -5%
GFPC
266
Global Financial Private Client
Florida
$431K +$431K +8,595 New
T
267
TNF
Montana
$425K -$13.8K -276 -3%
GSIS
268
Global Strategic Investment Solutions
Arizona
$424K +$251 +5 +0.1%
WP
269
WealthShield Partners
North Carolina
$423K +$423K +8,429 New
TIAM2
270
Tru Independence Asset Management 2
Oregon
$401K +$401K +7,996 New
GWM
271
GoalFusion Wealth Management
Texas
$401K +$401K +8,000 New
SAM
272
Summit Asset Management
Tennessee
$394K – – –
MFG
273
Merit Financial Group
Georgia
$388K +$173K +3,454 +80%
PSUF
274
People's United Financial
Connecticut
$386K – – –
RRA
275
Round Rock Advisors
Connecticut
$382K -$1.76K -35 -0.5%
9 10
11
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