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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

411 hedge funds and large institutions have $5.03B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
7.11%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
46
Increased
144
Reduced
170
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$204M
2
GA
Gateway Advisory
New Jersey
+$92.7M
3
BlackRock
BlackRock
New York
+$72.1M
4
S
SignatureFD
Georgia
+$45.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$29.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$117M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.5M
3
CCA
Clearwater Capital Advisors
Illinois
-$24.5M
4
MML Investors Services
MML Investors Services
Massachusetts
-$17.8M
5
PFA
Peak Financial Advisors
Colorado
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
251
Maltin Wealth Management
New Jersey
$853K +$2.55K +51 +0.3%
PA
252
PFG Advisors
Arizona
$824K -$35.5K -709 -4%
CCFM
253
Clear Creek Financial Management
Washington
$823K +$479K +9,578 +139%
JIP
254
Jaffetilchin Investment Partners
Florida
$809K +$3.25K +65 +0.4%
HCA
255
Harbour Capital Advisors
Virginia
$795K -$264K -5,293 -25%
ASN
256
Advisory Services Network
Georgia
$788K -$362K -7,242 -31%
ATWA
257
Arbor Trust Wealth Advisors
Michigan
$753K -$60.1K -1,200 -7%
WA
258
Wealth Architects
California
$745K -$3.7K -74 -0.5%
BWFA
259
Baltimore-Washington Financial Advisors
Maryland
$740K +$740K +1,480 New
TPWA
260
TRUE Private Wealth Advisors
Oregon
$734K +$2.45K +49 +0.3%
CBFP
261
Cedar Brook Financial Partners
Ohio
$713K +$37.2K +743 +6%
Truist Financial
262
Truist Financial
North Carolina
$709K +$97.9K +1,958 +16%
HF
263
HRT Financial
New York
$709K +$709K +14,186 New
HH
264
Hilltop Holdings
Texas
$706K +$706K +14,109 New
Wells Fargo
265
Wells Fargo
California
$688K +$465K +9,284 +208%
KFGK
266
Keystone Financial Group (Kentucky)
Kentucky
$687K -$20.2K -405 -3%
AC
267
Applied Capital
Arkansas
$685K -$1.06M -21,143 -61%
PMA
268
Prudent Man Advisors
Illinois
$679K +$679K +13,575 New
OMC
269
Old Mission Capital
Illinois
$677K -$1.5M -30,085 -69%
IGWM
270
ICA Group Wealth Management
Colorado
$675K – – –
EIA
271
Eldridge Investment Advisors
New Hampshire
$667K -$50 -1 -0%
VFIC
272
Valley Forge Investment Consultants
Pennsylvania
$664K +$250 +5 +0%
BWP
273
Balboa Wealth Partners
Arizona
$650K +$650K +13,000 New
NL
274
NWAM LLC
Washington
$641K +$178K +3,563 +38%
JJBC
275
James J. Burns & Company
New York
$628K +$628K +12,552 New
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