ICSH icon

iShares Ultra Short Duration Bond Active ETF

410 hedge funds and large institutions have $4.58B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 139 increasing their positions, 176 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
6.47%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.54%
New
43
Increased
139
Reduced
176
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VFIC
251
Valley Forge Investment Consultants
Pennsylvania
$657K +$1.66K +33 +0.3%
SEP
252
Southland Equity Partners
Missouri
$652K -$13.9K -277 -2%
BRWA
253
B. Riley Wealth Advisors
Florida
$631K +$29.2K +580 +5%
AWM
254
Apollon Wealth Management
South Carolina
$611K +$43.5K +865 +8%
BAM
255
Belpointe Asset Management
Nevada
$610K -$4.96M -98,568 -89%
AC
256
Applied Capital
Arkansas
$609K +$50.3K +1,000 +9%
CFA
257
Capstone Financial Advisors
Illinois
$571K -$54.2K -1,077 -9%
PA
258
Prossimo Advisors
California
$570K
TFG
259
Tilson Financial Group
New Jersey
$566K
CIAS
260
CFS Investment Advisory Services
New Jersey
$566K +$109K +2,162 +24%
EH
261
Equitable Holdings
New York
$553K -$37.8K -751 -6%
Northern Trust
262
Northern Trust
Illinois
$552K +$552K +10,979 New
EWA
263
Encompass Wealth Advisors
Oregon
$547K -$89.5K -1,780 -14%
CWA
264
Capital Wealth Alliance
Arizona
$544K +$64.5K +1,282 +13%
CAC
265
Certified Advisory Corp
Florida
$541K +$25.4K +504 +5%
Creative Planning
266
Creative Planning
Kansas
$531K +$11.2K +222 +2%
RPGK
267
Retirement Planning Group (Kansas)
Kansas
$525K -$32.8K -652 -6%
FFA
268
Farther Finance Advisors
California
$522K +$522K +10,375 New
PHIC
269
Pine Haven Investment Counsel
Massachusetts
$515K +$10.1K +200 +2%
SFS
270
Searcy Financial Services
Kansas
$509K -$51.1K -1,016 -9%
PJSIMP
271
P.J. Schmidt Investment Management (PJS)
Wisconsin
$503K -$85.7K -1,705 -15%
FPCP
272
Fort Point Capital Partners
California
$499K -$25K -497 -5%
CPRC
273
Consolidated Portfolio Review Corp
New York
$488K -$210K -4,175 -30%
BWL
274
Bogart Wealth LLC
Virginia
$485K -$310K -6,170 -39%
CFC
275
Coyle Financial Counsel
Illinois
$471K -$3.47K -69 -0.7%