ICSH icon

iShares Ultra Short Duration Bond Active ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
251
Glass Jacobson Investment Advisors
Maryland
$707K
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$695K +$695K +13,808 New
AF
253
Advisornet Financial
Minnesota
$692K -$84.2K -1,671 -11%
BOH
254
Bank of Hawaii
Hawaii
$691K -$792K -15,733 -53%
CAC
255
Certified Advisory Corp
Florida
$675K -$28.5K -565 -4%
HCP
256
Hexagon Capital Partners
Arkansas
$668K -$466K -9,262 -41%
CCB
257
Country Club Bank
Missouri
$657K -$80.3K -1,595 -11%
SFG
258
SevenBridge Financial Group
Pennsylvania
$655K -$126K -2,500 -16%
ACP
259
Aveo Capital Partners
Colorado
$653K -$707K -14,032 -52%
LCGC
260
Legacy Capital Group California
California
$652K -$418K -8,302 -39%
OMC
261
Old Mission Capital
Illinois
$648K +$648K +12,876 New
NAM
262
NorthCrest Asset Manangement
Minnesota
$635K -$9.87K -196 -2%
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$622K +$622K +12,347 New
NCM
264
New Capital Management
Texas
$620K -$184K -3,660 -23%
PJSIMP
265
P.J. Schmidt Investment Management (PJS)
Wisconsin
$615K +$202K +3,994 +49%
CCM
266
Condor Capital Management
New Jersey
$613K -$523K -10,385 -46%
MTC
267
Matrix Trust Company
Colorado
$610K +$472K +9,379 +344%
SEP
268
Southland Equity Partners
Missouri
$600K -$24.8K -492 -4%
LEFP
269
Leading Edge Financial Planning
Tennessee
$599K -$168K -3,330 -22%
CW
270
Connectus Wealth
Ohio
$598K
ARG
271
Advisory Resource Group
Oklahoma
$596K +$3.27K +65 +0.6%
Ameriprise
272
Ameriprise
Minnesota
$573K +$192K +3,820 +51%
PA
273
Prossimo Advisors
California
$571K
CFA
274
Capstone Financial Advisors
Illinois
$570K +$12.7K +252 +2%
TFG
275
Tilson Financial Group
New Jersey
$567K