ICSH icon

iShares Ultra Short Duration Bond Active ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FP
276
Financial Perspectives
Minnesota
$626K +$626K +12,509 New
GWM
277
GoalFusion Wealth Management
Texas
$612K +$212K +4,235 +53%
CFA
278
Capstone Financial Advisors
Illinois
$607K -$531K -10,604 -47%
CPW
279
Catalyst Private Wealth
California
$600K
DADC
280
D.A. Davidson & Co
Montana
$599K -$25K -500 -4%
PCFFS
281
Pacific Center for Financial Services
California
$599K +$14.5K +289 +2%
AP
282
Americana Partners
Texas
$590K -$17.8K -357 -3%
AP
283
Appleton Partners
Massachusetts
$574K -$100K -2,000 -15%
RBFC
284
Roman Butler Fullerton & Co
Missouri
$569K +$569K +11,400 New
OIA
285
OneDigital Investment Advisors
Kansas
$550K -$189K -3,780 -26%
OPS
286
Orion Portfolio Solutions
Nebraska
$547K +$1.95K +39 +0.4%
SFS
287
Searcy Financial Services
Kansas
$547K +$23.6K +472 +5%
AWM
288
Apollon Wealth Management
South Carolina
$546K +$546K +10,922 New
BCI
289
Brinker Capital Investments
Pennsylvania
$524K +$200 +4 +0%
CFC
290
Coyle Financial Counsel
Illinois
$522K -$12.9K -258 -2%
GF
291
Gries Financial
Ohio
$514K +$514K +10,270 New
Creative Planning
292
Creative Planning
Kansas
$509K +$196K +3,921 +63%
William Blair & Company
293
William Blair & Company
Illinois
$497K -$1.56M -31,184 -76%
TCMP
294
Thrive Capital Management (Pennsylvania)
Pennsylvania
$495K -$199K -3,977 -29%
WFA
295
Wipfli Financial Advisors
Wisconsin
$487K +$117K +2,349 +32%
RMAM
296
Raab & Moskowitz Asset Management
New Jersey
$479K +$164K +3,277 +52%
ACM
297
Advisors Capital Management
New Jersey
$473K -$42.7K -854 -8%
SPIA
298
Steward Partners Investment Advisory
New York
$469K -$228K -4,558 -33%
GAM
299
Gould Asset Management
California
$467K +$1.1K +22 +0.2%
MHS
300
M Holdings Securities
Oregon
$460K -$69.2K -1,383 -13%