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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

411 hedge funds and large institutions have $4.55B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 178 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.55%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.54%
New
41
Increased
135
Reduced
178
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Acute Investment Advisory
Arizona
$42.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$57.2M
3
FGAM
3
Financial Gravity Asset Management
Texas
$22.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$65.8M
5
DCM
5
Donaldson Capital Management
Indiana
$85.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$256M
2
SW
2
SVB Wealth
Massachusetts
$95.6M
3
Cerity Partners
3
Cerity Partners
New York
$207M
4
BIA
4
Bell Investment Advisors
California
$291K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$617M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
276
FOCUS Wealth Advisors
Texas
$520K -$5.31M -105,496 -91%
AWM
277
Accurate Wealth Management
Florida
$507K +$72.7K +1,446 +17%
SFS
278
Searcy Financial Services
Kansas
$504K -$4.99K -99 -1%
Franklin Resources
279
Franklin Resources
California
$504K +$504K +10,000 New
CFC
280
Coyle Financial Counsel
Illinois
$502K +$31K +616 +7%
Thrivent Financial for Lutherans
281
Thrivent Financial for Lutherans
Minnesota
$502K -$414K -8,212 -45%
HAG
282
HF Advisory Group
Maryland
$490K +$20.2K +400 +4%
FCH
283
Freestone Capital Holdings
Washington
$489K -$1.01M -20,037 -67%
CPRC
284
Consolidated Portfolio Review Corp
New York
$489K – – –
AC
285
Applied Capital
Arkansas
$478K -$133K -2,631 -22%
TC
286
TownSquare Capital
Utah
$477K +$65.5K +1,300 +16%
EWA
287
EP Wealth Advisors
California
$476K -$3.56M -70,660 -88%
GAM
288
Gould Asset Management
California
$474K +$3.53K +70 +0.7%
PIA
289
Perennial Investment Advisors
California
$473K +$4.89K +97 +1%
VCA
290
Verdence Capital Advisors
Maryland
$464K +$464K +9,209 New
SRC
291
Shufro Rose & Co
New York
$453K +$76.8K +1,525 +20%
Prudential Financial
292
Prudential Financial
New Jersey
$446K +$446K +8,853 New
AWM
293
Alterna Wealth Management
Texas
$437K – – –
MSWMA
294
Market Street Wealth Management Advisors
Indiana
$435K +$1.26K +25 +0.3%
FA
295
Fortis Advisors
Pennsylvania
$433K +$4.99K +99 +1%
Millennium Management
296
Millennium Management
New York
$427K +$427K +8,483 New
PFO
297
Pathstone Family Office
New Jersey
$425K – – –
PIA
298
Pinion Investment Advisors
Kansas
$422K +$1.36K +27 +0.3%
SRC
299
Sage Rhino Capital
California
$421K -$2.78M -55,159 -87%
MSWM
300
McGlone Suttner Wealth Management
Wisconsin
$419K +$3.33K +66 +0.8%
10 11
12
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