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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 %
WLIM
326
White Lighthouse Investment Management
Massachusetts
$325K – – –
CW
327
CreativeOne Wealth
Kansas
$321K +$71.7K +1,435 +29%
RWA
328
RGT Wealth Advisors
Texas
$320K -$75K -1,500 -19%
PG
329
Proffitt & Goodson
Tennessee
$317K -$1.04M -20,854 -77%
HWM
330
Howard Wealth Management
Connecticut
$315K +$315K +6,308 New
BCA
331
Bay Colony Advisors
Massachusetts
$312K -$7.14K -143 -2%
RF
332
RHS Financial
California
$312K -$2.1K -42 -0.7%
BRC
333
Bell Rock Capital
Delaware
$312K +$312K +6,230 New
PCA
334
Personal Capital Advisors
California
$305K – – –
TC
335
Telemus Capital
Michigan
$301K – – –
BWP
336
BSW Wealth Partners
Colorado
$300K -$85.1K -1,701 -22%
VVP
337
Venture Visionary Partners
Ohio
$297K – – –
VAS
338
Valicenti Advisory Services
New York
$293K -$1.13M -22,577 -79%
MWM
339
Modera Wealth Management
New Jersey
$293K – – –
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$283K -$601K -12,015 -68%
HWA
341
Heritage Wealth Advisors
Virginia
$275K – – –
SCA
342
Snowden Capital Advisors
New York
$273K +$273K +5,470 New
MHR
343
Matthew Hamilton Rosenberg
$267K – – –
MFS
344
Madrona Financial Services
Washington
$260K – – –
SAG
345
Spotlight Asset Group
Illinois
$260K +$260K +5,203 New
CWA
346
Capital Wealth Alliance
Arizona
$260K +$260K +5,213 New
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$258K – – –
DC
348
Davenport & Co
Virginia
$257K +$450 +9 +0.2%
CA
349
CGN Advisors
Kansas
$257K +$257K +5,148 New
SWM
350
Spire Wealth Management
Virginia
$255K -$221K -4,403 -46%
12 13
14
15 16