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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 %
Comerica Bank
326
Comerica Bank
Texas
$308K +$308K +6,114 New
Empower Advisory Group
327
Empower Advisory Group
Colorado
$307K – – –
HSWM
328
Hubbell Strickland Wealth Management
Louisiana
$301K +$1.11K +22 +0.4%
TFA
329
TPG Financial Advisors
Oregon
$300K +$300K +5,953 New
GCA
330
Guardian Capital Advisors
Ontario, Canada
$292K +$60.3K +1,200 +26%
BIA
331
Bell Investment Advisors
California
$291K -$27.4M -543,974 -99%
VFIC
332
Valley Forge Investment Consultants
Pennsylvania
$276K -$382K -7,583 -58%
VVP
333
Venture Visionary Partners
Ohio
$264K – – –
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$263K – – –
NFSG
335
Newbridge Financial Services Group
Florida
$262K +$157K +3,110 +148%
SWM
336
SeaCrest Wealth Management
New York
$255K +$2.52K +50 +1%
SI
337
Stephens Inc
Arkansas
$250K – – –
VCM
338
Virtue Capital Management
Tennessee
$250K – – –
DC
339
Davenport & Co
Virginia
$245K +$1.51K +30 +0.6%
QC
340
Quadrature Capital
United Kingdom
$241K +$241K +4,784 New
BTWM
341
Baker Tilly Wealth Management
Wisconsin
$236K – – –
MWM
342
Meridian Wealth Management
Kentucky
$228K -$10.5K -209 -4%
NEPPG
343
New England Professional Planning Group
Rhode Island
$228K +$26K +516 +13%
MFS
344
Madrona Financial Services
Washington
$224K -$38.1K -756 -15%
OPOWM
345
One Plus One Wealth Management
Florida
$216K – – –
SC
346
Scotia Capital
Ontario, Canada
$216K – – –
PAA
347
Peregrine Asset Advisers
Oregon
$215K +$215K +4,277 New
PG
348
Proffitt & Goodson
Tennessee
$212K +$24.5K +487 +13%
FAM
349
Formidable Asset Management
Ohio
$207K – – –
SPAS
350
Spectrum Planning & Advisory Services
California
$207K -$8.31K -165 -4%
12 13
14
15 16