ICSH icon

iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $4.68B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+45
Holders Change %
+12.2%
% of All Funds
7%
Holding in Top 10
45
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+50%
% of All Funds
0.76%
New
82
Increased
132
Reduced
139
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CMS
351
Capital Market Strategies
Florida
$232K -$200K -3,983 -46%
FIM
352
Freedom Investment Management
Connecticut
$232K -$13.2K -263 -5%
HWMA
353
Heritage Wealth Management (Arizona)
Arizona
$230K
GFPC
354
Global Financial Private Client
Florida
$228K -$202K -4,036 -47%
SPAS
355
Spectrum Planning & Advisory Services
California
$224K -$4.51K -90 -2%
SSCA
356
South Shore Capital Advisors
Massachusetts
$223K -$17.3K -346 -7%
Wells Fargo
357
Wells Fargo
California
$223K -$7.2K -144 -3%
FPAS
358
Focus Partners Advisor Solutions
Missouri
$223K
PIA
359
Perennial Investment Advisors
California
$223K +$223K +4,450 New
NEPPG
360
New England Professional Planning Group
Rhode Island
$221K
BCM
361
Boltwood Capital Management
California
$210K +$210K +4,200 New
KFP
362
KMG Fiduciary Partners
Ohio
$205K +$301 +6 +0.1%
SWP
363
Stratos Wealth Partners
Ohio
$205K +$205K +4,095 New
BBW
364
Blue Barn Wealth
Utah
$204K
MOS
365
MGO One Seven
Ohio
$204K +$204K +4,075 New
NFP
366
Narus Financial Partners
Utah
$203K
BBA
367
BLB&B Advisors
Pennsylvania
$200K
SFG
368
StrategIQ Financial Group
Indiana
$200K
CBB
369
Citizens Business Bank
California
$200K +$200K +3,985 New
TWM
370
Tradition Wealth Management
Minnesota
$184K -$21.5K -430 -10%
CPA
371
Cardiff Park Advisors
California
$175K +$300 +6 +0.2%
ACA
372
Aptus Capital Advisors
Alabama
$167K -$5.06M -101,245 -97%
CA
373
CoreCap Advisors
Michigan
$155K +$155K +3,092 New
GRP
374
Global Retirement Partners
California
$149K
JWM
375
Janiczek Wealth Management
Colorado
$131K +$131K +2,613 New