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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.76%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$155M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$34.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$577M
4
FG
4
Foster Group
Iowa
$31.6M
5
TWP
5
Tempus Wealth Planning
California
$32.2M

Top Sellers

1
GA
1
Gateway Advisory
New Jersey
$1.9M
2
Bank of America
2
Bank of America
North Carolina
$394M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$591M
4
BlackRock
4
BlackRock
New York
$204M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$98.5M
Name Market Value Shares Shares
Change 		Shares
Change %
NEPPG
351
New England Professional Planning Group
Rhode Island
$246K 4,897 – –
SFP
352
Sandbox Financial Partners
Maryland
$245K 4,877 -2,453 -33%
DC
353
Davenport & Co
Virginia
$241K 4,803 -211 -4%
BTWM
354
Baker Tilly Wealth Management
Wisconsin
$236K 4,690 -115,337 -96%
MWM
355
Meridian Wealth Management
Kentucky
$234K 4,652 +4,652 New
CWA
356
Clarity Wealth Advisors
California
$229K 4,554 -3,271 -42%
LWM
357
LJI Wealth Management
Indiana
$227K 4,510 -34,803 -89%
FAM
358
Formidable Asset Management
Ohio
$225K 4,500 +4,500 New
SRC
359
Shufro Rose & Co
New York
$225K 4,469 +4,469 New
Truist Financial
360
Truist Financial
North Carolina
$224K 4,454 +183 +4%
SG
361
StoneX Group
New York
$221K 4,404 +8 +0.2%
WP
362
WealthShield Partners
North Carolina
$220K 4,370 -130 -3%
SC
363
Scotia Capital
Ontario, Canada
$216K 4,290 – –
SPAS
364
Spectrum Planning & Advisory Services
California
$214K 4,262 -102 -2%
SWM
365
Seed Wealth Management
Illinois
$214K 4,255 – –
ATWA
366
Arbor Trust Wealth Advisors
Michigan
$210K 4,189 -1,710 -29%
PNC Financial Services Group
367
PNC Financial Services Group
Pennsylvania
$206K 4,107 – –
GCA
368
Guardian Capital Advisors
Ontario, Canada
$206K 4,100 -3,700 -47%
CA
369
Continuum Advisory
Idaho
$203K 4,043 +4,043 New
WPW
370
Watershed Private Wealth
Illinois
$202K 4,021 – –
EWM
371
Elmwood Wealth Management
California
$201K 4,000 – –
BBA
372
BLB&B Advisors
Pennsylvania
$201K 3,999 – –
WTC
373
WhitTier Trust Company
Nevada
$200K 3,984 -14,163 -78%
FP
374
Financial Perspectives
Minnesota
$185K 3,678 -20,153 -85%
SPIA
375
Steward Partners Investment Advisory
New York
$175K 3,485 -5,799 -62%
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