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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

428 hedge funds and large institutions have $4.35B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.57%
New
58
Increased
136
Reduced
180
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$78M
2
DCM
Donaldson Capital Management
Indiana
$103M
3
AC
Avestar Capital
New York
$23.5M
4
MIS
Morningstar Investment Services
Illinois
$27.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$81.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$487M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$535M
3
SW
SVB Wealth
Massachusetts
$37.5M
4
TWP
Tempus Wealth Planning
California
$9.14M
5
Cerity Partners
Cerity Partners
New York
$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
Apollon Wealth Management
South Carolina
$258K -$365K -7,249 -59%
TWC
352
TD Waterhouse Canada
Ontario, Canada
$252K +$126K +2,500 +100%
BWM
353
Birchcreek Wealth Management
Ohio
$250K -$296K -5,878 -54%
SI
354
Stephens Inc
Arkansas
$250K – – –
SWM
355
SeaCrest Wealth Management
New York
$250K -$5.04K -100 -2%
PIA
356
Pinion Investment Advisors
Kansas
$249K -$173K -3,444 -41%
PG
357
Proffitt & Goodson
Tennessee
$244K +$31.5K +625 +15%
AA
358
Argent Advisors
Louisiana
$243K +$38.3K +761 +19%
MPCA
359
Madison Park Capital Advisors
Washington
$238K +$238K +4,726 New
MCM
360
MidAtlantic Capital Management
Virginia
$237K +$237K +4,699 New
HCA
361
Heck Capital Advisors
Wisconsin
$236K +$95.7K +1,900 +68%
SC
362
Scotia Capital
Ontario, Canada
$236K +$20K +398 +9%
NEPPG
363
New England Professional Planning Group
Rhode Island
$228K – – –
SFG
364
StrategIQ Financial Group
Indiana
$227K -$8.03M -159,490 -97%
SCA
365
Snowden Capital Advisors
New York
$226K -$104K -2,071 -32%
CAM
366
Concorde Asset Management
Michigan
$221K +$221K +4,380 New
AT
367
Avalon Trust
New Mexico
$219K +$219K +4,350 New
AC
368
Applied Capital
Arkansas
$219K -$259K -5,141 -54%
EE
369
EWG Elevate
California
$216K +$216K +4,296 New
PAA
370
Peregrine Asset Advisers
Oregon
$215K – – –
SVWG
371
Shared Vision Wealth Group
United States
$214K +$214K +4,256 New
ACM
372
Advisors Capital Management
New Jersey
$211K -$137K -2,724 -39%
FAM
373
Formidable Asset Management
Ohio
$206K – – –
SPAS
374
Spectrum Planning & Advisory Services
California
$205K -$1.86K -37 -0.9%
VT
375
Vise Technologies
New York
$202K +$202K +4,005 New
13 14
15
16 17