ICSH icon

iShares Ultra Short Duration Bond Active ETF

456 hedge funds and large institutions have $5.34B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+45
Holders Change %
+10.95%
% of All Funds
7.36%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
90
Increased
135
Reduced
193
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
401
Cardiff Park Advisors
California
$178K +$1.75K +35 +1%
GFPC
402
Global Financial Private Client
Florida
$173K -$38.7K -774 -18%
ACA
403
Aptus Capital Advisors
Alabama
$168K +$1.2K +24 +0.7%
MCC
404
Money Concepts Capital
Florida
$163K -$1.85M -37,011 -92%
CA
405
Corrado Advisors
New Jersey
$161K -$70.3K -1,405 -30%
LS
406
Leelyn Smith
Illinois
$159K +$150K +3,000 +1,604%
PIMG
407
Patriot Investment Management Group
Tennessee
$147K +$147K +2,915 New
TWM
408
Tradition Wealth Management
Minnesota
$141K -$13.2K -263 -9%
SCA
409
Stonebridge Capital Advisors
Minnesota
$133K +$65.1K +1,300 +96%
HCM
410
Hollencrest Capital Management
California
$131K +$131K +2,621 New
JWM
411
Janiczek Wealth Management
Colorado
$129K -$2.46K -49 -2%
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$125K
BFEC
413
Benjamin F. Edwards & Company
Missouri
$119K +$92.7K +1,857 +352%
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
$108K -$43.7K -881 -29%
FFA
415
Farther Finance Advisors
California
$100K +$100K +2,007 New
CFG
416
CKW Financial Group
Hawaii
$97K
Kayne Anderson Rudnick Investment Management
417
Kayne Anderson Rudnick Investment Management
California
$96.9K +$96.9K +1,938 New
CIA
418
Choate Investment Advisors
Massachusetts
$92.6K +$92.6K +1,850 New
HWA
419
HHM Wealth Advisors
Tennessee
$90.6K -$18.2K -363 -17%
CTA
420
Colonial Trust Advisors
South Carolina
$86.8K +$86.8K +1,735 New
RFG
421
RFP Financial Group
Georgia
$86.2K +$86.2K +1,723 New
NFSG
422
Newbridge Financial Services Group
Florida
$84.8K
CAL
423
Capital Analysts LLC
Pennsylvania
$83K +$83K +1,668 New
SSC
424
Syverson Strege & Co
Iowa
$82.3K +$82.3K +1,645 New
MHR
425
Matthew Hamilton Rosenberg
$75.2K -$192K -3,830 -72%