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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
Acute Investment Advisory
Arizona
$42.3M
2
Osaic Holdings
Osaic Holdings
Arizona
$57.2M
3
FGAM
Financial Gravity Asset Management
Texas
$22.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$65.8M
5
DCM
Donaldson Capital Management
Indiana
$85.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$256M
2
SW
SVB Wealth
Massachusetts
$95.6M
3
Cerity Partners
Cerity Partners
New York
$207M
4
BIA
Bell Investment Advisors
California
$291K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$617M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
401
Clearstead Advisors
Ohio
$9.98K +$9.98K +198 New
CFFP
402
Center for Financial Planning
Michigan
$9.47K – – –
MBFW
403
Morton Brown Family Wealth
Pennsylvania
$7.36K – – –
GI
404
Gradient Investments
Minnesota
$7.31K -$4.59K -91 -39%
PCM
405
Penserra Capital Management
California
$7K -$11.9K -249 -63%
NS
406
NBC Securities
Alabama
$5K +$5K +100 New
RG
407
Retirement Group
California
$3.32K – – –
BAM
408
Bellevue Asset Management
Washington
$1.71K – – –
AWM
409
Avior Wealth Management
Nebraska
$1.41K – – –
DWA
410
Delos Wealth Advisors
Texas
$1.36K +$1.36K +27 New
MLA
411
MB, Levis & Associates
Pennsylvania
$82 – – –
Jane Street
412
Jane Street
New York
– -$22.5M -447,292 Closed
KWM
413
Keebeck Wealth Management
Illinois
– -$10.3M -203,795 Closed
MCC
414
Money Concepts Capital
Florida
– -$6.41M -127,393 Closed
ZA
415
Zazove Associates
Nevada
– -$4.87M -96,846 Closed
CWM
416
CCG Wealth Management
California
– -$4.34M -86,281 Closed
MG
417
Mather Group
Illinois
– -$3.73M -74,087 Closed
CFC
418
Client First Capital
California
– -$2.01M -40,000 Closed
SAM
419
Secure Asset Management
Michigan
– -$1.85M -36,792 Closed
MWM
420
Mattern Wealth Management
Kansas
– -$975K -19,378 Closed
FTUS
421
Flow Traders U.S.
New York
– -$832K -16,532 Closed
FPCP
422
Fort Point Capital Partners
California
– -$499K -9,915 Closed
SWP
423
Stratos Wealth Partners
Ohio
– -$429K -8,530 Closed
FA
424
FDx Advisors
Illinois
– -$425K -8,450 Closed
SL
425
Systelligence LLC
Minnesota
– -$401K -7,972 Closed
15 16
17
18 19