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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
1
Acute Investment Advisory
Arizona
$42.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$57.2M
3
FGAM
3
Financial Gravity Asset Management
Texas
$22.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$65.8M
5
DCM
5
Donaldson Capital Management
Indiana
$85.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$256M
2
SW
2
SVB Wealth
Massachusetts
$95.6M
3
Cerity Partners
3
Cerity Partners
New York
$207M
4
BIA
4
Bell Investment Advisors
California
$291K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$617M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
426
Waldron Private Wealth
Pennsylvania
– -$364K -7,240 Closed
JWA
427
JFS Wealth Advisors
Pennsylvania
– -$356K -7,084 Closed
HS
428
Horan Securities
United States
– -$347K -6,898 Closed
CG
429
Colony Group
Massachusetts
– -$309K -6,152 Closed
BWP
430
BSW Wealth Partners
Colorado
– -$302K -6,000 Closed
RWM
431
Rockwood Wealth Management
Pennsylvania
– -$300K -5,970 Closed
RMAM
432
Raab & Moskowitz Asset Management
New Jersey
– -$297K -5,898 Closed
TPWA
433
TRUE Private Wealth Advisors
Oregon
– -$272K -5,408 Closed
BCI
434
Brinker Capital Investments
Pennsylvania
– -$251K -4,997 Closed
OPS
435
Orion Portfolio Solutions
Nebraska
– -$251K -4,997 Closed
SAM
436
Strategy Asset Managers
California
– -$250K -4,973 Closed
YIA
437
YHB Investment Advisors
Connecticut
– -$204K -4,054 Closed
Betterment LLC
438
Betterment LLC
New York
– -$203K -4,029 Closed
TCMP
439
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$201K -3,994 Closed
CIA
440
Cape Investment Advisory
Georgia
– -$187K -3,712 Closed
CTWM
441
Cherry Tree Wealth Management
Minnesota
– -$132K -2,632 Closed
RFG
442
RFP Financial Group
Georgia
– -$86.7K -1,723 Closed
WP
443
WealthPLAN Partners
Nebraska
– -$80.6K -1,602 Closed
VAG
444
VisionPoint Advisory Group
Texas
– -$57.7K -1,148 Closed
RI
445
Ridgewood Investments
New Jersey
– -$26.4K -525 Closed
BAAM
446
Baker Avenue Asset Management
California
– -$23.9K -475 Closed
WT
447
Washington Trust
Rhode Island
– -$6.29K -125 Closed
GWANC
448
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$4.83K -96 Closed
HR
449
Howe & Rusling
New York
– -$2.87K -57 Closed
FCMT
450
Founders Capital Management (Texas)
Texas
– -$2.26K -45 Closed
15 16 17
18
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