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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

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
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$302M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$541M
3
UBS Group
3
UBS Group
Switzerland
$211M
4
CCA
4
Clearwater Capital Advisors
Illinois
$41.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$732M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$559M
2
MCM
2
MV Capital Management
Maryland
$348K
3
Jane Street
3
Jane Street
New York
$8.03M
4
FDCC
4
Foster Dykema Cabot & Co
Massachusetts
$32.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
451
Washington Trust
Rhode Island
$6.26K +$6.26K +125 New
PAG
452
Private Advisor Group
New Jersey
$5.76K +$656 +13,107 +13%
RG
453
Retirement Group
California
$3K – – –
RIA
454
Realta Investment Advisors
Delaware
$2.75K – – –
FCMT
455
Founders Capital Management (Texas)
Texas
$2K – – –
FGAM
456
Financial Gravity Asset Management
Texas
$1.33K +$95 +150 +8%
BWA
457
Burt Wealth Advisors
Maryland
– -$11.1M -221,386 Closed
Citadel Advisors
458
Citadel Advisors
Florida
– -$7.5M -149,960 Closed
NEPWA
459
New England Private Wealth Advisors
Massachusetts
– -$2.89M -57,709 Closed
SWA
460
Stratos Wealth Advisors
Ohio
– -$2.58M -51,621 Closed
GC
461
Grimes & Company
Massachusetts
– -$2.12M -42,387 Closed
CPFP
462
Clear Perspectives Financial Planning
Ohio
– -$1.85M -37,048 Closed
AWM
463
Altus Wealth Management
Kentucky
– -$1.41M -28,111 Closed
US Bancorp
464
US Bancorp
Minnesota
– -$1.18M -23,520 Closed
DP
465
Dearborn Partners
Illinois
– -$905K -18,105 Closed
HCA
466
Harbour Capital Advisors
Virginia
– -$795K -15,916 Closed
CBFP
467
Cedar Brook Financial Partners
Ohio
– -$713K -14,252 Closed
HF
468
HRT Financial
New York
– -$709K -14,186 Closed
OMC
469
Old Mission Capital
Illinois
– -$677K -13,535 Closed
IGWM
470
ICA Group Wealth Management
Colorado
– -$675K -13,501 Closed
CPW
471
Catalyst Private Wealth
California
– -$600K -12,000 Closed
AP
472
Appleton Partners
Massachusetts
– -$574K -11,483 Closed
OIA
473
OneDigital Investment Advisors
Kansas
– -$550K -11,006 Closed
BEI
474
Benjamin Edwards Inc
Missouri
– -$413K -8,257 Closed
PIA
475
Pinion Investment Advisors
Kansas
– -$388K -7,767 Closed
16 17 18
19
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