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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 %
BFPW
26
BOK Financial Private Wealth
Colorado
$29M -$1.2M -24,079 -4%
PA
27
Parallel Advisors
California
$27.7M +$6.8M +135,812 +33%
SAM
28
SP Asset Management
California
$26.2M +$153K +3,058 +0.6%
BIA
29
Bell Investment Advisors
California
$25.7M +$3.55M +70,938 +16%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$23M -$22.2M -443,494 -49%
GSIS
31
Global Strategic Investment Solutions
Arizona
$22.7M +$2.07M +41,422 +10%
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$22.4M +$10.1M +201,966 +82%
KWILP
33
Kiwi Wealth Investments Limited Partnership
New Zealand
$21.1M +$21.1M +422,063 New
OPCM
34
Osborne Partners Capital Management
California
$21M -$1.29M -25,839 -6%
Stifel Financial
35
Stifel Financial
Missouri
$20.5M -$7.12M -142,261 -26%
SHGA
36
Sand Hill Global Advisors
California
$20.3M +$4.3M +85,966 +27%
Osaic Holdings
37
Osaic Holdings
Arizona
$20M -$3.43M -68,478 -15%
SQA
38
Simon Quick Advisors
New Jersey
$18.7M -$5.15M -102,857 -22%
AF
39
Allworth Financial
California
$16.5M +$202K +4,042 +1%
AIMC
40
Alley Investment Management Company
Illinois
$15.7M +$11.2M +224,095 +251%
HTC
41
Haverford Trust Company
Pennsylvania
$15.6M -$918K -18,350 -6%
PFP
42
Pinnacle Financial Partners
Tennessee
$15.2M +$870K +17,394 +6%
EIA
43
Edgemoor Investment Advisors
Maryland
$15.1M -$142K -2,834 -0.9%
IGGA
44
Iron Gate Global Advisors
Utah
$15M -$41.7K -833 -0.3%
GG
45
Gofen & Glossberg
Illinois
$13.9M -$1.85M -36,905 -12%
ZF
46
Zhang Financial
Michigan
$12.6M +$6.06M +121,020 +92%
FIBT
47
First International Bank & Trust
North Dakota
$12.6M -$384K -7,672 -3%
JIP
48
Jaffetilchin Investment Partners
Florida
$12.2M +$11.3M +226,803 +1,402%
PFM
49
Phillips Financial Management
Indiana
$11.2M -$446K -8,919 -4%
WWM
50
Windsor Wealth Management
Indiana
$11.1M -$9.72M -193,907 -47%
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