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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FG
26
Foster Group
Iowa
$34M 675,610 +29,140 +5%
DPI
27
Diversified Portfolios Inc
Michigan
$32M 635,087 +371,913 +141%
GSIS
28
Global Strategic Investment Solutions
Arizona
$26.7M 529,176 -107,751 -17%
OPCM
29
Osborne Partners Capital Management
California
$25.8M 512,130 +30,940 +6%
RBC
30
Roble Belko & Company
Pennsylvania
$23.1M 459,407 +4,976 +1%
FGAM
31
Financial Gravity Asset Management
Texas
$22.6M 692,303 +677,638 +4,621%
SAM
32
SP Asset Management
California
$21.7M 431,370 -31,734 -7%
SC
33
Savant Capital
Illinois
$20.5M 406,330 -18,902 -4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$20M 396,228 +1,460 +0.4%
CAN
35
Cetera Advisor Networks
California
$19.7M 390,371 +33,993 +10%
CG
36
Cynosure Group
Utah
$18.6M 369,524 +22,809 +7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$17M 337,294 +46,333 +16%
MML Investors Services
38
MML Investors Services
Massachusetts
$16.3M 323,237 -40,345 -11%
SQA
39
Simon Quick Advisors
New Jersey
$15.8M 313,200 -10,845 -3%
AWM
40
AE Wealth Management
Kansas
$15.3M 303,512 +240,606 +382%
CWM
41
Congress Wealth Management
Massachusetts
$14.5M 287,463 +252,526 +723%
Stifel Financial
42
Stifel Financial
Missouri
$14.4M 286,052 +1,817 +0.6%
PFP
43
Pinnacle Financial Partners
Tennessee
$13.9M 276,285 -13,419 -5%
WA
44
Waverly Advisors
Alabama
$13.5M 268,756 -18,138 -6%
WA
45
Win Advisors
Florida
$13.4M 266,749 +266,749 New
Financial Engines Advisors
46
Financial Engines Advisors
California
$12.4M 246,976 +217,792 +746%
AO
47
Advisor OS
Illinois
$11.7M 232,148 +10,734 +5%
BFPW
48
BOK Financial Private Wealth
Colorado
$11.3M 225,250 +32,585 +17%
FIBT
49
First International Bank & Trust
North Dakota
$11.3M 223,893 -22,570 -9%
EIA
50
Edgemoor Investment Advisors
Maryland
$10.9M 216,668 -620 -0.3%
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