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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

428 hedge funds and large institutions have $4.35B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 180 reducing their positions, and 37 closing their positions.

Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
6.28%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.57%
New
58
Increased
136
Reduced
180
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$78M
2
DCM
2
Donaldson Capital Management
Indiana
$103M
3
AC
3
Avestar Capital
New York
$23.5M
4
MIS
4
Morningstar Investment Services
Illinois
$27.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$81.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$487M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$535M
3
SW
3
SVB Wealth
Massachusetts
$37.5M
4
TWP
4
Tempus Wealth Planning
California
$9.14M
5
Cerity Partners
5
Cerity Partners
New York
$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$33.9M -$10.3M -205,014 -23%
MIS
27
Morningstar Investment Services
Illinois
$27.2M +$16.3M +324,142 +151%
FGAM
28
Financial Gravity Asset Management
Texas
$25.6M +$2.04M +59,668 +9%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$25.3M -$17.6M -349,264 -41%
AC
30
Avestar Capital
New York
$23.5M +$16.7M +332,210 +247%
CG
31
Cynosure Group
Utah
$23.5M +$4.85M +96,312 +26%
GSIS
32
Global Strategic Investment Solutions
Arizona
$22.4M -$4.25M -84,405 -16%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$19.7M -$284K -5,637 -1%
SC
34
Savant Capital
Illinois
$19.3M -$1.13M -22,494 -6%
RBC
35
Roble Belko & Company
Pennsylvania
$19.1M -$4.04M -80,142 -17%
CAN
36
Cetera Advisor Networks
California
$18.5M -$1.14M -22,706 -6%
4WM
37
49 Wealth Management
Texas
$18.1M +$18.1M +359,660 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$17.6M +$570K +11,322 +3%
GC
39
Gratus Capital
Georgia
$16.6M +$6.6M +131,066 +66%
AWM
40
AE Wealth Management
Kansas
$16.5M +$1.12M +22,226 +7%
MML Investors Services
41
MML Investors Services
Massachusetts
$16M -$292K -5,789 -2%
SQA
42
Simon Quick Advisors
New Jersey
$15.3M -$487K -9,676 -3%
FM
43
Family Management
New York
$14M +$11.3M +225,087 +422%
SAM
44
SP Asset Management
California
$13.4M -$8.34M -165,616 -38%
BFPW
45
BOK Financial Private Wealth
Colorado
$13M +$1.7M +33,688 +15%
Financial Engines Advisors
46
Financial Engines Advisors
California
$12.8M +$405K +8,047 +3%
PFP
47
Pinnacle Financial Partners
Tennessee
$12.2M -$1.76M -35,022 -13%
GMA
48
Glassy Mountain Advisors
Maryland
$11.8M +$1.69M +33,510 +17%
Stifel Financial
49
Stifel Financial
Missouri
$11.5M -$2.95M -58,642 -21%
CSPAM
50
Cary Street Partners Asset Management
Virginia
$10.6M -$118K -2,345 -1%
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