ICSH icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
EIA
51
Edgemoor Investment Advisors
Maryland
$10.2M -$710K -14,096 -7%
PAG
52
Private Advisor Group
New Jersey
$10.2M +$110K +2,184 +1%
SHGA
53
Sand Hill Global Advisors
California
$10.1M -$423K -8,398 -4%
KPWS
54
Kestra Private Wealth Services
Texas
$10M +$270K +5,362 +3%
HMS
55
Hanseatic Management Services
New Mexico
$9.97M +$9.97M +198,056 New
RAG
56
RIA Advisory Group
Iowa
$9.85M +$9.85M +452,314 New
EF
57
Exeter Financial
Arizona
$9.49M +$375K +7,441 +4%
TWP
58
Tempus Wealth Planning
California
$9.14M -$25.9M -513,500 -74%
PA
59
Parallel Advisors
California
$8.93M +$1.13M +22,503 +15%
HTC
60
Haverford Trust Company
Pennsylvania
$8.55M -$710K -14,101 -8%
AF
61
Allworth Financial
California
$8.38M +$2.97M +59,074 +55%
VCM
62
Virtue Capital Management
Tennessee
$8.11M +$7.86M +156,037 +3,128%
CPIG
63
Chicago Partners Investment Group
Illinois
$8.03M -$638K -12,630 -7%
RCA
64
Resonant Capital Advisors
Wisconsin
$8.03M -$396K -7,861 -5%
AI
65
Atria Investments
North Carolina
$7.88M -$483K -9,600 -6%
AWMS
66
Advocacy Wealth Management Services
Georgia
$7.68M +$1.06M +21,098 +16%
APIM
67
Agate Pass Investment Management
Washington
$7.58M +$1.74M +34,624 +30%
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$7.49M -$2.11M -41,892 -22%
FIBT
69
First International Bank & Trust
North Dakota
$7.48M -$3.8M -75,432 -34%
HCM
70
Hengehold Capital Management
Ohio
$7.45M -$91K -1,806 -1%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$7.21M -$139K -2,758 -2%
PFM
72
Phillips Financial Management
Indiana
$7.15M -$2.01M -39,887 -22%
JWCA
73
J.W. Cole Advisors
Florida
$7.13M +$378K +7,501 +6%
IWC
74
Integrated Wealth Concepts
Massachusetts
$6.83M +$258K +5,122 +4%
DWM
75
Drive Wealth Management
Utah
$6.78M -$91.7K -1,820 -1%
1 2
3
4 5