ICSH icon

iShares Ultra Short Duration Bond Active ETF

411 hedge funds and large institutions have $5.03B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 42 closing their positions.

Holders
411
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
7.11%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
46
Increased
144
Reduced
170
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AO
76
Advisor OS
Illinois
$8.11M +$21.8K +435 +0.3%
CPIG
77
Chicago Partners Investment Group
Illinois
$8.08M -$1.09M -21,931 -12%
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$7.93M +$7.93M +158,628 New
FAM
79
Forte Asset Management
New York
$7.66M +$6.08M +121,620 +386%
TWP
80
Tempus Wealth Planning
California
$7.61M -$4.5M -90,038 -37%
SWG
81
Summit Wealth Group
Vermont
$7.5M -$90.2K -1,803 -1%
Citadel Advisors
82
Citadel Advisors
Florida
$7.5M +$7.26M +145,195 +3,047%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$7.38M +$4.19M +83,783 +132%
KTC
84
Kistler-Tiffany Companies
Pennsylvania
$6.75M -$829K -16,572 -11%
SA
85
SWM Advisors
Florida
$6.66M +$13.7K +274 +0.2%
NA
86
NewEdge Advisors
Louisiana
$6.59M +$5.81M +116,119 +745%
ZF
87
Zhang Financial
Michigan
$6.55M +$4.54M +90,847 +227%
LRWA
88
Long Run Wealth Advisors
New York
$6.43M +$1.3M +26,019 +25%
CWM
89
CCG Wealth Management
California
$6.38M -$299K -5,974 -4%
EBA
90
Eagle Bay Advisors
New York
$6.31M -$59.5K -1,190 -0.9%
FA
91
FDx Advisors
Illinois
$6.19M -$63.1K -1,262 -1%
SSWM
92
Smith Salley Wealth Management
North Carolina
$6.03M -$5.02M -100,390 -45%
CWC
93
Carolinas Wealth Consulting
North Carolina
$5.82M +$251K +5,014 +5%
CFS
94
Cannon Financial Strategists
Georgia
$5.81M -$1.88M -37,622 -24%
MWM
95
Mascoma Wealth Management
New Hampshire
$5.71M +$238K +4,765 +4%
EF
96
Exeter Financial
Arizona
$5.65M -$625K -12,504 -10%
OWA
97
Octavia Wealth Advisors
Ohio
$5.56M +$220K +4,407 +4%
RCS
98
Retirement Capital Strategies
California
$5.54M +$4.08M +81,521 +279%
GCA
99
Greenwood Capital Associates
South Carolina
$5.5M -$64.7K -1,294 -1%
Citigroup
100
Citigroup
New York
$5.4M +$538K +10,755 +11%