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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.76%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$155M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$34.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$577M
4
FG
4
Foster Group
Iowa
$31.6M
5
TWP
5
Tempus Wealth Planning
California
$32.2M

Top Sellers

1
GA
1
Gateway Advisory
New Jersey
$1.9M
2
Bank of America
2
Bank of America
North Carolina
$394M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$591M
4
BlackRock
4
BlackRock
New York
$204M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$98.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
76
Windsor Wealth Management
Indiana
$7.94M 158,197 -63,353 -29%
SPC
77
Sigma Planning Corp
Michigan
$7.61M 151,445 +35,179 +30%
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$7.53M 150,293 +6,632 +5%
DPI
79
Diversified Portfolios Inc
Michigan
$7.45M 148,272 -70,646 -32%
HCM
80
Hengehold Capital Management
Ohio
$7.41M 147,454 -6,023 -4%
BFPW
81
BOK Financial Private Wealth
Colorado
$7.36M 146,457 -432,210 -75%
GSWM
82
Greenup Street Wealth Management
Michigan
$7.21M 143,575 -76,092 -35%
EF
83
Exeter Financial
Arizona
$7.07M 140,876 +5,327 +4%
RW
84
RVW Wealth
California
$6.44M 128,169 -25,779 -17%
HCM
85
Howland Capital Management
Massachusetts
$6.23M 124,009 +5,386 +5%
FCIM
86
Fairview Capital Investment Management
California
$6.22M 123,750 +2,000 +2%
CWM
87
CCG Wealth Management
California
$5.96M 118,537 -8,876 -7%
PAG
88
Private Advisor Group
New Jersey
$5.9M 117,396 +2,226 +2%
CFGS
89
Concourse Financial Group Securities
Alabama
$5.62M 111,825 -2,876 -3%
FA
90
FDx Advisors
Illinois
$5.61M 112,003 – –
BTI
91
Blue Trust Inc
Georgia
$5.59M 111,718 -72,837 -39%
BAM
92
Belpointe Asset Management
Nevada
$5.56M 110,701 +1,204 +1%
FAM
93
Forte Asset Management
New York
$5.56M 110,635 +28,770 +35%
AAS
94
Ameritas Advisory Services
Nebraska
$5.49M 109,356 +18,306 +20%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$5.46M 108,714 +729 +0.7%
LRWA
96
Long Run Wealth Advisors
New York
$5.33M 106,015 +3,667 +4%
NW
97
NewEdge Wealth
Pennsylvania
$5.13M 101,998 +4,558 +5%
WWM
98
Wiser Wealth Management
Georgia
$4.98M 99,016 -3,805 -4%
AWM
99
AE Wealth Management
Kansas
$4.9M 97,416 +234 +0.2%
ZA
100
Zazove Associates
Nevada
$4.87M 96,846 +50,000 +107%
2 3
4
5 6