ICSH icon

iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

456 hedge funds and large institutions have $5.34B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+45
Holders Change %
+10.95%
% of All Funds
7.36%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
90
Increased
135
Reduced
193
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$302M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$541M
3
UBS Group
3
UBS Group
Switzerland
$211M
4
CCA
4
Clearwater Capital Advisors
Illinois
$41.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$732M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$559M
2
MCM
2
MV Capital Management
Maryland
$348K
3
Jane Street
3
Jane Street
New York
$8.03M
4
FDCC
4
Foster Dykema Cabot & Co
Massachusetts
$32.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
101
Greenwood Capital Associates
South Carolina
$5.49M -$7.11K -142 -0.1%
BAM
102
Belpointe Asset Management
Nevada
$5.48M -$3.83M -76,623 -41%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$5.4M +$49.4K +988 +0.9%
CFS
104
Cannon Financial Strategists
Georgia
$5.35M -$468K -9,353 -8%
Citigroup
105
Citigroup
New York
$5.28M -$131K -2,617 -2%
CTA
106
Chesley Taft & Associates
Illinois
$5.26M -$5.5K -110 -0.1%
WWM
107
Wiser Wealth Management
Georgia
$5.15M +$284K +5,684 +6%
LRWA
108
Long Run Wealth Advisors
New York
$5.12M -$1.31M -26,266 -20%
RCS
109
Retirement Capital Strategies
California
$5.05M -$491K -9,816 -9%
BIAS
110
Beacon Investment Advisory Services
New Jersey
$4.94M -$3.53M -70,580 -42%
BAAM
111
Baker Avenue Asset Management
California
$4.9M -$239K -4,785 -5%
NW
112
NewEdge Wealth
Pennsylvania
$4.88M +$305K +6,090 +7%
AWM
113
AE Wealth Management
Kansas
$4.86M +$3.09M +61,820 +175%
LFA
114
LGT Financial Advisors
Texas
$4.8M +$4.8M +95,972 New
AAS
115
Ameritas Advisory Services
Nebraska
$4.56M +$1.17M +23,288 +34%
KCM
116
Kathmere Capital Management
Pennsylvania
$4.54M -$246K -4,912 -5%
WFA
117
Wells Financial Advisors
Massachusetts
$4.45M +$4.45M +88,840 New
DBT
118
Dubuque Bank & Trust
Iowa
$4.43M +$59.8K +1,196 +1%
TWC
119
TD Waterhouse Canada
Ontario, Canada
$4.36M -$35.4K -626 -0.8%
ACM
120
Alpha Capital Management
Texas
$4.34M – – –
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$4.3M +$2.17M +43,275 +101%
FA
122
Fiduciary Alliance
South Carolina
$4.26M +$4.26M +85,206 New
JWCA
123
J.W. Cole Advisors
Florida
$4.24M +$2.42M +48,377 +133%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$4.24M -$10.4M -208,168 -71%
SSWM
125
Smith Salley Wealth Management
North Carolina
$4.21M -$1.83M -36,586 -30%
3 4
5
6 7