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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 %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$4.82M 96,014 -28,255 -23%
BIAS
102
Beacon Investment Advisory Services
New Jersey
$4.78M 95,150 -3,540 -4%
GAG
103
GM Advisory Group
New York
$4.77M 94,960 +94,960 New
WWM
104
WT Wealth Management
Arizona
$4.63M 92,119 +30,852 +50%
EBA
105
Eagle Bay Advisors
New York
$4.61M 91,836 +32,317 +54%
JWCA
106
J.W. Cole Advisors
Florida
$4.56M 90,804 +6,047 +7%
KCM
107
Kathmere Capital Management
Pennsylvania
$4.49M 89,441 -1,362 -1%
GRP
108
Global Retirement Partners
California
$4.48M 89,257 +82,616 +1,244%
WFA
109
Wells Financial Advisors
Massachusetts
$4.46M 88,704 -136 -0.2%
ACM
110
Alpha Capital Management
Texas
$4.34M 86,750 – –
AWMS
111
Advocacy Wealth Management Services
Georgia
$4.28M 85,228 +16,093 +23%
PGAM
112
Princeton Global Asset Management
New Jersey
$4.25M 84,531 +2,793 +3%
WCM
113
WealthBridge Capital Management
Ohio
$4.15M 82,601 +4,154 +5%
Lido Advisors
114
Lido Advisors
California
$4.04M 80,464 +80,464 New
MOS
115
MGO One Seven
Ohio
$4M 79,583 -56,450 -41%
SAG
116
SageView Advisory Group
California
$3.99M 79,491 +79,491 New
Citigroup
117
Citigroup
New York
$3.95M 78,647 -26,773 -25%
CWC
118
Carolinas Wealth Consulting
North Carolina
$3.84M 76,510 -37,177 -33%
JIP
119
Jaffetilchin Investment Partners
Florida
$3.78M 75,193 -167,787 -69%
RIA
120
Regal Investment Advisors
Michigan
$3.72M 73,993 +2,759 +4%
MWM
121
Mascoma Wealth Management
New Hampshire
$3.65M 72,494 -41,983 -37%
BW
122
Bison Wealth
Georgia
$3.64M 72,514 +12,166 +20%
SFP
123
Shepherd Financial Partners
Massachusetts
$3.63M 72,150 +18,992 +36%
VIM
124
Vista Investment Management
Pennsylvania
$3.54M 70,436 +6,031 +9%
ASN
125
Advisory Services Network
Georgia
$3.53M 70,204 +55,671 +383%
3 4
5
6 7