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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

411 hedge funds and large institutions have $4.55B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 178 reducing their positions, and 39 closing their positions.

Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.55%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.54%
New
41
Increased
135
Reduced
178
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Acute Investment Advisory
Arizona
$42.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$57.2M
3
FGAM
3
Financial Gravity Asset Management
Texas
$22.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$65.8M
5
DCM
5
Donaldson Capital Management
Indiana
$85.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$256M
2
SW
2
SVB Wealth
Massachusetts
$95.6M
3
Cerity Partners
3
Cerity Partners
New York
$207M
4
BIA
4
Bell Investment Advisors
California
$291K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$617M
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
101
Blue Trust Inc
Georgia
$4.52M 89,816 -16,377 -15%
AAS
102
Ameritas Advisory Services
Nebraska
$4.45M 88,342 +88,342 New
KCM
103
Kathmere Capital Management
Pennsylvania
$4.31M 85,543 -2,841 -3%
NW
104
NewEdge Wealth
Pennsylvania
$4.2M 83,401 -1,504 -2%
MOS
105
MGO One Seven
Ohio
$4.1M 81,397 +27,218 +50%
PCP
106
Proficio Capital Partners
Massachusetts
$4.09M 81,265 +81,265 New
PGAM
107
Princeton Global Asset Management
New Jersey
$4.04M 80,249 -2,775 -3%
SAG
108
SageView Advisory Group
California
$4M 79,435 +544 +0.7%
GC
109
Guidance Capital
Kentucky
$3.99M 79,557 +5,963 +8%
BIAS
110
Beacon Investment Advisory Services
New Jersey
$3.99M 79,233 -10,916 -12%
SFS
111
Sowell Financial Services
Arkansas
$3.97M 78,740 -3,825 -5%
CWM
112
Cornerstone Wealth Management
Missouri
$3.89M 77,128 +5,405 +8%
PAS
113
Park Avenue Securities
New York
$3.88M 77,041 -9,388 -11%
BW
114
Bison Wealth
Georgia
$3.68M 73,039 -622 -0.8%
VP
115
Verum Partners
North Carolina
$3.67M 72,850 +72,850 New
CM
116
Cornerstone Management
Georgia
$3.66M 72,575 +2,908 +4%
EBA
117
Eagle Bay Advisors
New York
$3.57M 70,906 -10,602 -13%
RIA
118
Regal Investment Advisors
Michigan
$3.51M 69,766 -3,122 -4%
DADC
119
D.A. Davidson & Co
Montana
$3.51M 69,725 -2,508 -3%
WCM
120
WealthBridge Capital Management
Ohio
$3.48M 68,995 -5,588 -7%
BCM
121
Brookstone Capital Management
Illinois
$3.44M 68,458 +62,294 +1,011%
CW
122
CreativeOne Wealth
Kansas
$3.34M 66,212 -21,189 -24%
WI
123
WBI Investments
New Jersey
$3.18M 63,087 -660 -1%
VIM
124
Vista Investment Management
Pennsylvania
$3.1M 61,559 -975 -2%
LGA
125
Lebenthal Global Advisors
New York
$3.07M 60,980 -127,910 -68%
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5
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