ICSH icon

iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

428 hedge funds and large institutions have $4.35B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 180 reducing their positions, and 37 closing their positions.

Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
6.28%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.57%
New
58
Increased
136
Reduced
180
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$78M
2
DCM
2
Donaldson Capital Management
Indiana
$103M
3
AC
3
Avestar Capital
New York
$23.5M
4
MIS
4
Morningstar Investment Services
Illinois
$27.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$81.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$487M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$535M
3
SW
3
SVB Wealth
Massachusetts
$37.5M
4
TWP
4
Tempus Wealth Planning
California
$9.14M
5
Cerity Partners
5
Cerity Partners
New York
$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
101
LongView Wealth Management
Georgia
$4.79M +$4.79M +95,042 New
RF
102
RHS Financial
California
$4.75M +$73.5K +1,460 +2%
GA
103
Gateway Advisory
New Jersey
$4.7M +$2.96M +58,839 +171%
SPC
104
Sigma Planning Corp
Michigan
$4.67M -$4.55M -90,381 -49%
PCP
105
Proficio Capital Partners
Massachusetts
$4.51M +$418K +8,304 +10%
Prudential Financial
106
Prudential Financial
New Jersey
$4.38M +$3.94M +78,207 +883%
CW
107
CreativeOne Wealth
Kansas
$4.24M +$902K +17,908 +27%
SAG
108
SageView Advisory Group
California
$4.16M -$4M -79,435 Closed
MOS
109
MGO One Seven
Ohio
$4.06M -$44.1K -876 -1%
PGAM
110
Princeton Global Asset Management
New Jersey
$3.99M -$50.4K -1,000 -1%
CM
111
Cornerstone Management
Georgia
$3.84M +$183K +3,641 +5%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$3.69M +$796K +15,815 +27%
AAS
113
Ameritas Advisory Services
Nebraska
$3.64M -$808K -16,047 -18%
RIA
114
Regal Investment Advisors
Michigan
$3.58M +$66.5K +1,321 +2%
BCM
115
Brookstone Capital Management
Illinois
$3.53M +$85.3K +1,693 +2%
BIAS
116
Beacon Investment Advisory Services
New Jersey
$3.53M -$457K -9,083 -11%
FF
117
Farrow Financial
Vermont
$3.46M +$3.46M +68,705 New
BW
118
Bison Wealth
Georgia
$3.45M -$223K -4,438 -6%
WWS
119
Wellington Wealth Strategies
Indiana
$3.39M +$3.39M +67,292 New
WI
120
WBI Investments
New Jersey
$3.26M +$87K +1,727 +3%
CFGS
121
Concourse Financial Group Securities
Alabama
$3.26M -$2.71M -53,911 -45%
WCM
122
WealthBridge Capital Management
Ohio
$3.26M -$213K -4,229 -6%
PAS
123
Park Avenue Securities
New York
$3.25M -$630K -12,520 -16%
BRWA
124
B. Riley Wealth Advisors
Florida
$3.24M +$1.71M +33,989 +112%
VP
125
Verum Partners
North Carolina
$3.23M -$442K -8,771 -12%
3 4
5
6 7