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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

369 hedge funds and large institutions have $4.01B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 129 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
5.84%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
51
Increased
138
Reduced
129
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$391M
2
Bank of America
2
Bank of America
North Carolina
$594M
3
S
3
SignatureFD
Georgia
$136M
4
CCA
4
Clearwater Capital Advisors
Illinois
$33M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$61.7M
2
BlackRock
2
BlackRock
New York
$91.8M
3
Jane Street
3
Jane Street
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$26.6M
5
CA
5
CoreCap Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$3.06M -$8.02K -160 -0.3%
TC
127
TAGStone Capital
North Carolina
$3.01M +$1.14M +22,698 +61%
SWM
128
Sugarloaf Wealth Management
Georgia
$3M +$11K +220 +0.4%
AWMS
129
Advocacy Wealth Management Services
Georgia
$2.89M -$846K -16,886 -23%
PCIA
130
Prime Capital Investment Advisors
Kansas
$2.87M -$2.56M -50,856 -47%
ISWM
131
Independent Solutions Wealth Management
New York
$2.8M -$222K -4,421 -7%
CM
132
Cornerstone Management
Georgia
$2.79M – – –
TWC
133
TD Waterhouse Canada
Ontario, Canada
$2.78M +$1.95M +35,733 +235%
Citigroup
134
Citigroup
New York
$2.76M +$1.36M +27,157 +98%
SCP
135
Seizert Capital Partners
Michigan
$2.68M – – –
AWM
136
Aprio Wealth Management
Georgia
$2.68M -$1.83M -36,472 -41%
SB
137
Strategic Blueprint
Georgia
$2.63M -$217K -4,321 -8%
PWA
138
Physician Wealth Advisors
Utah
$2.63M +$498K +9,938 +23%
SFP
139
Shepherd Financial Partners
Massachusetts
$2.58M -$54.9K -1,094 -2%
GC
140
Grimes & Company
Massachusetts
$2.48M – – –
CSWG
141
Cardinal Strategic Wealth Guidance
Kentucky
$2.46M +$2.46M +49,044 New
CCB
142
Country Club Bank
Missouri
$2.41M +$2.41M +48,151 New
CWM
143
Connecticut Wealth Management
Connecticut
$2.36M -$576K -11,489 -20%
LHEI
144
Leo H. Evart Inc
California
$2.36M +$229K +4,569 +11%
PWM
145
Perigon Wealth Management
California
$2.34M +$815K +16,243 +54%
RPGK
146
Retirement Planning Group (Kansas)
Kansas
$2.33M -$1.08M -21,549 -32%
OCPWS
147
One Charles Private Wealth Services
Massachusetts
$2.32M -$343K -6,831 -13%
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$2.25M -$378K -7,531 -14%
VFIC
149
Valley Forge Investment Consultants
Pennsylvania
$2.25M +$843K +16,808 +60%
ZF
150
Zhang Financial
Michigan
$2.23M +$183K +3,648 +9%
4 5
6
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