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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

411 hedge funds and large institutions have $5.03B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
7.11%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
46
Increased
144
Reduced
170
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$464M
2
GA
Gateway Advisory
New Jersey
$165M
3
BlackRock
BlackRock
New York
$168M
4
S
SignatureFD
Georgia
$243M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$40M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$648M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$697M
3
CCA
Clearwater Capital Advisors
Illinois
$5.16M
4
MML Investors Services
MML Investors Services
Massachusetts
$35.5M
5
PFA
Peak Financial Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
126
Sheets Smith Wealth Management
North Carolina
$3.97M -$329K -6,579 -8%
HWAM
127
Hennion & Walsh Asset Management
New Jersey
$3.88M -$236K -4,729 -6%
B
128
Brightworth
Georgia
$3.71M +$7.5K +150 +0.2%
PGAM
129
Princeton Global Asset Management
New Jersey
$3.71M +$25K +500 +0.7%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$3.41M +$1.21M +24,267 +55%
ZIM
131
Zacks Investment Management
Illinois
$3.39M -$188K -3,765 -5%
AAS
132
Ameritas Advisory Services
Nebraska
$3.39M +$494K +9,871 +17%
BRWA
133
B. Riley Wealth Advisors
Florida
$3.3M +$3.01M +60,101 +1,036%
GWAM
134
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.28M -$155K -3,090 -4%
FWA
135
FOCUS Wealth Advisors
Texas
$3.27M +$3.27M +65,281 New
BWM
136
BCGM Wealth Management
Indiana
$3.25M +$1.89M +37,877 +139%
VF
137
Vista Finance
Missouri
$3.19M -$382K -7,635 -11%
RA
138
RFG Advisory
Alabama
$3.08M +$163K +3,260 +6%
SI
139
Stephens Inc
Arkansas
$3.08M -$234K -4,680 -7%
FC
140
Fusion Capital
South Carolina
$3.01M +$3.01M +60,207 New
AWMS
141
Advocacy Wealth Management Services
Georgia
$3M +$181K +3,627 +6%
JWA
142
JFS Wealth Advisors
Pennsylvania
$3M -$119K -2,385 -4%
CM
143
Cornerstone Management
Georgia
$2.99M +$37.1K +741 +1%
CWM
144
Cahaba Wealth Management
Georgia
$2.96M +$10.8K +215 +0.4%
NEPWA
145
New England Private Wealth Advisors
Massachusetts
$2.89M -$4.76M -95,180 -62%
WWM
146
WT Wealth Management
Arizona
$2.85M -$409K -8,181 -13%
SBL
147
Sargent Bickham Lagudis
Colorado
$2.82M -$119K -2,375 -4%
SFS
148
Sowell Financial Services
Arkansas
$2.81M +$2.81M +56,230 New
TC
149
TAGStone Capital
North Carolina
$2.78M -$348K -6,963 -11%
KWM
150
Kingsview Wealth Management
Oregon
$2.77M -$9.2K -184 -0.3%
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