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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

456 hedge funds and large institutions have $5.34B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+45
Holders Change %
+10.95%
% of All Funds
7.36%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
90
Increased
135
Reduced
193
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$302M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$541M
3
UBS Group
3
UBS Group
Switzerland
$211M
4
CCA
4
Clearwater Capital Advisors
Illinois
$41.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$732M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$559M
2
MCM
2
MV Capital Management
Maryland
$348K
3
Jane Street
3
Jane Street
New York
$8.03M
4
FDCC
4
Foster Dykema Cabot & Co
Massachusetts
$32.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
126
Tempus Wealth Planning
California
$4.15M -$3.46M -69,126 -45%
FAM
127
Forte Asset Management
New York
$4.1M -$3.57M -71,300 -47%
PGAM
128
Princeton Global Asset Management
New Jersey
$4.09M +$382K +7,634 +10%
WCM
129
WealthBridge Capital Management
Ohio
$3.93M -$325K -6,498 -8%
HWAM
130
Hennion & Walsh Asset Management
New Jersey
$3.88M +$3.3K +66 +0.1%
SRWM
131
Shira Ridge Wealth Management
California
$3.87M +$3.87M +77,251 New
CCM
132
Crabel Capital Management
California
$3.8M +$3.8M +75,870 New
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$3.6M +$183K +3,649 +5%
CAM
134
Crestone Asset Management
Colorado
$3.59M +$2.44M +48,827 +214%
TYCC
135
Texas Yale Capital Corp
Florida
$3.57M -$1.08M -21,486 -23%
RIA
136
Regal Investment Advisors
Michigan
$3.56M +$3.56M +71,234 New
AWMS
137
Advocacy Wealth Management Services
Georgia
$3.46M +$450K +8,990 +15%
FWA
138
FOCUS Wealth Advisors
Texas
$3.42M +$156K +3,126 +5%
SFS
139
Sowell Financial Services
Arkansas
$3.32M +$507K +10,139 +18%
HIF
140
Hill Island Financial
Michigan
$3.28M +$3.28M +65,597 New
SRC
141
Sage Rhino Capital
California
$3.26M +$3.26M +65,106 New
PIA
142
Panoramic Investment Advisors
Colorado
$3.24M +$3.24M +64,759 New
VIM
143
Vista Investment Management
Pennsylvania
$3.22M -$797K -15,926 -20%
ZIM
144
Zacks Investment Management
Illinois
$3.22M -$173K -3,454 -5%
OC
145
Oppenheimer & Co
New York
$3.15M +$3.15M +63,014 New
PMG
146
ProVise Management Group
Florida
$3.1M +$3.1M +61,964 New
GWAM
147
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.09M -$197K -3,930 -6%
BWM
148
BCGM Wealth Management
Indiana
$3.08M -$178K -3,567 -5%
KTC
149
Kistler-Tiffany Companies
Pennsylvania
$3.07M -$3.69M -73,648 -55%
WWM
150
WT Wealth Management
Arizona
$3.07M +$211K +4,207 +7%
4 5
6
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