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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CTA
126
Chesley Taft & Associates
Illinois
$2.96M -$186K -3,695 -6%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$2.9M -$1.99M -39,510 -41%
BWM
128
BCGM Wealth Management
Indiana
$2.87M +$137K +2,723 +5%
HWAM
129
Hennion & Walsh Asset Management
New Jersey
$2.86M -$686K -13,614 -19%
SRWM
130
Shira Ridge Wealth Management
California
$2.86M -$357K -7,091 -11%
AWM
131
Avaii Wealth Management
Wisconsin
$2.85M +$303K +6,019 +12%
Creative Planning
132
Creative Planning
Kansas
$2.75M +$2.22M +43,982 +417%
PIA
133
Panoramic Investment Advisors
Colorado
$2.71M +$2.71M +53,720 New
KAS
134
Kestra Advisory Services
Texas
$2.7M +$1.49M +29,565 +123%
FM
135
Family Management
New York
$2.69M -$2.27M -45,127 -46%
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$2.68M -$1.49M -29,597 -36%
KCM
137
KM Capital Management
Texas
$2.67M -$219K -4,342 -8%
DAM
138
Derbend Asset Management
Georgia
$2.66M -$3.46M -68,684 -57%
ZIM
139
Zacks Investment Management
Illinois
$2.62M -$67.6K -1,341 -3%
TYCC
140
Texas Yale Capital Corp
Florida
$2.6M -$10.1K -201 -0.4%
CWM
141
Cahaba Wealth Management
Georgia
$2.58M +$32.3K +641 +1%
WWM
142
WT Wealth Management
Arizona
$2.54M -$32.7K -649 -1%
Morgan Stanley
143
Morgan Stanley
New York
$2.47M -$24M -476,292 -91%
RA
144
RFG Advisory
Alabama
$2.46M +$1.54M +30,560 +167%
AWE
145
Avidian Wealth Enterprises
Texas
$2.45M +$21.2K +421 +0.9%
IA
146
IFP Advisors
Florida
$2.37M +$1.41M +27,900 +146%
GWAM
147
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.32M -$123K -2,447 -5%
CA
148
Cetera Advisors
Colorado
$2.26M -$1.21M -24,068 -35%
ASN
149
Advisory Services Network
Georgia
$2.26M +$1.29M +25,631 +134%
GSWM
150
Greenup Street Wealth Management
Michigan
$2.17M -$5.05M -100,268 -70%
4 5
6
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