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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.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
6.27%
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
Renaissance Technologies
New York
$78M
2
DCM
Donaldson Capital Management
Indiana
$103M
3
AC
Avestar Capital
New York
$23.5M
4
MIS
Morningstar Investment Services
Illinois
$27.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$81.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$487M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$535M
3
SW
SVB Wealth
Massachusetts
$37.5M
4
TWP
Tempus Wealth Planning
California
$9.14M
5
Cerity Partners
Cerity Partners
New York
$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avaii Wealth Management
Wisconsin
$3.21M +$367K +7,286 +13%
VIM
127
Vista Investment Management
Pennsylvania
$3.21M +$110K +2,177 +4%
RFG
128
RFP Financial Group
Georgia
$3.15M +$3.15M +62,508 New
NW
129
NewEdge Wealth
Pennsylvania
$3.1M -$1.1M -21,903 -26%
CWM
130
Cornerstone Wealth Management
Missouri
$3.05M -$833K -16,537 -21%
HWAM
131
Hennion & Walsh Asset Management
New Jersey
$2.95M +$96.6K +1,919 +3%
SPIA
132
Steward Partners Investment Advisory
New York
$2.89M +$2.71M +53,852 +1,507%
WWM
133
WT Wealth Management
Arizona
$2.74M +$201K +3,999 +8%
CTA
134
Chesley Taft & Associates
Illinois
$2.73M -$232K -4,616 -8%
RA
135
RFG Advisory
Alabama
$2.68M +$225K +4,469 +9%
ZIM
136
Zacks Investment Management
Illinois
$2.63M +$8.61K +171 +0.3%
TYCC
137
Texas Yale Capital Corp
Florida
$2.59M – – –
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$2.56M -$2.72M -53,920 -52%
Creative Planning
139
Creative Planning
Kansas
$2.55M -$197K -3,908 -7%
CWM
140
Cahaba Wealth Management
Georgia
$2.53M -$55K -1,093 -2%
PWA
141
Peterson Wealth Advisors
Utah
$2.47M +$632K +12,559 +34%
SRWM
142
Shira Ridge Wealth Management
California
$2.45M -$401K -7,954 -14%
KAS
143
Kestra Advisory Services
Texas
$2.44M -$263K -5,220 -10%
AWE
144
Avidian Wealth Enterprises
Texas
$2.38M -$64.9K -1,288 -3%
PIA
145
Panoramic Investment Advisors
Colorado
$2.31M -$394K -7,820 -15%
IA
146
IFP Advisors
Florida
$2.21M -$157K -3,118 -7%
DADC
147
D.A. Davidson & Co
Montana
$2.17M -$1.34M -26,656 -38%
VF
148
Vista Finance
Missouri
$2.16M -$1.66K -33 -0.1%
Jane Street
149
Jane Street
New York
$2.16M +$2.16M +42,818 New
GWAM
150
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.15M -$165K -3,272 -7%
4 5
6
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