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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

414 hedge funds and large institutions have $4.68B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+45
Holders Change %
+12.2%
% of All Funds
7%
Holding in Top 10
45
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+50%
% of All Funds
0.76%
New
82
Increased
132
Reduced
139
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$260M
2
Bank of America
Bank of America
North Carolina
$766M
3
S
SignatureFD
Georgia
$198M
4
FDCC
Foster Dykema Cabot & Co
Massachusetts
$58.4M
5
DWM
Doyle Wealth Management
Florida
$87.7M

Top Sellers

1
SLF
Sun Life Financial
Ontario, Canada
$0
2
SW
SVB Wealth
Massachusetts
$363M
3
SRC
Shufro Rose & Co
New York
$0
4
JWM
Jackson Wealth Management
Florida
$0
5
IGGA
Iron Gate Global Advisors
Utah
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
151
Freestone Capital Holdings
Washington
$2.57M +$367K +7,324 +17%
BW
152
Bison Wealth
Georgia
$2.55M +$2.55M +50,883 New
ISWM
153
Independent Solutions Wealth Management
New York
$2.53M -$262K -5,226 -9%
CPFP
154
Clear Perspectives Financial Planning
Ohio
$2.53M +$2.53M +50,500 New
CAM
155
Crestone Asset Management
Colorado
$2.49M -$4M -79,880 -62%
SWM
156
Sugarloaf Wealth Management
Georgia
$2.44M -$552K -11,031 -18%
CWM
157
Connecticut Wealth Management
Connecticut
$2.36M +$2.25K +45 +0.1%
YIA
158
YHB Investment Advisors
Connecticut
$2.25M -$1.38M -27,529 -38%
CIAS
159
CBIZ Investment Advisory Services
Ohio
$2.24M +$2.24M +44,672 New
Morgan Stanley
160
Morgan Stanley
New York
$2.21M -$1.11M -22,197 -34%
AWM
161
AE Wealth Management
Kansas
$2.21M +$1.2M +24,039 +120%
FA
162
Fortis Advisors
Pennsylvania
$2.2M +$4.15K +83 +0.2%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$2.2M +$7.3K +146 +0.3%
ACM
164
Absolute Capital Management
Pennsylvania
$2.2M +$2.2M +43,923 New
OMC
165
Old Mission Capital
Illinois
$2.18M +$2.18M +43,620 New
HCM
166
Howland Capital Management
Massachusetts
$2.12M +$2.12M +42,423 New
BOH
167
Bank of Hawaii
Hawaii
$2.11M – – –
William Blair & Company
168
William Blair & Company
Illinois
$2.06M +$48.9K +977 +2%
LHEI
169
Leo H. Evart Inc
California
$2.04M -$317K -6,340 -13%
ZF
170
Zhang Financial
Michigan
$2M -$223K -4,458 -10%
CFC
171
Client First Capital
California
$2M – – –
OCPWS
172
One Charles Private Wealth Services
Massachusetts
$1.98M -$331K -6,632 -14%
HI
173
Harbour Investments
Wisconsin
$1.94M +$1.94M +38,786 New
CPWA
174
Cerro Pacific Wealth Advisors
California
$1.87M +$1.87M +37,446 New
BWL
175
Bogart Wealth LLC
Virginia
$1.85M -$159K -3,168 -8%
5 6
7
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