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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 %
IA
151
IFP Advisors
Florida
$2.7M +$1.07M +21,473 +66%
SWA
152
Stratos Wealth Advisors
Ohio
$2.58M -$54.9K -1,098 -2%
AWM
153
Avaii Wealth Management
Wisconsin
$2.54M +$2.54M +50,771 New
SWM
154
Sugarloaf Wealth Management
Georgia
$2.53M +$90.4K +1,807 +4%
SB
155
Strategic Blueprint
Georgia
$2.49M -$179K -3,577 -7%
Mariner
156
Mariner
Kansas
$2.47M -$365K -7,302 -13%
ISWM
157
Independent Solutions Wealth Management
New York
$2.46M -$68.8K -1,376 -3%
TFA
158
Trinity Financial Advisors
Ohio
$2.44M +$2.44M +48,707 New
PFO
159
Pathstone Family Office
New Jersey
$2.42M +$1.18M +23,595 +96%
AP
160
Atwood & Palmer
Missouri
$2.35M +$2.35M +46,972 New
FCH
161
Freestone Capital Holdings
Washington
$2.35M -$217K -4,339 -8%
ACM
162
Absolute Capital Management
Pennsylvania
$2.3M +$104K +2,085 +5%
KAS
163
Kestra Advisory Services
Texas
$2.27M +$693K +13,865 +44%
CIAS
164
CBIZ Investment Advisory Services
Ohio
$2.16M -$69.5K -1,391 -3%
SCP
165
Seizert Capital Partners
Michigan
$2.16M -$516K -10,320 -19%
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$2.13M -$1.13M -22,550 -35%
GC
167
Grimes & Company
Massachusetts
$2.12M -$505K -10,106 -19%
CCB
168
Country Club Bank
Missouri
$2.07M -$585K -11,697 -22%
PCIA
169
Prime Capital Investment Advisors
Kansas
$2.06M -$747K -14,931 -27%
MCC
170
Money Concepts Capital
Florida
$2.01M +$227K +4,540 +13%
Morgan Stanley
171
Morgan Stanley
New York
$2.01M -$196K -3,914 -9%
HCC
172
Hirtle Callaghan & Co
Pennsylvania
$2M -$3.95M -78,944 -66%
CFC
173
Client First Capital
California
$2M – – –
AWS
174
Atria Wealth Solutions
New York
$1.96M +$1.96M +39,141 New
SFP
175
Shepherd Financial Partners
Massachusetts
$1.94M +$1.94M +38,847 New
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