ICSH icon

iShares Ultra Short Duration Bond Active ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RWIA
151
Roger Wittlin Investment Advisory
California
$3.04M +$2.91M +58,239 +2,353%
CM
152
Cornerstone Management
Georgia
$3.04M +$45.2K +903 +2%
BW
153
Bison Wealth
Georgia
$3.03M +$1.48M +29,515 +96%
VF
154
Vista Finance
Missouri
$3.03M -$155K -3,095 -5%
JWA
155
JFS Wealth Advisors
Pennsylvania
$3M
EBA
156
Eagle Bay Advisors
New York
$2.98M -$3.34M -66,693 -53%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$2.79M +$2.79M +55,776 New
AP
158
Atwood & Palmer
Missouri
$2.79M +$437K +8,725 +19%
CWM
159
Cahaba Wealth Management
Georgia
$2.78M -$173K -3,463 -6%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$2.75M +$2.75M +54,995 New
SFP
161
Shepherd Financial Partners
Massachusetts
$2.66M +$716K +14,311 +37%
AWM
162
Avaii Wealth Management
Wisconsin
$2.62M +$78.2K +1,562 +3%
FTUS
163
Flow Traders U.S.
New York
$2.52M +$2.52M +50,386 New
SSWM
164
Sheets Smith Wealth Management
North Carolina
$2.52M -$1.45M -29,043 -37%
IFO
165
Intrepid Family Office
Florida
$2.5M +$2.5M +50,000 New
RF
166
Resolute Financial
Massachusetts
$2.46M +$836K +16,712 +51%
FC
167
Fusion Capital
South Carolina
$2.44M -$568K -11,353 -19%
TC
168
TownSquare Capital
Utah
$2.4M +$2.4M +47,884 New
JWM
169
Jackson Wealth Management
Florida
$2.37M +$2.37M +47,351 New
ZA
170
Zazove Associates
Nevada
$2.34M +$2.34M +46,846 New
ACM
171
Absolute Capital Management
Pennsylvania
$2.32M +$20.7K +413 +0.9%
KAS
172
Kestra Advisory Services
Texas
$2.3M +$29.7K +594 +1%
KWM
173
Kingsview Wealth Management
Oregon
$2.29M -$480K -9,597 -17%
ISWM
174
Independent Solutions Wealth Management
New York
$2.29M -$171K -3,416 -7%
PFO
175
Pathstone Family Office
New Jersey
$2.29M -$126K -2,524 -5%