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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.76%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$155M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$34.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$577M
4
FG
4
Foster Group
Iowa
$31.6M
5
TWP
5
Tempus Wealth Planning
California
$32.2M

Top Sellers

1
GA
1
Gateway Advisory
New Jersey
$1.9M
2
Bank of America
2
Bank of America
North Carolina
$394M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$591M
4
BlackRock
4
BlackRock
New York
$204M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
151
Aptus Capital Advisors
Alabama
$2.28M +$2.12M +42,108 +1,254%
BWM
152
BCGM Wealth Management
Indiana
$2.27M -$825K -16,417 -27%
ISWM
153
Independent Solutions Wealth Management
New York
$2.25M -$54.4K -1,083 -2%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$2.2M -$2.06M -41,031 -48%
CIAS
155
CBIZ Investment Advisory Services
Ohio
$2.18M +$95.7K +1,904 +5%
HF
156
HRT Financial
New York
$2.15M +$2.15M +42,731 New
DWM
157
Drive Wealth Management
Utah
$2.13M +$2.13M +42,455 New
GC
158
Gratus Capital
Georgia
$2.12M -$6.07M -120,842 -74%
SWM
159
Sugarloaf Wealth Management
Georgia
$2.1M -$157K -3,133 -7%
EP
160
Eudaimonia Partners
Tennessee
$2.1M +$1.45M +28,871 +225%
NFG
161
Nations Financial Group
Iowa
$2.09M -$203K -4,037 -9%
AWS
162
Atria Wealth Solutions
New York
$2.07M -$155K -3,086 -7%
IGGA
163
Iron Gate Global Advisors
Utah
$2.07M -$13M -259,129 -86%
KWM
164
Kingsview Wealth Management
Oregon
$2.05M -$257K -5,108 -11%
CFC
165
Client First Capital
California
$2.01M – – –
FC
166
Fusion Capital
South Carolina
$2M -$454K -9,029 -18%
PCIA
167
Prime Capital Investment Advisors
Kansas
$1.93M +$354K +7,054 +22%
GA
168
Gateway Advisory
New Jersey
$1.9M -$172M -3,426,088 -99%
CPP
169
Capasso Planning Partners
South Carolina
$1.89M – – –
SSWM
170
Sheets Smith Wealth Management
North Carolina
$1.85M -$684K -13,603 -27%
CPWA
171
Cerro Pacific Wealth Advisors
California
$1.85M +$168K +3,351 +10%
FCH
172
Freestone Capital Holdings
Washington
$1.84M -$341K -6,778 -16%
FA
173
Fortis Advisors
Pennsylvania
$1.84M +$13K +258 +0.7%
SCP
174
Seizert Capital Partners
Michigan
$1.83M -$342K -6,803 -16%
C
175
CEDRUS
Colorado
$1.76M +$4.67K +93 +0.3%
5 6
7
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