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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

411 hedge funds and large institutions have $4.55B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 178 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.55%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.54%
New
41
Increased
135
Reduced
178
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Acute Investment Advisory
Arizona
$42.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$57.2M
3
FGAM
3
Financial Gravity Asset Management
Texas
$22.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$65.8M
5
DCM
5
Donaldson Capital Management
Indiana
$85.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$256M
2
SW
2
SVB Wealth
Massachusetts
$95.6M
3
Cerity Partners
3
Cerity Partners
New York
$207M
4
BIA
4
Bell Investment Advisors
California
$291K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$617M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
151
Vista Finance
Missouri
$2.16M -$224K -4,446 -9%
PCIA
152
Prime Capital Investment Advisors
Kansas
$2.16M -$269K -5,349 -11%
EP
153
Eudaimonia Partners
Tennessee
$2.12M -$122K -2,415 -5%
SAM
154
Simplify Asset Management
Nevada
$2.11M – – –
ISWM
155
Independent Solutions Wealth Management
New York
$2.07M -$22.1K -438 -1%
Citigroup
156
Citigroup
New York
$2.03M -$1.3M -25,708 -39%
NFG
157
Nations Financial Group
Iowa
$2.03M +$67.9K +1,347 +3%
CPP
158
Capasso Planning Partners
South Carolina
$2.02M +$29.1K +578 +1%
MTWM
159
Masso Torrence Wealth Management
New Jersey
$2.01M +$57.6K +1,144 +3%
SSWM
160
Sheets Smith Wealth Management
North Carolina
$1.97M +$88.4K +1,755 +5%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$1.94M +$416K +8,268 +27%
ZF
162
Zhang Financial
Michigan
$1.91M -$2.16M -42,928 -53%
DBT
163
Dubuque Bank & Trust
Iowa
$1.9M -$579K -11,490 -23%
IGGA
164
Iron Gate Global Advisors
Utah
$1.89M -$49.5K -983 -3%
PWA
165
Peterson Wealth Advisors
Utah
$1.84M +$325K +6,460 +21%
SCP
166
Seizert Capital Partners
Michigan
$1.83M +$1.83M +36,356 New
WWM
167
Wiser Wealth Management
Georgia
$1.77M -$3.82M -75,729 -68%
MWM
168
Mascoma Wealth Management
New Hampshire
$1.75M -$513K -10,189 -23%
ACM
169
Alpha Capital Management
Texas
$1.73M -$2.64M -52,350 -60%
GA
170
Gateway Advisory
New Jersey
$1.73M +$295K +5,848 +20%
IFS
171
Ifrah Financial Services
Arkansas
$1.7M +$71.1K +1,412 +4%
SWM
172
Sugarloaf Wealth Management
Georgia
$1.63M -$881K -17,484 -35%
FC
173
Fusion Capital
South Carolina
$1.62M -$139K -2,752 -8%
MA
174
Mutual Advisors
Nebraska
$1.6M +$67.5K +1,339 +4%
Citadel Advisors
175
Citadel Advisors
Florida
$1.56M -$1.51M -29,880 -49%
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7
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