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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

428 hedge funds and large institutions have $4.35B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 136 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.57%
New
58
Increased
136
Reduced
180
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$78M
2
DCM
Donaldson Capital Management
Indiana
$103M
3
AC
Avestar Capital
New York
$23.5M
4
MIS
Morningstar Investment Services
Illinois
$27.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$81.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$487M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$535M
3
SW
SVB Wealth
Massachusetts
$37.5M
4
TWP
Tempus Wealth Planning
California
$9.14M
5
Cerity Partners
Cerity Partners
New York
$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Nations Financial Group
Iowa
$2.11M +$86.7K +1,721 +4%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$2.09M +$154K +3,061 +8%
CCM
153
Crabel Capital Management
California
$2.09M +$850K +16,875 +69%
EP
154
Eudaimonia Partners
Tennessee
$2.07M -$48.7K -968 -2%
ISWM
155
Independent Solutions Wealth Management
New York
$2.03M -$44K -874 -2%
CPP
156
Capasso Planning Partners
South Carolina
$2.02M – – –
Citadel Advisors
157
Citadel Advisors
Florida
$1.99M +$432K +8,581 +28%
BWS
158
BCR Wealth Strategies
Alabama
$1.99M +$496K +9,850 +33%
HB
159
HTLF Bank
Colorado
$1.99M +$1.99M +39,463 New
IGGA
160
Iron Gate Global Advisors
Utah
$1.98M +$87.4K +1,736 +5%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$1.96M +$1.69M +33,625 +643%
SSWM
162
Sheets Smith Wealth Management
North Carolina
$1.9M -$61K -1,211 -3%
MCA
163
MSH Capital Advisors
Arizona
$1.88M +$1.88M +37,327 New
WT
164
Whittier Trust
California
$1.86M +$646K +12,837 +53%
PCIA
165
Prime Capital Investment Advisors
Kansas
$1.84M -$324K -6,428 -15%
MA
166
Mutual Advisors
Nebraska
$1.83M +$237K +4,707 +15%
SCP
167
Seizert Capital Partners
Michigan
$1.83M – – –
ACM
168
Alpha Capital Management
Texas
$1.73M – – –
GSWM
169
Greenup Street Wealth Management
Michigan
$1.73M -$438K -8,704 -20%
IFS
170
Ifrah Financial Services
Arkansas
$1.72M +$19.7K +391 +1%
MWM
171
Mascoma Wealth Management
New Hampshire
$1.69M -$60.9K -1,210 -3%
KCM
172
KM Capital Management
Texas
$1.65M -$1.03M -20,360 -38%
ASN
173
Advisory Services Network
Georgia
$1.64M -$618K -12,268 -27%
BTI
174
Blue Trust Inc
Georgia
$1.59M -$2.93M -58,177 -65%
FC
175
Fusion Capital
South Carolina
$1.57M -$43.6K -865 -3%
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