ICSH icon

iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

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
–

Top Buyers

1
BlackRock
BlackRock
New York
$302M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$541M
3
UBS Group
UBS Group
Switzerland
$211M
4
CCA
Clearwater Capital Advisors
Illinois
$41.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$732M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$559M
2
MCM
MV Capital Management
Maryland
$348K
3
Jane Street
Jane Street
New York
$8.03M
4
FDCC
Foster Dykema Cabot & Co
Massachusetts
$32.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
176
Nations Financial Group
Iowa
$2.28M +$480K +9,600 +27%
GI
177
Gradient Investments
Minnesota
$2.25M -$19M -378,719 -89%
SWM
178
Sugarloaf Wealth Management
Georgia
$2.25M -$283K -5,650 -11%
AWS
179
Atria Wealth Solutions
New York
$2.22M +$262K +5,229 +13%
FCH
180
Freestone Capital Holdings
Washington
$2.18M -$172K -3,437 -7%
SCP
181
Seizert Capital Partners
Michigan
$2.16M – – –
EE
182
EWG Elevate
California
$2.12M +$2.12M +42,364 New
PAS
183
Park Avenue Securities
New York
$2.09M +$352K +7,032 +20%
SI
184
Stephens Inc
Arkansas
$2.09M -$997K -19,924 -32%
CIAS
185
CBIZ Investment Advisory Services
Ohio
$2.08M -$90.6K -1,810 -4%
DADC
186
D.A. Davidson & Co
Montana
$2.04M +$1.44M +28,812 +241%
MTWM
187
Masso Torrence Wealth Management
New Jersey
$2.03M +$117K +2,332 +6%
CFC
188
Client First Capital
California
$2M – – –
LWM
189
LJI Wealth Management
Indiana
$1.97M +$1.97M +39,313 New
NGA
190
Naples Global Advisors
Florida
$1.95M -$3.23M -64,642 -62%
BRWA
191
B. Riley Wealth Advisors
Florida
$1.9M -$1.39M -27,874 -42%
CPP
192
Capasso Planning Partners
South Carolina
$1.88M +$517K +10,322 +38%
FA
193
Fortis Advisors
Pennsylvania
$1.82M -$40.7K -813 -2%
CIA
194
Compass Ion Advisors
Pennsylvania
$1.82M +$1.82M +36,385 New
OCPWS
195
One Charles Private Wealth Services
Massachusetts
$1.8M -$129K -2,582 -7%
C
196
CEDRUS
Colorado
$1.75M +$47.2K +944 +3%
CPWA
197
Cerro Pacific Wealth Advisors
California
$1.67M -$41.8K -835 -2%
MA
198
Mutual Advisors
Nebraska
$1.65M +$103K +2,051 +7%
DAM
199
Derbend Asset Management
Georgia
$1.64M +$1.64M +32,867 New
PWA
200
Physician Wealth Advisors
Utah
$1.63M -$59.8K -1,191 -4%
6 7
8
9 10