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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 %
CS
176
Cannell & Spears
New York
$1.55M +$1.55M +30,859 New
BRWA
177
B. Riley Wealth Advisors
Florida
$1.53M +$895K +17,773 +142%
HI
178
Harbour Investments
Wisconsin
$1.52M -$116K -2,304 -7%
CAM
179
Crestone Asset Management
Colorado
$1.51M -$1.8M -35,712 -54%
RWIA
180
Roger Wittlin Investment Advisory
California
$1.5M -$114K -2,255 -7%
EW
181
Evoke Wealth
California
$1.5M +$1.5M +29,688 New
C
182
CEDRUS
Colorado
$1.5M -$262K -5,193 -15%
BWS
183
BCR Wealth Strategies
Alabama
$1.49M +$197K +3,920 +15%
BOH
184
Bank of Hawaii
Hawaii
$1.48M +$19.2K +381 +1%
CFS
185
Cannon Financial Strategists
Georgia
$1.46M +$6.4K +127 +0.4%
GF
186
Gries Financial
Ohio
$1.45M +$753K +14,952 +107%
KWM
187
Kingsview Wealth Management
Oregon
$1.43M -$149K -2,956 -9%
VA
188
Valmark Advisers
Ohio
$1.36M +$389K +7,718 +40%
ACP
189
Aveo Capital Partners
Colorado
$1.36M +$224K +4,440 +20%
TFGT
190
TS Financial Group (TSFG)
Illinois
$1.32M – – –
BCA
191
Bray Capital Advisors
Florida
$1.3M – – –
CCM
192
Crabel Capital Management
California
$1.24M -$871K -17,294 -41%
WT
193
Whittier Trust
California
$1.21M -$15.1K -300 -1%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$1.19M -$68K -1,350 -5%
PWM
195
Perigon Wealth Management
California
$1.18M -$1.63M -32,352 -58%
CGA
196
Crescent Grove Advisors
Illinois
$1.14M +$1.14M +22,619 New
WFA
197
Wells Financial Advisors
Massachusetts
$1.14M -$27.7K -550 -2%
Lido Advisors
198
Lido Advisors
California
$1.14M -$99.8K -1,981 -8%
CCM
199
Condor Capital Management
New Jersey
$1.14M -$75.8K -1,505 -6%
HCP
200
Hexagon Capital Partners
Arkansas
$1.14M -$211K -4,184 -16%
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