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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 %
FTUS
176
Flow Traders U.S.
New York
$1.57M +$1.57M +31,203 New
Citigroup
177
Citigroup
New York
$1.57M -$463K -9,190 -23%
VA
178
Valmark Advisers
Ohio
$1.56M +$193K +3,831 +14%
KWM
179
Kingsview Wealth Management
Oregon
$1.54M +$111K +2,202 +8%
RWIA
180
Roger Wittlin Investment Advisory
California
$1.49M -$705 -14 -0%
E3F
181
Eight 31 Financial
Texas
$1.48M +$1.48M +29,436 New
GF
182
Gries Financial
Ohio
$1.41M -$45.3K -900 -3%
CS
183
Cannell & Spears
New York
$1.4M -$150K -2,969 -10%
CA
184
Cetera Advisors
Colorado
$1.4M -$857K -17,012 -38%
Mariner
185
Mariner
Kansas
$1.39M +$410K +8,133 +42%
CFS
186
Cannon Financial Strategists
Georgia
$1.39M -$74.5K -1,480 -5%
FFA
187
Farther Finance Advisors
California
$1.33M +$793K +15,756 +149%
WP
188
WealthShield Partners
North Carolina
$1.31M +$947K +18,812 +263%
CFG
189
Clayton Financial Group
Missouri
$1.29M +$1.29M +25,639 New
RIA
190
Realta Investment Advisors
Delaware
$1.26M +$1.26M +25,010 New
BCA
191
Bray Capital Advisors
Florida
$1.26M -$45.1K -895 -3%
AIMC
192
Alley Investment Management Company
Illinois
$1.25M +$916K +18,183 +275%
IIA
193
Integral Investment Advisors
California
$1.19M +$180K +3,584 +18%
PWM
194
Perigon Wealth Management
California
$1.19M +$11.4K +226 +1%
LWM
195
Lionsbridge Wealth Management
Florida
$1.19M +$1.19M +23,554 New
CIAS
196
CFS Investment Advisory Services
New Jersey
$1.14M +$370K +7,339 +48%
PA
197
Prism Advisors
California
$1.13M +$1.13M +22,426 New
MFG
198
Merit Financial Group
Georgia
$1.12M +$163K +3,245 +17%
SFP
199
Shepherd Financial Partners
Massachusetts
$1.12M +$59.9K +1,189 +6%
CAL
200
Capital Advisors Ltd
Ohio
$1.12M +$2.27K +45 +0.2%
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8
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