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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 %
TSS
201
Two Sigma Securities
New York
$1.11M +$1.11M +22,074 New
PMA
202
Prudent Man Advisors
Illinois
$1.11M – – –
MMA
203
Miracle Mile Advisors
California
$1.07M +$4.43K +88 +0.4%
TCM
204
Tradewinds Capital Management
Washington
$1.07M +$18.2K +362 +2%
TFGT
205
TS Financial Group (TSFG)
Illinois
$1.07M -$252K -5,013 -19%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$1.06M -$136K -2,703 -11%
WFA
207
Wells Financial Advisors
Massachusetts
$1.05M -$88.9K -1,765 -8%
SB
208
Strategic Blueprint
Georgia
$1.03M -$14.5K -287 -1%
JIP
209
Jaffetilchin Investment Partners
Florida
$1.02M -$806 -16 -0.1%
CGA
210
Crescent Grove Advisors
Illinois
$1.02M -$120K -2,382 -11%
HT
211
Heritage Trust
Oklahoma
$999K – – –
SCA
212
Sandy Cove Advisors
Massachusetts
$994K +$359K +7,132 +57%
BTWM
213
Baker Tilly Wealth Management
Wisconsin
$991K +$755K +14,998 +320%
CAM
214
Crestone Asset Management
Colorado
$969K -$543K -10,791 -36%
LFA
215
LGT Financial Advisors
Texas
$967K +$1.16K +23 +0.1%
PS
216
Principal Securities
Iowa
$951K +$951K +18,879 New
CA
217
CGN Advisors
Kansas
$925K +$527K +10,469 +133%
SWM
218
StoneCrest Wealth Management
Arizona
$924K +$924K +18,356 New
WMG
219
WESCAP Management Group
California
$920K +$40K +795 +5%
BA
220
Bristlecone Advisors
Washington
$915K -$1.96K -39 -0.2%
WA
221
Wealth Architects
California
$910K +$109K +2,155 +14%
CWA
222
Capital Wealth Alliance
Arizona
$899K +$276K +5,489 +44%
CCWA
223
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$896K -$217K -4,310 -20%
BCM
224
Boltwood Capital Management
California
$886K +$75.5K +1,500 +9%
AWM
225
Aprio Wealth Management
Georgia
$867K +$867K +17,222 New
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