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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.

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
Corient Private Wealth
1
Corient Private Wealth
Florida
$157M
2
BlackRock
2
BlackRock
New York
$302M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$541M
4
UBS Group
4
UBS Group
Switzerland
$211M
5
CCA
5
Clearwater Capital Advisors
Illinois
$41.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$559M
2
MCM
2
MV Capital Management
Maryland
$348K
3
Jane Street
3
Jane Street
New York
$8.03M
4
FDCC
4
Foster Dykema Cabot & Co
Massachusetts
$32.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$732M 14,631,931 +695,919 +5%
Bank of America
2
Bank of America
North Carolina
$559M 11,167,502 -1,788,018 -14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$541M 10,804,112 +1,528,222 +16%
SW
4
SVB Wealth
Massachusetts
$371M 7,410,533 -7,492 -0.1%
BlackRock
5
BlackRock
New York
$302M 6,034,980 +2,684,984 +80%
S
6
SignatureFD
Georgia
$259M 5,185,178 +332,671 +7%
UBS Group
7
UBS Group
Switzerland
$211M 4,214,302 +775,637 +23%
GA
8
Gateway Advisory
New Jersey
$173M 3,463,884 +170,323 +5%
Corient Private Wealth
9
Corient Private Wealth
Florida
$157M 3,131,598 +3,131,598 New
RJA
10
Raymond James & Associates
Florida
$64.3M 1,284,405 -48,666 -4%
LPL Financial
11
LPL Financial
California
$62M 1,239,306 +598,012 +93%
BWM
12
Baystate Wealth Management
Massachusetts
$56.5M 1,129,586 -11,562 -1%
BF
13
BOK Financial
Oklahoma
$51.7M 1,032,965 -115,944 -10%
CA
14
Capital Advantage
California
$47.6M 950,385 +1,577 +0.2%
CWM
15
Congress Wealth Management
Massachusetts
$47.5M 948,969 +569,272 +150%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$44.7M 892,561 +179,269 +25%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$42.4M 844,245 +176,124 +26%
AA
18
Acorns Advisers
California
$42.2M 844,203 +22,296 +3%
MML Investors Services
19
MML Investors Services
Massachusetts
$41.9M 836,715 +127,691 +18%
CCA
20
Clearwater Capital Advisors
Illinois
$41.3M 824,747 +721,569 +699%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$36.8M 735,464 -63,948 -8%
DCM
22
Donaldson Capital Management
Indiana
$36.2M 723,136 +199,312 +38%
WAG
23
Winthrop Advisory Group
Massachusetts
$33.6M 671,743 +12,251 +2%
FDCC
24
Foster Dykema Cabot & Co
Massachusetts
$32.2M 644,297 -555,957 -46%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$30.7M 614,147 -114,091 -16%
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