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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.76%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$155M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$34.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$577M
4
FG
4
Foster Group
Iowa
$31.6M
5
TWP
5
Tempus Wealth Planning
California
$32.2M

Top Sellers

1
GA
1
Gateway Advisory
New Jersey
$1.9M
2
Bank of America
2
Bank of America
North Carolina
$394M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$591M
4
BlackRock
4
BlackRock
New York
$204M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$98.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$591M 11,759,366 -2,872,565 -20%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$577M 11,488,222 +684,110 +6%
Bank of America
3
Bank of America
North Carolina
$394M 7,844,351 -3,323,151 -30%
SW
4
SVB Wealth
Massachusetts
$319M 6,339,061 -1,071,472 -14%
S
5
SignatureFD
Georgia
$263M 5,243,559 +58,381 +1%
UBS Group
6
UBS Group
Switzerland
$223M 4,439,723 +225,421 +5%
BlackRock
7
BlackRock
New York
$204M 4,050,417 -1,984,563 -33%
Cerity Partners
8
Cerity Partners
New York
$155M 3,075,988 +3,055,107 +14,631%
Corient Private Wealth
9
Corient Private Wealth
Florida
$98.5M 1,959,757 -1,171,841 -37%
LPL Financial
10
LPL Financial
California
$67.7M 1,347,349 +108,043 +9%
RJA
11
Raymond James & Associates
Florida
$62.8M 1,249,891 -34,514 -3%
BWM
12
Baystate Wealth Management
Massachusetts
$58.8M 1,170,206 +40,620 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$58.3M 1,160,972 +268,411 +30%
DCM
14
Donaldson Capital Management
Indiana
$50.5M 1,005,874 +282,738 +39%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$48.1M 956,677 +112,432 +13%
CCA
16
Clearwater Capital Advisors
Illinois
$45.4M 902,925 +78,178 +9%
AA
17
Acorns Advisers
California
$42.8M 851,791 +7,588 +0.9%
CA
18
Capital Advantage
California
$41.6M 830,770 -119,615 -13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$37.6M 747,851 +12,387 +2%
WAG
20
Winthrop Advisory Group
Massachusetts
$36M 717,310 +45,567 +7%
Renaissance Technologies
21
Renaissance Technologies
New York
$34.8M 692,300 +692,300 New
FDCC
22
Foster Dykema Cabot & Co
Massachusetts
$32.4M 644,992 +695 +0.1%
TWP
23
Tempus Wealth Planning
California
$32.2M 639,913 +556,920 +671%
FG
24
Foster Group
Iowa
$31.6M 628,216 +628,216 New
BIA
25
Bell Investment Advisors
California
$26.7M 532,337 +19,128 +4%
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