ICSH icon

iShares Ultra Short Duration Bond Active ETF

410 hedge funds and large institutions have $4.58B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 139 increasing their positions, 176 reducing their positions, and 50 closing their positions.

Holders
410
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
6.47%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.54%
New
43
Increased
139
Reduced
176
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$641M 12,738,982 +979,616 +8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$594M 11,814,495 +326,273 +3%
Bank of America
3
Bank of America
North Carolina
$319M 6,349,826 -1,494,525 -19%
S
4
SignatureFD
Georgia
$267M 5,299,808 +56,249 +1%
Cerity Partners
5
Cerity Partners
New York
$237M 4,705,194 +1,629,206 +53%
UBS Group
6
UBS Group
Switzerland
$214M 4,245,221 -194,502 -4%
BlackRock
7
BlackRock
New York
$207M 4,116,919 +66,502 +2%
SW
8
SVB Wealth
Massachusetts
$153M 3,034,964 -3,304,097 -52%
Corient Private Wealth
9
Corient Private Wealth
Florida
$96.8M 1,923,496 -36,261 -2%
DCM
10
Donaldson Capital Management
Indiana
$65.8M 1,308,945 +303,071 +30%
LPL Financial
11
LPL Financial
California
$64.2M 1,276,221 -71,128 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$60.9M 1,211,721 +50,749 +4%
BWM
13
Baystate Wealth Management
Massachusetts
$60.1M 1,195,559 +25,353 +2%
RJA
14
Raymond James & Associates
Florida
$51.3M 1,019,086 -230,805 -18%
CCA
15
Clearwater Capital Advisors
Illinois
$45.3M 899,610 -3,315 -0.4%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$44.3M 880,143 -76,534 -8%
AA
17
Acorns Advisers
California
$42.1M 836,739 -15,052 -2%
WAG
18
Winthrop Advisory Group
Massachusetts
$37.5M 746,468 +29,158 +4%
CA
19
Capital Advantage
California
$37.5M 747,332 -83,438 -10%
FDCC
20
Foster Dykema Cabot & Co
Massachusetts
$34.4M 683,915 +38,923 +6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$33.4M 664,172 +230,212 +53%
Renaissance Technologies
22
Renaissance Technologies
New York
$33.2M 660,300 -32,000 -5%
FG
23
Foster Group
Iowa
$32.5M 646,470 +18,254 +3%
GSIS
24
Global Strategic Investment Solutions
Arizona
$32M 636,927 +121,437 +24%
Osaic Holdings
25
Osaic Holdings
Arizona
$30.4M 603,957 +93,818 +18%