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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

411 hedge funds and large institutions have $4.55B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 178 reducing their positions, and 39 closing their positions.

Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
6.55%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.54%
New
41
Increased
135
Reduced
178
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Acute Investment Advisory
Arizona
$42.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$57.2M
3
FGAM
3
Financial Gravity Asset Management
Texas
$22.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$65.8M
5
DCM
5
Donaldson Capital Management
Indiana
$85.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$256M
2
SW
2
SVB Wealth
Massachusetts
$95.6M
3
Cerity Partners
3
Cerity Partners
New York
$207M
4
BIA
4
Bell Investment Advisors
California
$291K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$617M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$617M 12,245,770 -493,212 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$598M 11,867,877 +53,382 +0.5%
S
3
SignatureFD
Georgia
$280M 5,557,959 +258,151 +5%
Bank of America
4
Bank of America
North Carolina
$256M 5,084,539 -1,265,287 -20%
BlackRock
5
BlackRock
New York
$221M 4,391,416 +274,497 +7%
UBS Group
6
UBS Group
Switzerland
$213M 4,220,142 -25,079 -0.6%
Cerity Partners
7
Cerity Partners
New York
$207M 4,101,592 -603,602 -13%
SW
8
SVB Wealth
Massachusetts
$95.6M 1,897,419 -1,137,545 -37%
Corient Private Wealth
9
Corient Private Wealth
Florida
$94.9M 1,883,370 -40,126 -2%
DCM
10
Donaldson Capital Management
Indiana
$85.4M 1,695,286 +386,341 +30%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$67.7M 1,344,037 +132,316 +11%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$65.8M 1,305,638 +425,495 +48%
LPL Financial
13
LPL Financial
California
$62.9M 1,248,887 -27,334 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$57.2M 1,135,884 +531,927 +88%
BWM
15
Baystate Wealth Management
Massachusetts
$56.8M 1,127,533 -68,026 -6%
Renaissance Technologies
16
Renaissance Technologies
New York
$50.5M 1,001,800 +341,500 +52%
CCA
17
Clearwater Capital Advisors
Illinois
$45.8M 909,392 +9,782 +1%
RJA
18
Raymond James & Associates
Florida
$44.2M 877,341 -141,745 -14%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$42.9M 851,418 +187,246 +28%
AIA
20
Acute Investment Advisory
Arizona
$42.3M 840,540 +840,540 New
AA
21
Acorns Advisers
California
$42.2M 838,305 +1,566 +0.2%
WAG
22
Winthrop Advisory Group
Massachusetts
$37.5M 745,060 -1,408 -0.2%
CA
23
Capital Advantage
California
$37.4M 741,437 -5,895 -0.8%
TWP
24
Tempus Wealth Planning
California
$35M 695,089 +363,946 +110%
FDCC
25
Foster Dykema Cabot & Co
Massachusetts
$34.8M 690,100 +6,185 +0.9%
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