ICSH icon

iShares Ultra Short Duration Bond Active ETF

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.

Holders
428
Holders Change
+17
Holders Change %
+4.14%
% of All Funds
6.28%
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
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$535M 10,624,522 -1,621,248 -13%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$487M 9,680,123 -2,187,754 -18%
S
3
SignatureFD
Georgia
$287M 5,689,395 +131,436 +2%
Bank of America
4
Bank of America
North Carolina
$254M 5,041,931 -42,608 -0.8%
UBS Group
5
UBS Group
Switzerland
$224M 4,454,892 +234,750 +6%
BlackRock
6
BlackRock
New York
$220M 4,372,548 -18,868 -0.4%
Cerity Partners
7
Cerity Partners
New York
$185M 3,667,344 -434,248 -11%
DCM
8
Donaldson Capital Management
Indiana
$103M 2,041,042 +345,756 +20%
Corient Private Wealth
9
Corient Private Wealth
Florida
$95.5M 1,896,975 +13,605 +0.7%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$81.3M 1,614,922 +309,284 +24%
Renaissance Technologies
11
Renaissance Technologies
New York
$78M 1,549,000 +547,200 +55%
LPL Financial
12
LPL Financial
California
$75M 1,489,874 +240,987 +19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$70.7M 1,404,606 +60,569 +5%
BWM
14
Baystate Wealth Management
Massachusetts
$58.4M 1,159,142 +31,609 +3%
FDCP
15
Foster Dykema Cabot & Partners
Massachusetts
$50.4M 1,000,950 +1,000,950 New
Osaic Holdings
16
Osaic Holdings
Arizona
$47.5M 943,057 -192,827 -17%
AIA
17
Acute Investment Advisory
Arizona
$44.8M 889,798 +49,258 +6%
AA
18
Acorns Advisers
California
$42.6M 846,788 +8,483 +1%
DPI
19
Diversified Portfolios Inc
Michigan
$42.2M 837,621 +202,534 +32%
WAG
20
Winthrop Advisory Group
Massachusetts
$40.5M 804,717 +59,657 +8%
CCA
21
Clearwater Capital Advisors
Illinois
$38.8M 769,702 -139,690 -15%
SW
22
SVB Wealth
Massachusetts
$37.5M 745,267 -1,152,152 -61%
CA
23
Capital Advantage
California
$35.5M 704,719 -36,718 -5%
OPCM
24
Osborne Partners Capital Management
California
$34.8M 691,021 +178,891 +35%
FG
25
Foster Group
Iowa
$34M 675,610