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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

395 hedge funds and large institutions have $3.34B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-19
Holders Change %
-4.59%
% of All Funds
5.75%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.35%
New
32
Increased
140
Reduced
169
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Gratus Capital
Georgia
$27.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$112M
3
Bank of America
Bank of America
North Carolina
$188M
4
Morgan Stanley
Morgan Stanley
New York
$16.6M
5
CA
Capital Advantage
California
$46.9M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$219M
2
UBS Group
UBS Group
Switzerland
$160M
3
CCA
Clearwater Capital Advisors
Illinois
$305K
4
BlackRock
BlackRock
New York
$198M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
226
Certified Advisory Corp
Florida
$771K -$23.9K -473 -3%
CMP
227
Courage Miller Partners
Virginia
$768K – – –
MMA
228
Miracle Mile Advisors
California
$753K +$3.59K +71 +0.5%
MWM
229
Mascoma Wealth Management
New Hampshire
$752K -$204K -4,033 -21%
JCM
230
Jacobi Capital Management
Pennsylvania
$741K +$741K +14,666 New
BOH
231
Bank of Hawaii
Hawaii
$734K – – –
AP
232
Atwood & Palmer
Missouri
$729K -$13.9K -275 -2%
RWI
233
Red Wave Investments
Pennsylvania
$719K – – –
SB
234
Strategic Blueprint
Georgia
$697K -$46.4K -918 -6%
CFS
235
CGC Financial Services
Oregon
$697K +$55K +1,089 +9%
OWA
236
Octavia Wealth Advisors
Ohio
$695K +$210K +4,153 +43%
WANY
237
Wealthspire Advisors (New York)
New York
$642K -$229K -4,526 -26%
EAM
238
Evanson Asset Management
California
$641K – – –
RW
239
REDW Wealth
New Mexico
$639K +$46.4K +919 +8%
SEP
240
Southland Equity Partners
Missouri
$636K +$32.2K +637 +5%
AWS
241
Atria Wealth Solutions
New York
$635K -$119K -2,352 -16%
MCA
242
Maryland Capital Advisors
Maryland
$618K -$175K -3,465 -22%
LEFP
243
Leading Edge Financial Planning
Tennessee
$612K +$50.8K +1,006 +9%
EH
244
Equitable Holdings
New York
$607K +$42.7K +846 +8%
SFG
245
SevenBridge Financial Group
Pennsylvania
$603K -$207K -4,098 -26%
AGA
246
Arkos Global Advisors
Texas
$592K – – –
FLPIM
247
F.L. Putnam Investment Management
Massachusetts
$589K +$35.8K +708 +6%
NCM
248
New Capital Management
Texas
$581K -$40.5K -801 -7%
LIM
249
Leavell Investment Management
Alabama
$581K +$10.6K +209 +2%
IPA
250
Investment Planning Advisors
Georgia
$577K +$577K +11,420 New
8 9
10
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