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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

414 hedge funds and large institutions have $3.24B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+19
Holders Change %
+4.81%
% of All Funds
5.99%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
54
Increased
139
Reduced
166
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$43.6M
2
DPI
2
Diversified Portfolios Inc
Michigan
$58.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$13.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.3M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$11M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$0
2
CA
2
Capital Advantage
California
$2.08M
3
Bank of America
3
Bank of America
North Carolina
$164M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$54.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$454M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBT
226
Canandaigua National Bank & Trust
New York
$822K +$822K +16,200 New
CFG
227
Clayton Financial Group
Missouri
$817K -$326K -6,419 -29%
TFGT
228
TS Financial Group (TSFG)
Illinois
$814K -$92.9K -1,830 -10%
OIA
229
OneDigital Investment Advisors
Kansas
$784K – – –
CMP
230
Courage Miller Partners
Virginia
$771K – – –
VP
231
Verum Partners
North Carolina
$771K -$115K -2,276 -13%
HCP
232
Hexagon Capital Partners
Arkansas
$760K -$35.3K -696 -4%
WFA
233
Wells Financial Advisors
Massachusetts
$746K -$144K -2,833 -16%
Wealthfront Advisers
234
Wealthfront Advisers
California
$746K -$38.8K -765 -5%
RA
235
RFG Advisory
Alabama
$727K -$4.23M -83,301 -85%
AP
236
Atwood & Palmer
Missouri
$724K -$7.61K -150 -1%
JCM
237
Jacobi Capital Management
Pennsylvania
$713K -$31.1K -612 -4%
TC
238
TAGStone Capital
North Carolina
$705K -$358K -7,065 -34%
RWI
239
Red Wave Investments
Pennsylvania
$702K -$20K -395 -3%
OWA
240
Octavia Wealth Advisors
Ohio
$696K -$1.47K -29 -0.2%
CAC
241
Certified Advisory Corp
Florida
$693K -$81.3K -1,602 -10%
WANY
242
Wealthspire Advisors (New York)
New York
$670K +$25.1K +495 +4%
RW
243
REDW Wealth
New Mexico
$666K +$25K +492 +4%
EWA
244
Elevate Wealth Advisory
Georgia
$663K +$141K +2,772 +27%
LEFP
245
Leading Edge Financial Planning
Tennessee
$662K +$47K +927 +8%
CFS
246
CGC Financial Services
Oregon
$646K -$53.7K -1,058 -8%
EAM
247
Evanson Asset Management
California
$644K – – –
NFG
248
Nations Financial Group
Iowa
$640K -$2.48M -48,802 -79%
CIA
249
Concurrent Investment Advisors
Florida
$629K +$629K +12,405 New
SEP
250
Southland Equity Partners
Missouri
$626K -$12.7K -251 -2%
8 9
10
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