ICSH icon

iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

458 hedge funds and large institutions have $3.34B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 162 increasing their positions, 163 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+44
Holders Change %
+10.63%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
77
Increased
162
Reduced
163
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$110M
2
IGGA
Iron Gate Global Advisors
Utah
$29.6M
3
Bank of America
Bank of America
North Carolina
$184M
4
Renaissance Technologies
Renaissance Technologies
New York
$90.9M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$420M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$203M
2
BlackRock
BlackRock
New York
$51.7M
3
Cerity Partners
Cerity Partners
New York
$33.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$162M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$7.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
251
Integrated Wealth Concepts
Massachusetts
$742K +$742K +14,722 New
HCP
252
Hexagon Capital Partners
Arkansas
$734K -$21.2K -420 -3%
WFA
253
Wells Financial Advisors
Massachusetts
$723K -$19K -376 -3%
RWIA
254
Roger Wittlin Investment Advisory
California
$718K -$574K -11,381 -44%
RWI
255
Red Wave Investments
Pennsylvania
$698K – – –
EWA
256
Elevate Wealth Advisory
Georgia
$696K +$37.2K +738 +6%
AP
257
Atwood & Palmer
Missouri
$695K -$25.2K -500 -4%
Betterment LLC
258
Betterment LLC
New York
$692K -$477K -9,466 -41%
OWA
259
Octavia Wealth Advisors
Ohio
$679K -$13K -258 -2%
ONSWM
260
Old North State Wealth Management
North Carolina
$661K +$42.8K +848 +7%
CFS
261
CGC Financial Services
Oregon
$655K +$12.4K +246 +2%
SEP
262
Southland Equity Partners
Missouri
$647K +$25.2K +500 +4%
EAM
263
Evanson Asset Management
California
$640K – – –
PCFFS
264
Pacific Center for Financial Services
California
$639K -$240K -4,765 -27%
HF
265
HRT Financial
New York
$632K -$807K -16,010 -56%
WANY
266
Wealthspire Advisors (New York)
New York
$631K -$34.7K -689 -5%
CAC
267
Certified Advisory Corp
Florida
$619K -$69.7K -1,383 -10%
MCA
268
Maryland Capital Advisors
Maryland
$616K – – –
JCIA
269
Jackson Creek Investment Advisors
Colorado
$612K +$612K +12,139 New
BPA
270
Beacon Pointe Advisors
California
$610K +$357K +7,080 +141%
SFG
271
SevenBridge Financial Group
Pennsylvania
$603K – – –
SCA
272
Sandy Cove Advisors
Massachusetts
$600K +$6.76K +134 +1%
VP
273
Verum Partners
North Carolina
$595K -$171K -3,396 -22%
AGA
274
Arkos Global Advisors
Texas
$591K – – –
PHIC
275
Pine Haven Investment Counsel
Massachusetts
$586K +$41.4K +820 +8%
9 10
11
12 13