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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 %
EWA
276
Encompass Wealth Advisors
Oregon
$466K – – –
SWM
277
Seed Wealth Management
Illinois
$455K +$253K +5,000 +125%
Pathstone Holdings
278
Pathstone Holdings
New Jersey
$453K +$453K +8,974 New
NIA
279
NIA Impact Advisors
California
$451K +$451K +8,935 New
AWM
280
Alterna Wealth Management
Texas
$438K – – –
SWM
281
Sugarloaf Wealth Management
Georgia
$436K – – –
AAM
282
Advisors Asset Management
Colorado
$424K +$142K +2,819 +51%
MSWM
283
McGlone Suttner Wealth Management
Wisconsin
$424K +$106K +2,101 +33%
OMC
284
Old Mission Capital
Illinois
$422K -$35.1K -695 -8%
FA
285
Fortis Advisors
Pennsylvania
$415K +$5.51K +109 +1%
SAG
286
SageView Advisory Group
California
$408K -$223K -2,353 Closed
AAP
287
Arax Advisory Partners
Colorado
$408K -$32.8K -650 -7%
Kovitz Investment Group Partners
288
Kovitz Investment Group Partners
Illinois
$394K +$394K +7,790 New
TI
289
TrueMark Investments
Illinois
$386K +$386K +7,646 New
AIMC
290
Alley Investment Management Company
Illinois
$385K – – –
SWM
291
Spire Wealth Management
Virginia
$380K -$1.97K -39 -0.5%
SRC
292
Sage Rhino Capital
California
$375K +$2.83K +56 +0.8%
HI
293
Harbour Investments
Wisconsin
$367K +$86.2K +1,706 +31%
Koshinski Asset Management
294
Koshinski Asset Management
Illinois
$363K +$35.6K +706 +11%
FWA
295
FOCUS Wealth Advisors
Texas
$361K – – –
RRA
296
Round Rock Advisors
Connecticut
$360K -$4.04K -80 -1%
AWM
297
Accurate Wealth Management
Florida
$356K -$6.31K -125 -2%
WLIM
298
White Lighthouse Investment Management
Massachusetts
$354K – – –
CCM
299
Condor Capital Management
New Jersey
$347K -$268K -5,302 -44%
COCM
300
Charter Oak Capital Management
New Hampshire
$346K – – –
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