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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 %
RRA
276
Round Rock Advisors
Connecticut
$586K +$226K +4,490 +63%
MHS
277
M Holdings Securities
Oregon
$580K +$580K +11,497 New
NCM
278
New Capital Management
Texas
$579K -$2.62K -52 -0.5%
CFA
279
Capstone Financial Advisors
Illinois
$576K +$3.78K +75 +0.7%
CFC
280
Coyle Financial Counsel
Illinois
$576K +$43.5K +862 +8%
RCG
281
Regatta Capital Group
California
$576K -$4.03K -80 -0.7%
PA
282
Prossimo Advisors
California
$571K – – –
BOM
283
Bank of Marin
California
$568K +$30.1K +596 +6%
TFG
284
Tilson Financial Group
New Jersey
$568K – – –
TPBG
285
Turning Point Benefit Group
Maryland
$562K +$562K +11,143 New
MSWMA
286
Market Street Wealth Management Advisors
Indiana
$553K +$13.7K +272 +3%
FIA
287
Foundations Investment Advisors
Arizona
$547K +$547K +10,856 New
RW
288
REDW Wealth
New Mexico
$546K -$116K -2,308 -18%
Franklin Resources
289
Franklin Resources
California
$542K +$37.6K +745 +7%
MWM
290
Mascoma Wealth Management
New Hampshire
$540K -$14.2K -281 -3%
CFO
291
CVA Family Office
Colorado
$536K +$536K +10,631 New
IPA
292
Investment Planning Advisors
Georgia
$524K -$52.2K -1,035 -9%
CCWA
293
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$510K +$510K +10,114 New
Citadel Advisors
294
Citadel Advisors
Florida
$509K -$10.7M -212,120 -95%
PJSIMP
295
P.J. Schmidt Investment Management (PJS)
Wisconsin
$507K +$12.2K +241 +2%
ACA
296
Aptus Capital Advisors
Alabama
$497K +$3.03K +60 +0.6%
PA
297
Probity Advisors
Texas
$492K – – –
SFS
298
Searcy Financial Services
Kansas
$490K -$15.6K -310 -3%
CCA
299
Clearwater Capital Advisors
Illinois
$486K +$486K +9,644 New
NFG
300
Nations Financial Group
Iowa
$474K -$163K -3,224 -26%
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