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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 %
RPGK
301
Retirement Planning Group (Kansas)
Kansas
$342K -$42.3K -837 -11%
Thrivent Financial for Lutherans
302
Thrivent Financial for Lutherans
Minnesota
$340K +$42.4K +840 +14%
EE
303
EWG Elevate
California
$335K +$91.2K +1,804 +37%
HAG
304
HF Advisory Group
Maryland
$333K -$112K -2,214 -25%
AF
305
Advisornet Financial
Minnesota
$332K -$51K -1,010 -13%
IGGA
306
Iron Gate Global Advisors
Utah
$330K -$2.53K -50 -0.8%
AWM
307
AE Wealth Management
Kansas
$328K +$328K +6,492 New
Ameriprise
308
Ameriprise
Minnesota
$326K -$19.6K -387 -6%
Empower Advisory Group
309
Empower Advisory Group
Colorado
$316K +$7.07K +140 +2%
Comerica Bank
310
Comerica Bank
Texas
$315K -$1.92K -38 -0.6%
NFSG
311
Newbridge Financial Services Group
Florida
$308K +$21.2K +420 +7%
CCA
312
Clearwater Capital Advisors
Illinois
$305K -$39.6M -783,569 -99%
HSWM
313
Hubbell Strickland Wealth Management
Louisiana
$305K +$1.26K +25 +0.4%
BAM
314
Belpointe Asset Management
Nevada
$299K -$85.6K -1,695 -22%
AA
315
Argent Advisors
Louisiana
$298K +$30.2K +597 +11%
AWS
316
Aspen Wealth Strategies
Colorado
$275K -$48.3K -956 -15%
GCA
317
Guardian Capital Advisors
Ontario, Canada
$272K – – –
ONSWM
318
Old North State Wealth Management
North Carolina
$265K +$265K +5,248 New
FZCM
319
Flynn Zito Capital Management
New York
$260K +$260K +5,152 New
LCGC
320
Legacy Capital Group California
California
$257K +$2.48K +49 +1%
RCG
321
Regatta Capital Group
California
$254K – – –
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$253K +$253K +5,000 New
TWC
323
TD Waterhouse Canada
Ontario, Canada
$252K – – –
AC
324
Applied Capital
Arkansas
$251K -$6.42K -127 -2%
SAM
325
Strategy Asset Managers
California
$250K +$250K +4,973 New
11 12
13
14 15