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

Top Sellers

1
WAG
Winthrop Advisory Group
Massachusetts
$0
2
CA
Capital Advantage
California
$2.08M
3
Bank of America
Bank of America
North Carolina
$164M
4
Corient Private Wealth
Corient Private Wealth
Florida
$54.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$454M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
301
Kovitz Investment Group Partners
Illinois
$395K – – –
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$389K +$162K +3,197 +72%
AIMC
303
Alley Investment Management Company
Illinois
$386K – – –
SWM
304
Spire Wealth Management
Virginia
$386K +$4.41K +87 +1%
HI
305
Harbour Investments
Wisconsin
$383K +$14.8K +291 +4%
FZCM
306
Flynn Zito Capital Management
New York
$382K +$121K +2,385 +46%
FLPIM
307
F.L. Putnam Investment Management
Massachusetts
$375K -$217K -4,274 -37%
PA
308
Pinnacle Associates
New York
$366K +$366K +7,273 New
FWA
309
FOCUS Wealth Advisors
Texas
$362K – – –
RRA
310
Round Rock Advisors
Connecticut
$362K – – –
EH
311
Equitable Holdings
New York
$356K -$254K -4,997 -42%
WLIM
312
White Lighthouse Investment Management
Massachusetts
$355K – – –
CCM
313
Condor Capital Management
New Jersey
$354K +$5.07K +100 +1%
AIA
314
Accelerate Investment Advisors
California
$349K +$349K +6,874 New
COCM
315
Charter Oak Capital Management
New Hampshire
$348K – – –
HCA
316
Heck Capital Advisors
Wisconsin
$345K +$95.7K +1,886 +38%
CPRC
317
Consolidated Portfolio Review Corp
New York
$342K -$150K -2,963 -31%
AWM
318
Accurate Wealth Management
Florida
$340K -$16.3K -322 -5%
EE
319
EWG Elevate
California
$338K +$1.88K +37 +0.6%
LCGC
320
Legacy Capital Group California
California
$335K +$76.3K +1,504 +30%
NFSG
321
Newbridge Financial Services Group
Florida
$334K +$25.1K +495 +8%
SAG
322
SageView Advisory Group
California
$324K +$324K +6,388 New
AF
323
Advisornet Financial
Minnesota
$324K -$10K -198 -3%
IGGA
324
Iron Gate Global Advisors
Utah
$323K -$8.63K -170 -3%
Ameriprise
325
Ameriprise
Minnesota
$315K -$12.2K -241 -4%
11 12
13
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