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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 %
LIM
301
Leavell Investment Management
Alabama
$466K +$2.98K +59 +0.6%
CL
302
Choreo LLC
Illinois
$463K -$8.93K -177 -2%
QPWM
303
Quadrant Private Wealth Management
Pennsylvania
$458K -$3.23K -64 -0.7%
EAM
304
Everstar Asset Management
North Carolina
$458K -$25.2K -500 -5%
MCM
305
MAI Capital Management
Ohio
$451K +$451K +8,953 New
LEFP
306
Leading Edge Financial Planning
Tennessee
$451K -$206K -4,089 -31%
NIA
307
NIA Impact Advisors
California
$451K – – –
CWM
308
Copia Wealth Management
Oregon
$451K +$451K +8,935 New
BAAM
309
Baker Avenue Asset Management
California
$451K +$451K +8,935 New
NF
310
Nvest Financial
New Hampshire
$449K +$449K +8,900 New
SB
311
Strategic Blueprint
Georgia
$443K -$32.6K -647 -7%
AWM
312
Alterna Wealth Management
Texas
$437K – – –
SWM
313
Sugarloaf Wealth Management
Georgia
$436K +$151K +2,989 +53%
FA
314
Fortis Advisors
Pennsylvania
$427K +$7.11K +141 +2%
William Blair & Company
315
William Blair & Company
Illinois
$421K -$9.99K -198 -2%
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$417K -$5.24M -103,976 -93%
NAS
317
NWF Advisory Services
California
$406K +$406K +8,053 New
AIA
318
Accelerate Investment Advisors
California
$405K +$58.4K +1,158 +17%
WAM
319
WNY Asset Management
New York
$400K -$174K -3,449 -30%
EH
320
Equitable Holdings
New York
$400K +$45.6K +904 +13%
Kovitz Investment Group Partners
321
Kovitz Investment Group Partners
Illinois
$393K – – –
EE
322
EWG Elevate
California
$388K +$52.7K +1,044 +16%
SWM
323
Spire Wealth Management
Virginia
$386K +$2.57K +51 +0.7%
AIMC
324
Alley Investment Management Company
Illinois
$383K -$1.11K -22 -0.3%
HI
325
Harbour Investments
Wisconsin
$382K +$908 +18 +0.2%
11 12
13
14 15