ICSH icon

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 %
VT
326
Vise Technologies
New York
$315K -$176K -3,465 -36%
GCA
327
Guardian Capital Advisors
Ontario, Canada
$313K +$40.4K +800 +15%
AFO
328
Allie Family Office
Florida
$304K +$304K +6,000 New
TH
329
TCTC Holdings
Texas
$298K +$298K +5,874 New
AWS
330
Aspen Wealth Strategies
Colorado
$297K +$20.8K +409 +8%
Envestnet Portfolio Solutions
331
Envestnet Portfolio Solutions
Illinois
$296K +$80.5K +1,587 +37%
NG
332
Norden Group
Utah
$295K +$295K +5,814 New
BRWA
333
B. Riley Wealth Advisors
Florida
$294K -$1.16M -22,828 -80%
EWA
334
Encompass Wealth Advisors
Oregon
$293K -$175K -3,440 -37%
SRC
335
Sage Rhino Capital
California
$293K -$83.8K -1,651 -22%
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
$290K -$52K -1,023 -15%
SWM
337
Sugarloaf Wealth Management
Georgia
$287K -$152K -2,989 -35%
AA
338
Argent Advisors
Louisiana
$286K -$12.6K -248 -4%
PG
339
Proffitt & Goodson
Tennessee
$280K +$41K +808 +17%
Comerica Bank
340
Comerica Bank
Texas
$279K -$36.6K -722 -12%
HAG
341
HF Advisory Group
Maryland
$279K -$55.6K -1,096 -17%
MSWM
342
McGlone Suttner Wealth Management
Wisconsin
$265K -$162K -3,189 -38%
KFGK
343
Keystone Financial Group (Kentucky)
Kentucky
$264K +$264K +5,196 New
GVAG
344
Great Valley Advisor Group
Delaware
$261K -$635K -12,520 -71%
BPA
345
Beacon Pointe Advisors
California
$255K +$255K +5,024 New
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$254K – – –
OL
347
Optas LLC
Texas
$254K +$50.7K +1,000 +25%
TWC
348
TD Waterhouse Canada
Ontario, Canada
$253K – – –
ZF
349
Zega Financial
Florida
$252K +$252K +4,972 New
SPAS
350
Spectrum Planning & Advisory Services
California
$249K +$36.9K +727 +17%
12 13
14
15 16