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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
+$17.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14M
3
Bank of America
Bank of America
North Carolina
+$11.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.6M
5
CA
Capital Advantage
California
+$7.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$60.3M
2
UBS Group
UBS Group
Switzerland
-$40.5M
3
CCA
Clearwater Capital Advisors
Illinois
-$39.6M
4
BlackRock
BlackRock
New York
-$26.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
351
Financial Perspectives
Minnesota
$195K +$1.92K +38 +1%
MCM
352
MV Capital Management
Maryland
$192K -$27.6K -546 -13%
PNC Financial Services Group
353
PNC Financial Services Group
Pennsylvania
$177K +$505 +10 +0.3%
WTC
354
WhitTier Trust Company
Nevada
$169K -$3.69K -73 -2%
CFGS
355
Concourse Financial Group Securities
Alabama
$165K -$10.1K -200 -6%
KOCAA
356
Knights of Columbus Asset Advisors
Connecticut
$161K – – –
SIS
357
Sound Income Strategies
Florida
$123K +$123K +2,430 New
MG
358
Mather Group
Illinois
$110K +$60.7K +1,200 +123%
Wells Fargo
359
Wells Fargo
California
$106K -$51.1K -1,012 -33%
BTI
360
Blue Trust Inc
Georgia
$104K – – –
CAL
361
Capital Analysts LLC
Pennsylvania
$83K -$1.16K -23 -1%
CAM
362
Creekmur Asset Management
Illinois
$78.3K – – –
CFG
363
CKW Financial Group
Hawaii
$78K -$19K -377 -20%
AssetMark Inc
364
AssetMark Inc
California
$75.1K +$28.3K +560 +60%
GWM
365
Geneos Wealth Management
Colorado
$59.2K -$707 -14 -1%
PTC
366
Private Trust Company
Ohio
$54.2K +$54.2K +1,072 New
BWL
367
Bogart Wealth LLC
Virginia
$51.8K -$51 -1 -0.1%
HWA
368
HHM Wealth Advisors
Tennessee
$51.2K – – –
AT
369
Avalon Trust
New Mexico
$46.8K – – –
CA
370
CoreCap Advisors
Michigan
$45.8K – – –
SWA
371
SOA Wealth Advisors
New York
$44.3K +$44.3K +877 New
TCG
372
Transcendent Capital Group
Oklahoma
$40K – – –
SS
373
Sunbelt Securities
Texas
$38.4K – – –
CWC
374
Carolinas Wealth Consulting
North Carolina
$34.6K +$303 +6 +0.9%
DZ Bank
375
DZ Bank
Germany
$33.8K +$5.05K +100 +18%
13 14
15
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