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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 %
AWS
351
Atria Wealth Solutions
New York
$239K -$399K -7,859 -63%
EBA
352
Eagle Bay Advisors
New York
$237K -$4.82K -95 -2%
SC
353
Scotia Capital
Ontario, Canada
$233K – – –
CGL
354
Clarius Group LLC
Washington
$220K -$10.2K -201 -4%
FPAS
355
Focus Partners Advisor Solutions
Missouri
$219K +$219K +4,319 New
BF
356
Blankinship & Foster
California
$219K – – –
DWM
357
Dopkins Wealth Management
New York
$218K – – –
PAA
358
Peregrine Asset Advisers
Oregon
$217K – – –
NL
359
NWAM LLC
Washington
$215K +$215K +4,246 New
Empower Advisory Group
360
Empower Advisory Group
Colorado
$209K -$109K -2,140 -34%
SWM
361
SeaCrest Wealth Management
New York
$204K -$17.1K -337 -8%
BBA
362
BLB&B Advisors
Pennsylvania
$203K – – –
SCA
363
Snowden Capital Advisors
New York
$202K +$202K +3,990 New
SI
364
Stephens Inc
Arkansas
$201K – – –
FP
365
Financial Perspectives
Minnesota
$197K +$1.93K +38 +1%
AWM
366
Avior Wealth Management
Nebraska
$196K -$26.3K -518 -12%
AAP
367
Arax Advisory Partners
Colorado
$191K -$218K -4,300 -53%
BTI
368
Blue Trust Inc
Georgia
$188K +$84.6K +1,675 +82%
BNP Paribas Financial Markets
369
BNP Paribas Financial Markets
France
$188K -$3.41M -67,287 -95%
WTC
370
WhitTier Trust Company
Nevada
$164K -$6.34K -125 -4%
KOCAA
371
Knights of Columbus Asset Advisors
Connecticut
$162K – – –
CFGS
372
Concourse Financial Group Securities
Alabama
$157K -$9.24K -182 -6%
AssetMark Inc
373
AssetMark Inc
California
$112K +$36.7K +724 +49%
CP
374
Castleview Partners
Texas
$86.2K +$86.2K +1,698 New
CAM
375
Creekmur Asset Management
Illinois
$78.6K – – –
13 14
15
16 17