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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 %
NAS
351
Nicolet Advisory Services
Wisconsin
$292K +$292K +5,791 New
VT
352
Vise Technologies
New York
$292K -$21.3K -423 -7%
SPAS
353
Spectrum Planning & Advisory Services
California
$288K +$40.6K +806 +16%
AWS
354
Aspen Wealth Strategies
Colorado
$287K -$7.92K -157 -3%
SWP
355
Strategic Wealth Partners
Ohio
$286K -$4.28M -84,608 -94%
NFSG
356
Newbridge Financial Services Group
Florida
$284K -$48.4K -960 -15%
ISWM
357
Independent Solutions Wealth Management
New York
$275K -$1.53M -30,399 -85%
BRWA
358
B. Riley Wealth Advisors
Florida
$274K -$18.7K -370 -6%
BCA
359
Bay Colony Advisors
Massachusetts
$273K +$273K +5,423 New
Empower Advisory Group
360
Empower Advisory Group
Colorado
$273K +$65.9K +1,306 +32%
CM
361
Cornerstone Management
Georgia
$272K -$3.86M -76,616 -93%
LWA
362
Lifelong Wealth Advisors
Minnesota
$271K +$271K +5,380 New
YIA
363
YHB Investment Advisors
Connecticut
$271K -$294K -5,833 -52%
SRC
364
Sage Rhino Capital
California
$270K -$21.4K -424 -7%
SAG
365
SageView Advisory Group
California
$265K -$57.6K -1,143 -18%
EWA
366
Encompass Wealth Advisors
Oregon
$261K -$30.3K -600 -10%
RF
367
Rossby Financial
Florida
$261K +$261K +5,171 New
HAG
368
HF Advisory Group
Maryland
$260K -$17.6K -348 -6%
Pathstone Holdings
369
Pathstone Holdings
New Jersey
$257K -$196K -3,883 -43%
Comerica Bank
370
Comerica Bank
Texas
$256K -$21.7K -430 -8%
NG
371
Norden Group
Utah
$255K -$38K -754 -13%
LPFG
372
Landing Point Financial Group
Ohio
$254K +$254K +5,022 New
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$252K – – –
LI
374
LMCG Investments
Massachusetts
$252K +$252K +5,000 New
Envestnet Portfolio Solutions
375
Envestnet Portfolio Solutions
Illinois
$248K -$46.1K -914 -16%
13 14
15
16 17