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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 %
CFG
376
CKW Financial Group
Hawaii
$78K – – –
MCM
377
MV Capital Management
Maryland
$74.5K -$118K -2,333 -61%
MG
378
Mather Group
Illinois
$62.2K -$48.2K -950 -44%
GWM
379
Geneos Wealth Management
Colorado
$58.8K -$710 -14 -1%
PTC
380
Private Trust Company
Ohio
$54.4K – – –
HWA
381
HHM Wealth Advisors
Tennessee
$51.5K – – –
WT
382
Washington Trust
Rhode Island
$50.7K +$50.7K +1,000 New
WPWM
383
Western Pacific Wealth Management
Illinois
$50.7K +$50.7K +1,000 New
BWL
384
Bogart Wealth LLC
Virginia
$50.2K -$1.83K -36 -4%
AT
385
Avalon Trust
New Mexico
$47K – – –
PNC Financial Services Group
386
PNC Financial Services Group
Pennsylvania
$45K -$132K -2,609 -75%
SWA
387
SOA Wealth Advisors
New York
$44.5K – – –
CAL
388
Capital Analysts LLC
Pennsylvania
$43K -$39.6K -789 -48%
SS
389
Sunbelt Securities
Texas
$38.5K – – –
MHR
390
Matthew Hamilton Rosenberg
$33K +$20.2K +399 +159%
CA
391
CoreCap Advisors
Michigan
$31.9K -$14.1K -277 -31%
TCM
392
TD Capital Management
Tennessee
$31.8K +$406 +8 +1%
CPG
393
Cornerstone Planning Group
New Jersey
$30.3K +$405 +8 +1%
FRA
394
Front Row Advisors
California
$27.9K – – –
NS
395
NBC Securities
Alabama
$27K – – –
RI
396
Ridgewood Investments
New Jersey
$26.6K -$51 -1 -0.2%
PB
397
Pinnacle Bancorp
Nebraska
$20.1K – – –
LFA
398
LGT Financial Advisors
Texas
$19.9K -$188K -3,704 -90%
AW
399
Avion Wealth
Texas
$15K +$15K +306 New
CWC
400
Carolinas Wealth Consulting
North Carolina
$13.2K -$21.5K -423 -62%
14 15
16
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