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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

414 hedge funds and large institutions have $3.6B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 149 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-14
Holders Change %
-3.27%
% of All Funds
6%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.42%
New
34
Increased
149
Reduced
182
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
$72.3M
2
Citadel Advisors
Citadel Advisors
Florida
$24.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$24.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$97.9M
5
LPL Financial
LPL Financial
California
$89.4M

Top Sellers

1
S
SignatureFD
Georgia
$25M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$280M
3
Bank of America
Bank of America
North Carolina
$176M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$464M
5
Cerity Partners
Cerity Partners
New York
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
401
Clearstead Trust
Maine
$10K – – –
CFFP
402
Center for Financial Planning
Michigan
$9.51K – – –
PCM
403
Penserra Capital Management
California
$7K +$185 +4 +3%
HFS
404
Horizon Financial Services
North Carolina
$6.52K +$6.52K +129 New
CIAS
405
CBIZ Investment Advisory Services
Ohio
$6.27K +$6.27K +124 New
FFWM
406
Future Financial Wealth Management
Ohio
$6.07K +$6.07K +120 New
NS
407
NBC Securities
Alabama
$5K – – –
AIC
408
Archer Investment Corporation
Indiana
$4.55K -$9.15K -181 -67%
RG
409
Retirement Group
California
$4.36K – – –
GI
410
Gradient Investments
Minnesota
$3.64K -$2.73K -54 -43%
SAG
411
Spotlight Asset Group
Illinois
$2.17K -$22.3K -442 -91%
BAM
412
Bellevue Asset Management
Washington
$1.72K – – –
CTA
413
Colonial Trust Advisors
South Carolina
$1.32K -$86.4K -1,709 -99%
MLA
414
MB, Levis & Associates
Pennsylvania
$84 – – –
RAG
415
RIA Advisory Group
Iowa
– -$9.85M -452,314 Closed
AWM
416
AE Wealth Management
Kansas
– -$16.5M -325,738 Closed
Susquehanna International Group
417
Susquehanna International Group
Pennsylvania
– -$5.79M -115,042 Closed
EP
418
Eudaimonia Partners
Tennessee
– -$2.07M -41,196 Closed
HB
419
HTLF Bank
Colorado
– -$1.99M -39,463 Closed
PA
420
Prism Advisors
California
– -$1.13M -22,426 Closed
AC
421
AlphaCore Capital
California
– -$809K -16,054 Closed
EWA
422
Exencial Wealth Advisors
Oklahoma
– -$795K -15,782 Closed
SAM
423
Simplify Asset Management
Nevada
– -$753K -14,949 Closed
ACP
424
Aveo Capital Partners
Colorado
– -$653K -12,964 Closed
NAM
425
NorthCrest Asset Manangement
Minnesota
– -$635K -12,605 Closed
15 16
17
18 19