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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 %
Wells Fargo
401
Wells Fargo
California
$12.2K -$94.1K -1,858 -89%
CT
402
Clearstead Trust
Maine
$10K – – –
CFFP
403
Center for Financial Planning
Michigan
$9.54K – – –
HNB
404
Huntington National Bank
Ohio
$6.8K -$6.52K – –
HFS
405
Horizon Financial Services
North Carolina
$6.55K – – –
OC
406
Oarsman Capital
Wisconsin
$6.34K +$6.34K +125 New
FFWM
407
Future Financial Wealth Management
Ohio
$6.09K +$6.09K +120 New
ABWM
408
Alpine Bank Wealth Management
Colorado
$5.13K +$5.13K +101 New
FIA
409
FPC Investment Advisory
California
$3.03K -$8.26M -163,377 -100%
EB
410
Eastern Bank
Massachusetts
$2.28K +$2.28K +45 New
BAM
411
Bellevue Asset Management
Washington
$1.77K – – –
CTA
412
Colonial Trust Advisors
South Carolina
$1.32K – – –
MLA
413
MB, Levis & Associates
Pennsylvania
$87 – – –
BHWM
414
Beaird Harris Wealth Management
Texas
$40 +$40 +1 New
WAG
415
Winthrop Advisory Group
Massachusetts
– -$46.3M -916,847 Closed
SW
416
SVB Wealth
Massachusetts
– -$15.4M -304,130 Closed
SC
417
Saiph Capital
New Jersey
– -$7.23M -143,129 Closed
DWM
418
Drive Wealth Management
Utah
– -$6.65M -131,513 Closed
Goldman Sachs
419
Goldman Sachs
New York
– -$1.47M -29,174 Closed
CCWA
420
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$866K -17,139 Closed
AFP
421
Alpha Financial Partners
Kentucky
– -$862K -17,050 Closed
MHS
422
M Holdings Securities
Oregon
– -$519K -10,268 Closed
OMC
423
Old Mission Capital
Illinois
– -$422K -8,359 Closed
RPGK
424
Retirement Planning Group (Kansas)
Kansas
– -$342K -6,768 Closed
AWM
425
AE Wealth Management
Kansas
– -$328K -6,492 Closed
14 15 16
17
18