ICSH icon

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 %
FP
401
Financial Perspectives
Minnesota
$199K +$2.47K +49 +1%
AAP
402
Arax Advisory Partners
Colorado
$190K – – –
BTI
403
Blue Trust Inc
Georgia
$177K -$11K -219 -6%
AWM
404
Avior Wealth Management
Nebraska
$169K -$25.6K -508 -13%
WTC
405
WhitTier Trust Company
Nevada
$163K – – –
KOCAA
406
Knights of Columbus Asset Advisors
Connecticut
$160K -$1.01K -20 -0.6%
Wells Fargo
407
Wells Fargo
California
$151K +$139K +2,761 +1,146%
MTIC
408
Missouri Trust & Investment Company
Missouri
$151K +$151K +2,990 New
PG
409
Proffitt & Goodson
Tennessee
$144K -$134K -2,649 -48%
PPA
410
Pilgrim Partners Asia
Singapore
$117K +$117K +2,320 New
CFGS
411
Concourse Financial Group Securities
Alabama
$96.9K -$59.6K -1,178 -38%
CAM
412
Creekmur Asset Management
Illinois
$78.1K – – –
WT
413
Washington Trust
Rhode Island
$75.6K +$25.2K +500 +50%
PTC
414
Private Trust Company
Ohio
$65.6K +$11.6K +230 +21%
CFG
415
CKW Financial Group
Hawaii
$65K -$13.3K -262 -17%
MCM
416
MV Capital Management
Maryland
$64.8K -$9.23K -183 -12%
MG
417
Mather Group
Illinois
$61.8K – – –
GWM
418
Geneos Wealth Management
Colorado
$57.7K -$706 -14 -1%
HWA
419
HHM Wealth Advisors
Tennessee
$51.1K – – –
AF
420
Advisornet Financial
Minnesota
$50.4K -$271K -5,380 -84%
WPWM
421
Western Pacific Wealth Management
Illinois
$50.4K – – –
PWA
422
Physician Wealth Advisors
Utah
$50.4K +$50.4K +1,000 New
BWL
423
Bogart Wealth LLC
Virginia
$49.9K – – –
AT
424
Avalon Trust
New Mexico
$46.7K – – –
PNC Financial Services Group
425
PNC Financial Services Group
Pennsylvania
$44.9K +$202 +4 +0.5%
15 16
17
18 19