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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 %
CW
426
Connectus Wealth
Ohio
– -$598K -11,875 Closed
PMG
427
ProVise Management Group
Florida
– -$535K -10,625 Closed
C
428
CEDRUS
Colorado
– -$508K -10,078 Closed
SWA
429
Stratos Wealth Advisors
Ohio
– -$397K -7,884 Closed
NGA
430
Naples Global Advisors
Florida
– -$395K -7,845 Closed
RCS
431
Retirement Capital Strategies
California
– -$370K -7,341 Closed
SOS
432
Silver Oak Securities
Tennessee
– -$369K -7,319 Closed
YIA
433
YHB Investment Advisors
Connecticut
– -$360K -7,158 Closed
JJBC
434
James J. Burns & Company
New York
– -$350K -6,950 Closed
PIA
435
Perennial Investment Advisors
California
– -$347K -6,888 Closed
Envestnet Portfolio Solutions
436
Envestnet Portfolio Solutions
Illinois
– -$332K -6,598 Closed
RW
437
Regimen Wealth
Georgia
– -$311K -6,170 Closed
LGA
438
Lebenthal Global Advisors
New York
– -$292K -5,801 Closed
DAM
439
Derbend Asset Management
Georgia
– -$260K -5,167 Closed
AWM
440
Apollon Wealth Management
South Carolina
– -$258K -5,128 Closed
PIA
441
Pinion Investment Advisors
Kansas
– -$249K -4,941 Closed
CAM
442
Concorde Asset Management
Michigan
– -$221K -4,380 Closed
SVWG
443
Shared Vision Wealth Group
United States
– -$214K -4,256 Closed
EWA
444
EP Wealth Advisors
California
– -$116K -2,305 Closed
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
– -$95.7K -1,900 Closed
National Bank of Canada
446
National Bank of Canada
Quebec, Canada
– -$66.7K -1,325 Closed
TCWA
447
Turtle Creek Wealth Advisors
Texas
– -$41.8K -830 Closed
TWM
448
Tradition Wealth Management
Minnesota
– -$29K -585 Closed
RFA
449
Resurgent Financial Advisors
Georgia
– -$25.2K -500 Closed
PTC
450
Private Trust Company
Ohio
– -$22.7K -450 Closed
15 16 17
18
19