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

Top Sellers

1
S
1
SignatureFD
Georgia
$25M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$280M
3
Bank of America
3
Bank of America
North Carolina
$176M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$464M
5
Cerity Partners
5
Cerity Partners
New York
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
26
SignatureFD
Georgia
$25M -$263M -5,194,639 -91%
Citadel Advisors
27
Citadel Advisors
Florida
$24.5M +$22.5M +444,865 +1,125%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$24.5M +$21.9M +433,393 +854%
CG
29
Cynosure Group
Utah
$24M +$454K +8,989 +2%
CAN
30
Cetera Advisor Networks
California
$20.9M +$2.34M +46,279 +13%
RBC
31
Roble Belko & Company
Pennsylvania
$20.3M +$1.13M +22,402 +6%
4WM
32
49 Wealth Management
Texas
$19M +$881K +17,495 +5%
Osaic Holdings
33
Osaic Holdings
Arizona
$19M -$28.7M -567,936 -60%
AC
34
Avestar Capital
New York
$17.8M -$5.76M -113,979 -24%
SC
35
Savant Capital
Illinois
$17.4M -$1.97M -39,058 -10%
MML Investors Services
36
MML Investors Services
Massachusetts
$17.2M +$1.19M +23,495 +7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$15.8M -$1.83M -36,112 -10%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$15.2M -$10.2M -201,395 -40%
SQA
39
Simon Quick Advisors
New Jersey
$14.6M -$764K -15,109 -5%
MIS
40
Morningstar Investment Services
Illinois
$13.9M -$13.4M -264,755 -49%
SHGA
41
Sand Hill Global Advisors
California
$13.7M +$3.56M +70,433 +35%
Financial Engines Advisors
42
Financial Engines Advisors
California
$13.4M +$529K +10,462 +4%
SAM
43
SP Asset Management
California
$12.4M -$1.03M -20,356 -8%
BFPW
44
BOK Financial Private Wealth
Colorado
$12.2M -$872K -17,256 -7%
GMA
45
Glassy Mountain Advisors
Maryland
$12M +$179K +3,536 +2%
FM
46
Family Management
New York
$12M -$2.1M -41,623 -15%
CSPAM
47
Cary Street Partners Asset Management
Virginia
$11.5M +$858K +16,974 +8%
EIA
48
Edgemoor Investment Advisors
Maryland
$10.8M +$580K +11,473 +6%
HMS
49
Hanseatic Management Services
New Mexico
$10.7M +$685K +13,547 +7%
GC
50
Gratus Capital
Georgia
$10.5M -$6.17M -121,982 -37%
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