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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

395 hedge funds and large institutions have $3.34B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 169 reducing their positions, and 44 closing their positions.

Holders
395
Holders Change
-19
Holders Change %
-4.59%
% of All Funds
5.75%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.35%
New
32
Increased
140
Reduced
169
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Gratus Capital
Georgia
$27.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$112M
3
Bank of America
3
Bank of America
North Carolina
$188M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.6M
5
CA
5
Capital Advantage
California
$46.9M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$219M
2
UBS Group
2
UBS Group
Switzerland
$160M
3
CCA
3
Clearwater Capital Advisors
Illinois
$305K
4
BlackRock
4
BlackRock
New York
$198M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
26
Roble Belko & Company
Pennsylvania
$20.5M +$175K +3,455 +0.9%
GSIS
27
Global Strategic Investment Solutions
Arizona
$20.4M -$6.27M -124,150 -24%
AC
28
Avestar Capital
New York
$18.3M +$488K +9,664 +3%
MML Investors Services
29
MML Investors Services
Massachusetts
$17.7M +$488K +9,655 +3%
Morgan Stanley
30
Morgan Stanley
New York
$16.6M +$11.6M +229,664 +231%
SC
31
Savant Capital
Illinois
$15.7M -$1.74M -34,526 -10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$15.7M -$117K -2,322 -0.7%
S
33
SignatureFD
Georgia
$15.6M -$9.45M -186,945 -38%
SW
34
SVB Wealth
Massachusetts
$15.4M -$16M -317,207 -51%
MIS
35
Morningstar Investment Services
Illinois
$15.2M +$1.29M +25,542 +9%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$14.6M -$606K -11,983 -4%
SQA
37
Simon Quick Advisors
New Jersey
$14.5M -$29.2K -577 -0.2%
PAG
38
Private Advisor Group
New Jersey
$14.2M +$4.37M +86,427 +44%
Financial Engines Advisors
39
Financial Engines Advisors
California
$13.5M +$46.2K +914 +0.3%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$12.9M +$2.38M +47,016 +23%
Osaic Holdings
41
Osaic Holdings
Arizona
$12.2M -$6.73M -133,206 -36%
BFPW
42
BOK Financial Private Wealth
Colorado
$12.2M -$5.96K -118 -0%
CSPAM
43
Cary Street Partners Asset Management
Virginia
$12.2M +$690K +13,660 +6%
GMA
44
Glassy Mountain Advisors
Maryland
$11.8M -$169K -3,339 -1%
AO
45
Advisor OS
Illinois
$11.1M +$2.24M +44,358 +25%
HMS
46
Hanseatic Management Services
New Mexico
$10.8M +$157K +3,111 +1%
FM
47
Family Management
New York
$10.8M -$1.21M -23,894 -10%
SHGA
48
Sand Hill Global Advisors
California
$10.5M -$3.16M -62,591 -23%
Stifel Financial
49
Stifel Financial
Missouri
$10.3M +$85.8K +1,697 +0.8%
EIA
50
Edgemoor Investment Advisors
Maryland
$10.2M -$586K -11,599 -5%
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