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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.

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
1
Focus Partners Wealth
Massachusetts
$43.6M
2
DPI
2
Diversified Portfolios Inc
Michigan
$58.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$13.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.3M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$11M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$0
2
CA
2
Capital Advantage
California
$2.08M
3
Bank of America
3
Bank of America
North Carolina
$164M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$54.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$454M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
26
Roble Belko & Company
Pennsylvania
$19.8M -$798K -15,729 -4%
AC
27
Avestar Capital
New York
$17.5M -$858K -16,906 -5%
SHGA
28
Sand Hill Global Advisors
California
$17.2M +$6.69M +131,801 +63%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$17M +$1.22M +23,980 +8%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$16.4M +$1.78M +35,168 +12%
MIS
31
Morningstar Investment Services
Illinois
$16.1M +$830K +16,353 +5%
S
32
SignatureFD
Georgia
$14.7M -$887K -17,478 -6%
SQA
33
Simon Quick Advisors
New Jersey
$14.6M +$710 +14 +0%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$13.8M +$12.6M +247,586 +1,057%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$13.1M +$163K +3,204 +1%
CSPAM
36
Cary Street Partners Asset Management
Virginia
$13M +$780K +15,375 +6%
PAG
37
Private Advisor Group
New Jersey
$12.8M -$1.46M -28,779 -10%
AO
38
Advisor OS
Illinois
$12.4M +$1.24M +24,438 +11%
SC
39
Savant Capital
Illinois
$12.3M -$3.41M -67,299 -22%
GMA
40
Glassy Mountain Advisors
Maryland
$12.2M +$281K +5,542 +2%
Osaic Holdings
41
Osaic Holdings
Arizona
$11.4M -$922K -18,174 -8%
Citadel Advisors
42
Citadel Advisors
Florida
$11.3M +$11.3M +222,204 New
VBFP
43
Valtinson Bruner Financial Planning
Minnesota
$11M +$11M +215,864 New
EIA
44
Edgemoor Investment Advisors
Maryland
$10.5M +$266K +5,238 +3%
Stifel Financial
45
Stifel Financial
Missouri
$10.4M +$87.2K +1,718 +0.8%
BWM
46
Bulltick Wealth Management
Florida
$10.3M +$9.48M +186,803 +1,124%
RCA
47
Resonant Capital Advisors
Wisconsin
$10.2M +$180K +3,542 +2%
CW
48
CreativeOne Wealth
Kansas
$9.94M +$1.69M +33,216 +20%
SF
49
Synovus Financial
Georgia
$9.55M +$6.54M +128,872 +217%
EF
50
Exeter Financial
Arizona
$9.43M +$280K +5,520 +3%
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