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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.

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
1
Foster Dykema Cabot & Partners
Massachusetts
$110M
2
IGGA
2
Iron Gate Global Advisors
Utah
$29.6M
3
Bank of America
3
Bank of America
North Carolina
$184M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$90.9M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$420M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$203M
2
BlackRock
2
BlackRock
New York
$51.7M
3
Cerity Partners
3
Cerity Partners
New York
$33.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$162M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$7.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSP
26
Cary Street Partners
Virginia
$20.4M +$20.4M +404,170 New
RBC
27
Roble Belko & Company
Pennsylvania
$20.4M +$729K +14,451 +4%
AIA
28
Acute Investment Advisory
Arizona
$19.5M -$16.9M -334,763 -46%
T
29
Transce3nd
Texas
$16.9M +$16.9M +334,546 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$16.7M -$140K -2,781 -0.8%
S
31
SignatureFD
Georgia
$15.9M +$1.23M +24,350 +8%
AC
32
Avestar Capital
New York
$15.9M -$1.56M -30,890 -9%
SHGA
33
Sand Hill Global Advisors
California
$15.3M -$1.82M -36,062 -11%
SC
34
Slow Capital
California
$15M +$8.33M +165,159 +124%
GSIS
35
Global Strategic Investment Solutions
Arizona
$14.5M -$8.96M -177,738 -38%
SQA
36
Simon Quick Advisors
New Jersey
$14.5M +$252 +5 +0%
VBFP
37
Valtinson Bruner Financial Planning
Minnesota
$14.1M +$3.17M +62,762 +29%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$12.7M -$271K -5,370 -2%
Stifel Financial
39
Stifel Financial
Missouri
$12.7M +$2.32M +45,919 +22%
AWM
40
Ariadne Wealth Management
California
$12.6M +$10.2M +201,188 +422%
PAG
41
Private Advisor Group
New Jersey
$12.4M -$301K -5,977 -2%
Morgan Stanley
42
Morgan Stanley
New York
$11.8M +$7.18M +142,423 +157%
GMA
43
Glassy Mountain Advisors
Maryland
$11.5M -$599K -11,886 -5%
SC
44
Savant Capital
Illinois
$11.3M -$932K -18,475 -8%
EIA
45
Edgemoor Investment Advisors
Maryland
$11.2M +$774K +15,353 +7%
SCM
46
Steele Capital Management
Iowa
$11.2M +$3.31M +65,596 +42%
AI
47
Atria Investments
North Carolina
$11.2M +$2.41M +47,881 +27%
JWCA
48
J.W. Cole Advisors
Florida
$11.1M +$2.08M +41,340 +23%
BF
49
BOK Financial
Oklahoma
$10.7M +$2.42M +47,850 +29%
RCA
50
Resonant Capital Advisors
Wisconsin
$10.5M +$373K +7,391 +4%
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