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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 %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$10.5M +$8.41M +166,309 +401%
PFP
52
Pinnacle Financial Partners
Tennessee
$10.4M -$1.79M -35,493 -15%
Stifel Financial
53
Stifel Financial
Missouri
$10.2M -$1.26M -24,954 -11%
RCA
54
Resonant Capital Advisors
Wisconsin
$10.1M +$2.07M +40,863 +26%
PAG
55
Private Advisor Group
New Jersey
$9.83M -$379K -7,498 -4%
PA
56
Parallel Advisors
California
$9.6M +$640K +12,649 +7%
EF
57
Exeter Financial
Arizona
$9.03M -$449K -8,914 -5%
AO
58
Advisor OS
Illinois
$8.86M +$2.54M +50,297 +40%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$8.57M +$3.1M +61,350 +57%
SPC
60
Sigma Planning Corp
Michigan
$8.52M +$3.83M +75,735 +82%
HTC
61
Haverford Trust Company
Pennsylvania
$8.36M -$233K -4,601 -3%
AI
62
Atria Investments
North Carolina
$8.21M +$302K +5,966 +4%
FIA
63
FPC Investment Advisory
California
$8.08M +$8.08M +160,182 New
JWCA
64
J.W. Cole Advisors
Florida
$7.87M +$715K +14,146 +10%
CW
65
CreativeOne Wealth
Kansas
$7.85M +$3.6M +71,108 +85%
CPIG
66
Chicago Partners Investment Group
Illinois
$7.79M -$226K -4,479 -3%
HCM
67
Hengehold Capital Management
Ohio
$7.78M +$302K +5,982 +4%
AF
68
Allworth Financial
California
$7.43M -$989K -19,559 -12%
SC
69
Saiph Capital
New Jersey
$7.09M +$7.09M +140,277 New
PFM
70
Phillips Financial Management
Indiana
$7.02M -$164K -3,247 -2%
CSPIA
71
Cary Street Partners Investment Advisory
Virginia
$6.81M -$703K -13,900 -9%
AWMS
72
Advocacy Wealth Management Services
Georgia
$6.72M -$985K -19,482 -13%
IWC
73
Integrated Wealth Concepts
Massachusetts
$6.72M -$133K -2,636 -2%
DWM
74
Drive Wealth Management
Utah
$6.68M -$126K -2,483 -2%
GRP
75
Global Retirement Partners
California
$6.5M +$126K +2,499 +2%
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3
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