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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 %
RCA
51
Resonant Capital Advisors
Wisconsin
$9.93M -$183K -3,615 -2%
PFP
52
Pinnacle Financial Partners
Tennessee
$9.68M -$719K -14,223 -7%
PA
53
Parallel Advisors
California
$9.29M -$307K -6,073 -3%
EF
54
Exeter Financial
Arizona
$9.11M +$54.2K +1,072 +0.6%
CPIG
55
Chicago Partners Investment Group
Illinois
$8.55M +$731K +14,439 +9%
AI
56
Atria Investments
North Carolina
$8.41M +$203K +4,009 +2%
FIA
57
FPC Investment Advisory
California
$8.26M +$164K +3,255 +2%
CW
58
CreativeOne Wealth
Kansas
$8.22M +$373K +7,381 +5%
SPC
59
Sigma Planning Corp
Michigan
$8.05M -$468K -9,269 -5%
HTC
60
Haverford Trust Company
Pennsylvania
$8.02M -$328K -6,496 -4%
JWCA
61
J.W. Cole Advisors
Florida
$8.01M +$142K +2,812 +2%
HCM
62
Hengehold Capital Management
Ohio
$7.93M +$160K +3,174 +2%
SCM
63
Steele Capital Management
Iowa
$7.92M +$1.67M +33,141 +27%
BF
64
BOK Financial
Oklahoma
$7.81M +$2.66M +52,681 +52%
SAM
65
SP Asset Management
California
$7.63M -$4.77M -94,359 -38%
SC
66
Slow Capital
California
$7.38M +$7.18M +142,110 +3,526%
GC
67
Guidance Capital
Kentucky
$7.27M +$1.12M +22,064 +18%
SC
68
Saiph Capital
New Jersey
$7.23M +$144K +2,852 +2%
AF
69
Allworth Financial
California
$7.12M -$300K -5,932 -4%
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$7.11M +$297K +5,880 +4%
GRP
71
Global Retirement Partners
California
$6.73M +$238K +4,711 +4%
DWM
72
Drive Wealth Management
Utah
$6.65M -$32.6K -646 -0.5%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$6.55M -$2.01M -39,872 -24%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$6.54M +$369K +7,293 +6%
SFG
75
Snider Financial Group
Washington
$6.48M +$90.9K +1,799 +1%
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