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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 %
PA
51
Parallel Advisors
California
$9.3M -$24.7K -486 -0.3%
TCG
52
Transcendent Capital Group
Oklahoma
$9.13M +$9.09M +179,200 +22,626%
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$9.11M +$3.38M +66,578 +59%
JWCA
54
J.W. Cole Advisors
Florida
$9.06M +$1.02M +20,022 +13%
FM
55
Family Management
New York
$9.04M -$1.76M -34,779 -16%
HMS
56
Hanseatic Management Services
New Mexico
$8.94M -$1.96M -38,585 -18%
BFPW
57
BOK Financial Private Wealth
Colorado
$8.91M -$3.35M -65,932 -27%
AI
58
Atria Investments
North Carolina
$8.87M +$431K +8,485 +5%
PFP
59
Pinnacle Financial Partners
Tennessee
$8.58M -$1.14M -22,474 -12%
BF
60
BOK Financial
Oklahoma
$8.32M +$502K +9,940 +6%
HCM
61
Hengehold Capital Management
Ohio
$8.2M +$238K +4,689 +3%
SCM
62
Steele Capital Management
Iowa
$7.99M +$32.3K +637 +0.4%
HTC
63
Haverford Trust Company
Pennsylvania
$7.94M -$113K -2,219 -1%
GC
64
Guidance Capital
Kentucky
$7.76M +$487K +9,614 +7%
BWA
65
Boulder Wealth Advisors
Colorado
$7.5M +$7.5M +147,862 New
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$7.21M +$77.2K +1,521 +1%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$6.97M +$1.02M +20,132 +17%
FTUS
68
Flow Traders U.S.
New York
$6.9M +$1.73M +34,071 +33%
SAM
69
SP Asset Management
California
$6.77M -$897K -17,673 -12%
SC
70
Slow Capital
California
$6.74M -$673K -13,271 -9%
MOS
71
MGO One Seven
Ohio
$6.74M +$1.61M +31,769 +31%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$6.47M -$105K -2,066 -2%
FCIM
73
Fairview Capital Investment Management
California
$6.45M – – –
GRP
74
Global Retirement Partners
California
$6.39M -$368K -7,260 -5%
SFG
75
Snider Financial Group
Washington
$6.32M -$191K -3,774 -3%
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