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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.

New
Increased
Maintained
Reduced
Closed
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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$10.1M -$1.14M -22,620 -10%
EF
52
Exeter Financial
Arizona
$9.77M +$393K +7,786 +4%
HMS
53
Hanseatic Management Services
New Mexico
$9.6M +$718K +14,235 +8%
HCM
54
Hengehold Capital Management
Ohio
$8.95M +$792K +15,707 +10%
CW
55
CreativeOne Wealth
Kansas
$8.9M -$973K -19,289 -10%
PA
56
Parallel Advisors
California
$8.85M -$396K -7,843 -4%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$8.61M +$1.68M +33,332 +24%
GC
58
Guidance Capital
Kentucky
$8.44M +$680K +13,443 +9%
PFP
59
Pinnacle Financial Partners
Tennessee
$8.24M -$285K -5,657 -3%
CPC
60
Congress Park Capital
New York
$8.07M +$3.62M +71,825 +81%
FM
61
Family Management
New York
$8.07M -$917K -18,193 -10%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$7.89M -$35.4M -701,762 -82%
MOS
63
MGO One Seven
Ohio
$7.57M +$875K +17,353 +13%
MFG
64
Merit Financial Group
Georgia
$7.55M +$5.98M +118,544 +380%
AF
65
Allworth Financial
California
$7.43M +$1.86M +36,847 +33%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$7.1M +$1.81M +35,949 +34%
HTC
67
Haverford Trust Company
Pennsylvania
$6.93M -$963K -19,091 -12%
GRP
68
Global Retirement Partners
California
$6.79M +$433K +8,580 +7%
LIS
69
Legacy Investment Solutions
Idaho
$6.77M +$1.2M +23,827 +22%
LWMI
70
Legacy Wealth Management (Idaho)
Idaho
$6.77M +$1.2M +23,827 +22%
BWA
71
Boulder Wealth Advisors
Colorado
$6.71M -$750K -14,878 -10%
FF
72
Farrow Financial
Vermont
$6.62M +$1.06M +21,002 +19%
SAM
73
SP Asset Management
California
$6.5M -$226K -4,474 -3%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$6.49M +$480K +9,525 +8%
AO
75
Advisor OS
Illinois
$6.31M -$5.99M -118,752 -49%
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