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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 %
FCIM
76
Fairview Capital Investment Management
California
$6.43M – – –
SFG
77
Snider Financial Group
Washington
$6.4M -$275K -5,440 -4%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$6.38M -$217K -4,284 -3%
Jane Street
79
Jane Street
New York
$6.28M +$4.11M +81,358 +190%
SCM
80
Steele Capital Management
Iowa
$6.25M +$5.88M +116,284 +1,579%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$6.18M -$299K -5,904 -5%
FGAM
82
Financial Gravity Asset Management
Texas
$6.15M -$31.8M -630,100 -84%
GC
83
Guidance Capital
Kentucky
$6.13M +$1.24M +24,704 +25%
FIBT
84
First International Bank & Trust
North Dakota
$6.09M -$1.42M -28,063 -19%
RW
85
RVW Wealth
California
$5.99M -$298K -5,901 -5%
FAM
86
Forte Asset Management
New York
$5.88M +$722K +14,280 +14%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$5.88M -$30K -594 -0.5%
FTUS
88
Flow Traders U.S.
New York
$5.86M +$4.28M +84,695 +271%
TWP
89
Tempus Wealth Planning
California
$5.5M -$3.68M -72,818 -40%
VCM
90
Virtue Capital Management
Tennessee
$5.45M -$2.67M -52,921 -33%
SWG
91
Summit Wealth Group
Vermont
$5.33M -$626K -12,378 -11%
LWM
92
LongView Wealth Management
Georgia
$5.33M +$524K +10,371 +11%
BF
93
BOK Financial
Oklahoma
$5.13M -$173K -3,445 -3%
RF
94
RHS Financial
California
$5.09M +$322K +6,362 +7%
Morgan Stanley
95
Morgan Stanley
New York
$5.03M -$261K -5,172 -5%
SFS
96
Sowell Financial Services
Arkansas
$4.95M -$95.1K -1,881 -2%
HCM
97
Howland Capital Management
Massachusetts
$4.95M -$224K -4,438 -4%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$4.89M +$3.83M +75,784 +361%
APIM
99
Agate Pass Investment Management
Washington
$4.71M -$2.9M -57,447 -38%
TA
100
TFB Advisors
Kansas
$4.53M -$462K -9,180 -9%
2 3
4
5 6