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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 %
FCIM
76
Fairview Capital Investment Management
California
$6.42M – – –
PFM
77
Phillips Financial Management
Indiana
$6.4M -$608K -12,023 -9%
FIBT
78
First International Bank & Trust
North Dakota
$6.26M +$173K +3,422 +3%
AWMS
79
Advocacy Wealth Management Services
Georgia
$5.98M -$734K -14,519 -11%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$5.92M -$456K -9,018 -7%
FF
81
Farrow Financial
Vermont
$5.81M +$1.31M +25,931 +29%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$5.69M -$183K -3,625 -3%
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$5.66M +$5.66M +112,880 New
RW
84
RVW Wealth
California
$5.48M -$509K -10,078 -9%
TWP
85
Tempus Wealth Planning
California
$5.43M -$65.3K -1,292 -1%
HighTower Advisors
86
HighTower Advisors
Illinois
$5.4M +$1.36M +26,935 +34%
RF
87
RHS Financial
California
$5.37M +$278K +5,494 +5%
LWM
88
LongView Wealth Management
Georgia
$5.32M -$8.44K -167 -0.2%
VCM
89
Virtue Capital Management
Tennessee
$5.2M -$269K -5,312 -5%
APIM
90
Agate Pass Investment Management
Washington
$5.17M +$470K +9,293 +10%
FTUS
91
Flow Traders U.S.
New York
$5.15M -$710K -14,055 -12%
MOS
92
MGO One Seven
Ohio
$5.1M +$1.12M +22,147 +28%
RA
93
RFG Advisory
Alabama
$4.93M +$4.46M +88,181 +934%
SWG
94
Summit Wealth Group
Vermont
$4.91M -$422K -8,346 -8%
4WM
95
49 Wealth Management
Texas
$4.89M -$14.1M -280,049 -74%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$4.88M -$12.4K -245 -0.3%
Prudential Financial
97
Prudential Financial
New Jersey
$4.7M +$2.09M +41,363 +80%
WA
98
Waverly Advisors
Alabama
$4.6M +$158K +3,126 +4%
HCM
99
Howland Capital Management
Massachusetts
$4.6M -$349K -6,897 -7%
SFS
100
Sowell Financial Services
Arkansas
$4.56M -$394K -7,792 -8%
2 3
4
5 6