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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.

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 %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$6.28M -$154K -3,046 -2%
RSWM
77
Robertson Stephens Wealth Management
California
$6.19M +$419K +8,304 +7%
KC
78
Kintayl Capital
New York
$6.16M +$6.16M +122,200 New
SFG
79
Snider Financial Group
Washington
$6.15M -$131K -2,606 -2%
LWM
80
LongView Wealth Management
Georgia
$5.92M +$75.6K +1,499 +1%
FCIM
81
Fairview Capital Investment Management
California
$5.9M -$504K -10,000 -8%
FIBT
82
First International Bank & Trust
North Dakota
$5.88M -$399K -7,920 -6%
SWG
83
Summit Wealth Group
Vermont
$5.6M +$229K +4,550 +4%
CPIG
84
Chicago Partners Investment Group
Illinois
$5.59M -$192K -3,796 -3%
SRC
85
Shufro Rose & Co
New York
$5.58M +$4.31M +85,452 +340%
CA
86
Capital Advantage
California
$5.53M +$3.47M +68,722 +168%
PFM
87
Phillips Financial Management
Indiana
$5.37M -$377K -7,480 -7%
SFS
88
Sowell Financial Services
Arkansas
$5.18M +$1.03M +20,417 +25%
BFPW
89
BOK Financial Private Wealth
Colorado
$5.07M -$3.79M -75,179 -43%
APIM
90
Agate Pass Investment Management
Washington
$5.05M +$223K +4,414 +5%
EP
91
Essential Planning
New Hampshire
$5.04M +$5.04M +99,727 New
OFP
92
OFC Financial Planning
New Jersey
$4.98M +$4.98M +98,710 New
AWM
93
Avaii Wealth Management
Wisconsin
$4.94M +$713K +14,143 +17%
GA
94
Goldstein Advisors
Wisconsin
$4.87M +$4.87M +96,615 New
IAA
95
Independent Advisor Alliance
North Carolina
$4.79M +$4.79M +94,894 New
RF
96
RHS Financial
California
$4.65M -$380K -7,537 -8%
RFG
97
RFP Financial Group
Georgia
$4.62M +$621K +12,310 +16%
AWMS
98
Advocacy Wealth Management Services
Georgia
$4.61M -$388K -7,703 -8%
Jane Street
99
Jane Street
New York
$4.58M +$1.41M +27,948 +44%
BW
100
Bison Wealth
Georgia
$4.55M +$1.11M +21,925 +32%
2 3
4
5 6