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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 %
FF
101
Farrow Financial
Vermont
$4.5M +$1.03M +20,317 +30%
WA
102
Waverly Advisors
Alabama
$4.44M -$437K -8,641 -9%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$4.42M -$884K -17,492 -17%
PCP
104
Proficio Capital Partners
Massachusetts
$4.35M -$182K -3,595 -4%
KPWS
105
Kestra Private Wealth Services
Texas
$4.25M -$5.83M -115,257 -58%
HighTower Advisors
106
HighTower Advisors
Illinois
$4.05M -$2.47M -48,877 -38%
AWM
107
Avaii Wealth Management
Wisconsin
$4.02M +$795K +15,724 +25%
MOS
108
MGO One Seven
Ohio
$3.99M -$84.9K -1,680 -2%
CM
109
Cornerstone Management
Georgia
$3.92M +$69.9K +1,383 +2%
PGAM
110
Princeton Global Asset Management
New Jersey
$3.91M -$94.5K -1,869 -2%
LRWA
111
Long Run Wealth Advisors
New York
$3.91M -$1.27M -25,217 -25%
KAS
112
Kestra Advisory Services
Texas
$3.65M +$1.2M +23,714 +49%
BCM
113
Brookstone Capital Management
Illinois
$3.5M -$50.8K -1,004 -1%
GA
114
Gateway Advisory
New Jersey
$3.4M -$1.31M -25,953 -28%
PCIA
115
Prime Capital Investment Advisors
Kansas
$3.34M +$1.5M +29,624 +81%
RIA
116
Regal Investment Advisors
Michigan
$3.32M -$271K -5,357 -8%
WCM
117
WealthBridge Capital Management
Ohio
$3.31M +$37.4K +739 +1%
SPIA
118
Steward Partners Investment Advisory
New York
$3.29M +$389K +7,698 +13%
BW
119
Bison Wealth
Georgia
$3.26M -$207K -4,091 -6%
RFG
120
RFP Financial Group
Georgia
$3.26M +$96.9K +1,916 +3%
BIAS
121
Beacon Investment Advisory Services
New Jersey
$3.24M -$309K -6,116 -9%
VIM
122
Vista Investment Management
Pennsylvania
$3.23M +$5.56K +110 +0.2%
WWS
123
Wellington Wealth Strategies
Indiana
$3.19M -$207K -4,102 -6%
BWS
124
BCR Wealth Strategies
Alabama
$3.12M +$1.13M +22,305 +56%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$3.08M -$629K -12,442 -17%
3 4
5
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