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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.

New
Increased
Maintained
Reduced
Closed
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 %
PCP
101
Proficio Capital Partners
Massachusetts
$4.16M -$180K -3,570 -4%
KAS
102
Kestra Advisory Services
Texas
$4.16M +$513K +10,157 +14%
AWM
103
Avaii Wealth Management
Wisconsin
$4.12M +$97.6K +1,931 +2%
CCB
104
Country Club Bank
Missouri
$4.07M +$1.21M +23,951 +42%
CM
105
Cornerstone Management
Georgia
$4.01M +$87K +1,722 +2%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$4M -$419K -8,292 -9%
RFG
107
RFP Financial Group
Georgia
$3.93M +$675K +13,351 +21%
PGAM
108
Princeton Global Asset Management
New Jersey
$3.83M -$77.4K -1,531 -2%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$3.59M +$1.06M +21,017 +42%
WCM
110
WealthBridge Capital Management
Ohio
$3.57M +$262K +5,193 +8%
SPIA
111
Steward Partners Investment Advisory
New York
$3.4M +$109K +2,150 +3%
FGAM
112
Financial Gravity Asset Management
Texas
$3.36M -$2.69M -54,175 -44%
BW
113
Bison Wealth
Georgia
$3.26M – – –
AWE
114
Avidian Wealth Enterprises
Texas
$3.2M +$704K +13,941 +28%
GA
115
Gateway Advisory
New Jersey
$3.2M -$204K -4,044 -6%
FAM
116
Forte Asset Management
New York
$3.19M -$2.69M -53,320 -46%
PCIA
117
Prime Capital Investment Advisors
Kansas
$3.16M -$180K -3,570 -5%
NFG
118
Nations Financial Group
Iowa
$3.1M +$752K +14,891 +32%
SF
119
Synovus Financial
Georgia
$3M +$3M +59,316 New
Baird Financial Group
120
Baird Financial Group
Wisconsin
$2.99M +$173K +3,422 +6%
AAS
121
Ameritas Advisory Services
Nebraska
$2.94M +$22.9K +453 +0.8%
VF
122
Vista Finance
Missouri
$2.85M +$384K +7,602 +16%
BIAS
123
Beacon Investment Advisory Services
New Jersey
$2.85M -$390K -7,709 -12%
MCA
124
MSH Capital Advisors
Arizona
$2.68M – – –
BCM
125
Brookstone Capital Management
Illinois
$2.66M -$835K -16,525 -24%
3 4
5
6 7