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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

414 hedge funds and large institutions have $3.24B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+19
Holders Change %
+4.81%
% of All Funds
5.99%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
54
Increased
139
Reduced
166
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$43.6M
2
DPI
2
Diversified Portfolios Inc
Michigan
$58.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$13.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.3M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$11M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$0
2
CA
2
Capital Advantage
California
$2.08M
3
Bank of America
3
Bank of America
North Carolina
$164M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$54.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$454M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Avaii Wealth Management
Wisconsin
$4.25M +$121K +2,379 +3%
PCIA
102
Prime Capital Investment Advisors
Kansas
$4.2M +$1.03M +20,270 +32%
SFS
103
Sowell Financial Services
Arkansas
$4.18M -$396K -7,799 -9%
CM
104
Cornerstone Management
Georgia
$4.16M +$137K +2,693 +3%
HB
105
HTLF Bank
Colorado
$4.09M +$4.09M +80,661 New
HighTower Advisors
106
HighTower Advisors
Illinois
$4.09M -$1.34M -26,406 -25%
SPC
107
Sigma Planning Corp
Michigan
$4.06M -$4.03M -79,333 -50%
RFG
108
RFP Financial Group
Georgia
$4.03M +$81.4K +1,605 +2%
WCM
109
WealthBridge Capital Management
Ohio
$3.98M +$393K +7,751 +11%
PGAM
110
Princeton Global Asset Management
New Jersey
$3.79M -$56.7K -1,117 -1%
Financial Engines Advisors
111
Financial Engines Advisors
California
$3.75M -$9.77M -192,566 -72%
VCM
112
Virtue Capital Management
Tennessee
$3.74M -$1.48M -29,092 -28%
CCB
113
Country Club Bank
Missouri
$3.72M -$371K -7,320 -9%
FGC
114
Financial Gravity Companies
Texas
$3.64M +$3.64M +71,645 New
PGFC
115
Peapack-Gladstone Financial Corp
New Jersey
$3.62M -$401K -7,898 -10%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$3.6M +$1.19M +23,453 +49%
BW
117
Bison Wealth
Georgia
$3.47M +$195K +3,846 +6%
SPIA
118
Steward Partners Investment Advisory
New York
$3.29M -$123K -2,418 -4%
GA
119
Gateway Advisory
New Jersey
$3.26M +$51.8K +1,020 +2%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$3.24M +$2.71M +53,360 +510%
AAS
121
Ameritas Advisory Services
Nebraska
$3.21M +$251K +4,938 +8%
Jane Street
122
Jane Street
New York
$3.19M +$3.19M +62,922 New
VF
123
Vista Finance
Missouri
$3.11M +$252K +4,965 +9%
WGC
124
Watts Gwilliam & Co
Arizona
$2.96M +$2.96M +58,648 New
BCM
125
Brookstone Capital Management
Illinois
$2.96M +$286K +5,632 +11%
3 4
5
6 7