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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 %
KAS
101
Kestra Advisory Services
Texas
$4.44M +$2.75M +54,439 +162%
SW
102
SVB Wealth
Massachusetts
$4.43M +$4.43M +87,892 New
HighTower Advisors
103
HighTower Advisors
Illinois
$4.42M +$346K +6,857 +8%
FHA
104
Flagship Harbor Advisors
Massachusetts
$4.37M +$1.7M +33,742 +64%
SF
105
Synovus Financial
Georgia
$4.31M -$5.19M -102,816 -55%
WWS
106
Wellington Wealth Strategies
Indiana
$4.27M -$1.24M -24,631 -23%
WCM
107
WealthBridge Capital Management
Ohio
$4.18M +$219K +4,349 +6%
GGS
108
Galvin Gaustad & Stein
Arizona
$4.11M +$3.01M +59,708 +274%
WA
109
Waverly Advisors
Alabama
$3.99M -$472K -9,360 -11%
SPIA
110
Steward Partners Investment Advisory
New York
$3.98M +$713K +14,147 +22%
ASN
111
Advisory Services Network
Georgia
$3.95M +$2.13M +42,230 +117%
PCIA
112
Prime Capital Investment Advisors
Kansas
$3.91M -$261K -5,183 -6%
KWM
113
Kingsview Wealth Management
Oregon
$3.9M +$2.19M +43,381 +128%
HB
114
HTLF Bank
Colorado
$3.86M -$203K -4,028 -5%
FGC
115
Financial Gravity Companies
Texas
$3.86M +$251K +4,973 +7%
CPWA
116
Cerro Pacific Wealth Advisors
California
$3.83M +$1.26M +24,853 +49%
PGAM
117
Princeton Global Asset Management
New Jersey
$3.77M +$6.1K +121 +0.2%
TWP
118
Tempus Wealth Planning
California
$3.75M -$1.19M -23,622 -24%
HCM
119
Howland Capital Management
Massachusetts
$3.67M -$743K -14,730 -17%
Financial Engines Advisors
120
Financial Engines Advisors
California
$3.65M -$68.9K -1,367 -2%
VCM
121
Virtue Capital Management
Tennessee
$3.64M -$73.7K -1,462 -2%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$3.62M +$40.1K +795 +1%
AAS
123
Ameritas Advisory Services
Nebraska
$3.48M +$291K +5,765 +9%
WWM
124
WJ Wealth Management
Arizona
$3.33M +$3.33M +66,077 New
AWE
125
Avidian Wealth Enterprises
Texas
$3.29M +$1.48M +29,351 +82%
3 4
5
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