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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
Mariner
Kansas
$72.3M
2
Citadel Advisors
Citadel Advisors
Florida
$24.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$24.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$97.9M
5
LPL Financial
LPL Financial
California
$89.4M

Top Sellers

1
S
SignatureFD
Georgia
$25M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$280M
3
Bank of America
Bank of America
North Carolina
$176M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$464M
5
Cerity Partners
Cerity Partners
New York
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Ameritas Advisory Services
Nebraska
$2.92M -$731K -14,467 -20%
BBA
127
Braun-Bostich & Associates
Pennsylvania
$2.87M -$3.09M -61,018 -52%
CCB
128
Country Club Bank
Missouri
$2.86M +$2.2M +43,556 +334%
WGC
129
Watts Gwilliam & Co
Arizona
$2.85M +$2.85M +56,480 New
Baird Financial Group
130
Baird Financial Group
Wisconsin
$2.81M -$3.34M -66,038 -54%
MCA
131
MSH Capital Advisors
Arizona
$2.68M +$791K +15,638 +42%
BFA
132
Bright Financial Advisors
Michigan
$2.64M +$2.64M +14,859 New
Prudential Financial
133
Prudential Financial
New Jersey
$2.61M -$1.79M -35,471 -41%
TYCC
134
Texas Yale Capital Corp
Florida
$2.61M – – –
Creative Planning
135
Creative Planning
Kansas
$2.6M +$40.7K +804 +2%
ZIM
136
Zacks Investment Management
Illinois
$2.59M -$45.2K -893 -2%
PSA
137
Plum Street Advisors
Louisiana
$2.57M +$2.57M +50,647 New
HWAM
138
Hennion & Walsh Asset Management
New Jersey
$2.53M -$436K -8,627 -15%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$2.53M -$4.71M -93,115 -65%
WWM
140
WT Wealth Management
Arizona
$2.51M -$246K -4,863 -9%
CWM
141
Cahaba Wealth Management
Georgia
$2.51M -$27.8K -550 -1%
AWE
142
Avidian Wealth Enterprises
Texas
$2.5M +$105K +2,078 +4%
VF
143
Vista Finance
Missouri
$2.46M +$296K +5,856 +14%
PIA
144
Panoramic Investment Advisors
Colorado
$2.35M +$33.1K +655 +1%
NFG
145
Nations Financial Group
Iowa
$2.35M +$232K +4,583 +11%
SRWM
146
Shira Ridge Wealth Management
California
$2.34M -$128K -2,526 -5%
VP
147
Verum Partners
North Carolina
$2.31M -$933K -18,457 -29%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$2.27M +$309K +6,119 +16%
CA
149
Cetera Advisors
Colorado
$2.24M +$830K +16,423 +59%
PWA
150
Peterson Wealth Advisors
Utah
$2.22M -$262K -5,191 -11%
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