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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 %
VIM
126
Vista Investment Management
Pennsylvania
$2.62M -$609K -12,061 -19%
TYCC
127
Texas Yale Capital Corp
Florida
$2.6M – – –
PWA
128
Peterson Wealth Advisors
Utah
$2.57M +$353K +6,994 +16%
CWM
129
Cahaba Wealth Management
Georgia
$2.54M +$33.8K +668 +1%
HWAM
130
Hennion & Walsh Asset Management
New Jersey
$2.54M +$9.55K +189 +0.4%
ZIM
131
Zacks Investment Management
Illinois
$2.53M -$56.2K -1,113 -2%
Creative Planning
132
Creative Planning
Kansas
$2.51M -$84.8K -1,678 -3%
CPWA
133
Cerro Pacific Wealth Advisors
California
$2.47M +$2.47M +48,795 New
BWS
134
BCR Wealth Strategies
Alabama
$2.41M -$714K -14,123 -23%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$2.4M -$679K -13,439 -22%
SRWM
136
Shira Ridge Wealth Management
California
$2.34M +$1.92K +38 +0.1%
AWM
137
Ariadne Wealth Management
California
$2.32M +$2.32M +45,904 New
SSWM
138
Sheets Smith Wealth Management
North Carolina
$2.17M +$157K +3,116 +8%
RIA
139
Realta Investment Advisors
Delaware
$2.16M +$88.8K +1,758 +4%
WWM
140
WT Wealth Management
Arizona
$2.11M -$397K -7,851 -16%
TLFA
141
True Link Financial Advisors
California
$2.07M – – –
GWAM
142
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.06M -$7.33K -145 -0.4%
ISWM
143
Independent Solutions Wealth Management
New York
$2.06M -$43.6K -863 -2%
CPP
144
Capasso Planning Partners
South Carolina
$2.03M – – –
RIA
145
Regal Investment Advisors
Michigan
$2.01M -$1.31M -25,895 -39%
CTA
146
Chesley Taft & Associates
Illinois
$2M -$45.4K -898 -2%
WA
147
Wealth Architects
California
$1.97M -$5.15K -102 -0.3%
PSA
148
Plum Street Advisors
Louisiana
$1.96M -$598K -11,827 -23%
IIA
149
Integral Investment Advisors
California
$1.96M +$380K +7,521 +24%
Betterment LLC
150
Betterment LLC
New York
$1.9M -$11.2K -221 -0.6%
4 5
6
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