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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 %
FAM
126
Forte Asset Management
New York
$2.94M -$259K -5,110 -8%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$2.91M -$90.1K -1,775 -3%
MCA
128
MSH Capital Advisors
Arizona
$2.88M +$188K +3,709 +7%
PCP
129
Proficio Capital Partners
Massachusetts
$2.78M -$1.4M -27,564 -33%
BIAS
130
Beacon Investment Advisory Services
New Jersey
$2.77M -$91.3K -1,800 -3%
FHA
131
Flagship Harbor Advisors
Massachusetts
$2.69M +$2.69M +52,951 New
4WM
132
49 Wealth Management
Texas
$2.65M -$2.27M -44,798 -46%
TYCC
133
Texas Yale Capital Corp
Florida
$2.61M – – –
TC
134
TownSquare Capital
Utah
$2.61M +$1.77M +34,893 +210%
RIA
135
Realta Investment Advisors
Delaware
$2.6M +$440K +8,700 +20%
BAM
136
Belpointe Asset Management
Nevada
$2.59M +$2.29M +45,131 +763%
CWM
137
Cahaba Wealth Management
Georgia
$2.59M +$34K +670 +1%
ZIM
138
Zacks Investment Management
Illinois
$2.58M +$38.3K +755 +2%
PSA
139
Plum Street Advisors
Louisiana
$2.57M +$600K +11,827 +30%
CPWA
140
Cerro Pacific Wealth Advisors
California
$2.56M +$94.3K +1,867 +4%
VIM
141
Vista Investment Management
Pennsylvania
$2.56M -$71.2K -1,403 -3%
Creative Planning
142
Creative Planning
Kansas
$2.55M +$28.5K +561 +1%
BWS
143
BCR Wealth Strategies
Alabama
$2.42M +$5.99K +118 +0.2%
AWM
144
Ariadne Wealth Management
California
$2.41M +$90.7K +1,797 +4%
PWA
145
Peterson Wealth Advisors
Utah
$2.3M -$281K -5,536 -11%
LRWA
146
Long Run Wealth Advisors
New York
$2.29M +$437K +8,604 +24%
PIA
147
Panoramic Investment Advisors
Colorado
$2.23M +$2.23M +43,928 New
HWAM
148
Hennion & Walsh Asset Management
New Jersey
$2.2M -$350K -6,905 -14%
IIA
149
Integral Investment Advisors
California
$2.17M +$198K +3,903 +10%
SSWM
150
Sheets Smith Wealth Management
North Carolina
$2.12M -$57K -1,123 -3%
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