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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.

New
Increased
Maintained
Reduced
Closed
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 %
WGC
126
Watts Gwilliam & Co
Arizona
$3.21M +$247K +4,884 +8%
PSA
127
Plum Street Advisors
Louisiana
$3.09M +$537K +10,640 +21%
FAM
128
Forte Asset Management
New York
$3.01M +$90.8K +1,800 +3%
LWM
129
Lionsbridge Wealth Management
Florida
$2.93M +$2.08M +41,324 +247%
TC
130
TownSquare Capital
Utah
$2.91M +$311K +6,171 +12%
MCA
131
MSH Capital Advisors
Arizona
$2.86M – – –
BOH
132
Bank of Hawaii
Hawaii
$2.85M +$771K +15,294 +37%
GPI
133
General Partner Inc
Pennsylvania
$2.82M +$2.82M +56,000 New
PWA
134
Peterson Wealth Advisors
Utah
$2.7M +$411K +8,141 +18%
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$2.67M -$925K -18,351 -26%
RIA
136
Realta Investment Advisors
Delaware
$2.66M +$63.9K +1,267 +2%
BIAS
137
Beacon Investment Advisory Services
New Jersey
$2.66M -$88K -1,745 -3%
DADC
138
D.A. Davidson & Co
Montana
$2.65M +$868K +17,210 +49%
PCP
139
Proficio Capital Partners
Massachusetts
$2.62M -$147K -2,920 -5%
WAM
140
Warberg Asset Management
Illinois
$2.62M +$2.62M +51,864 New
Creative Planning
141
Creative Planning
Kansas
$2.6M +$62.8K +1,246 +2%
TYCC
142
Texas Yale Capital Corp
Florida
$2.6M – – –
BAM
143
Belpointe Asset Management
Nevada
$2.6M +$7.2K +142 +0.3%
CWM
144
Cahaba Wealth Management
Georgia
$2.56M -$6.71K -133 -0.3%
ZIM
145
Zacks Investment Management
Illinois
$2.53M -$35.1K -696 -1%
MFF
146
Michels Family Financial
Texas
$2.52M +$2.52M +49,961 New
IIA
147
Integral Investment Advisors
California
$2.47M +$310K +6,151 +14%
SC
148
Syon Capital
California
$2.43M +$1.58M +31,409 +187%
TC
149
TAGStone Capital
North Carolina
$2.37M +$1.67M +33,127 +238%
PIA
150
Panoramic Investment Advisors
Colorado
$2.36M +$144K +2,865 +7%
4 5
6
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