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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
1
Mariner
Kansas
$72.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$24.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$97.9M
5
LPL Financial
5
LPL Financial
California
$89.4M

Top Sellers

1
S
1
SignatureFD
Georgia
$25M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$280M
3
Bank of America
3
Bank of America
North Carolina
$176M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$464M
5
Cerity Partners
5
Cerity Partners
New York
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISWM
151
Independent Solutions Wealth Management
New York
$2.11M +$70.5K +1,394 +3%
RIA
152
Realta Investment Advisors
Delaware
$2.07M +$809K +16,008 +64%
GWAM
153
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.07M -$90.3K -1,786 -4%
TLFA
154
True Link Financial Advisors
California
$2.07M +$2.07M +40,969 New
DADC
155
D.A. Davidson & Co
Montana
$2.06M -$115K -2,265 -5%
MTC
156
Matrix Trust Company
Colorado
$2.05M +$1.44M +28,492 +235%
CTA
157
Chesley Taft & Associates
Illinois
$2.05M -$688K -13,617 -25%
CPP
158
Capasso Planning Partners
South Carolina
$2.03M +$3.59K +71 +0.2%
SSWM
159
Sheets Smith Wealth Management
North Carolina
$2.01M +$97.5K +1,928 +5%
WA
160
Wealth Architects
California
$1.98M +$1.06M +21,007 +116%
PAS
161
Park Avenue Securities
New York
$1.92M -$1.34M -26,562 -41%
CWA
162
Capital Wealth Alliance
Arizona
$1.92M +$1.01M +20,026 +112%
Betterment LLC
163
Betterment LLC
New York
$1.91M +$1.91M +37,794 New
ASN
164
Advisory Services Network
Georgia
$1.84M +$201K +3,975 +12%
SCP
165
Seizert Capital Partners
Michigan
$1.84M – – –
IFS
166
Ifrah Financial Services
Arkansas
$1.81M +$84.9K +1,679 +5%
WP
167
WealthShield Partners
North Carolina
$1.76M +$450K +8,904 +34%
EA
168
Emerald Advisors
Washington
$1.73M +$1.73M +34,242 New
ACM
169
Alpha Capital Management
Texas
$1.73M -$13.9K -274 -0.8%
E3F
170
Eight 31 Financial
Texas
$1.7M +$209K +4,127 +14%
KWM
171
Kingsview Wealth Management
Oregon
$1.65M +$101K +1,991 +7%
FC
172
Fusion Capital
South Carolina
$1.64M +$63.6K +1,257 +4%
IIA
173
Integral Investment Advisors
California
$1.58M +$387K +7,663 +32%
VA
174
Valmark Advisers
Ohio
$1.57M +$3.39K +67 +0.2%
NW
175
NewEdge Wealth
Pennsylvania
$1.53M -$1.56M -31,072 -51%
5 6
7
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