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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 %
KPWS
151
Kestra Private Wealth Services
Texas
$1.88M -$2.36M -46,728 -56%
IA
152
IFP Advisors
Florida
$1.87M +$880K +17,424 +89%
LRWA
153
Long Run Wealth Advisors
New York
$1.85M -$2.06M -40,722 -53%
SCP
154
Seizert Capital Partners
Michigan
$1.84M – – –
ASN
155
Advisory Services Network
Georgia
$1.83M -$16K -316 -0.9%
IFS
156
Ifrah Financial Services
Arkansas
$1.81M +$2.83K +56 +0.2%
DADC
157
D.A. Davidson & Co
Montana
$1.78M -$278K -5,505 -13%
E3F
158
Eight 31 Financial
Texas
$1.69M -$8.84K -175 -0.5%
KWM
159
Kingsview Wealth Management
Oregon
$1.64M -$10.1K -200 -0.6%
CWA
160
Capital Wealth Alliance
Arizona
$1.63M -$289K -5,716 -15%
MTC
161
Matrix Trust Company
Colorado
$1.63M -$426K -8,440 -21%
CIAS
162
CFS Investment Advisory Services
New Jersey
$1.63M +$225K +4,452 +16%
FC
163
Fusion Capital
South Carolina
$1.6M -$39.1K -773 -2%
PAS
164
Park Avenue Securities
New York
$1.6M -$323K -6,389 -17%
NA
165
NewEdge Advisors
Louisiana
$1.51M +$997K +19,734 +196%
Goldman Sachs
166
Goldman Sachs
New York
$1.47M +$1.47M +29,174 New
ACM
167
Alpha Capital Management
Texas
$1.47M -$253K -5,000 -15%
MFG
168
Merit Financial Group
Georgia
$1.45M -$101 -2 -0%
BRWA
169
B. Riley Wealth Advisors
Florida
$1.45M -$85.2K -1,687 -6%
MA
170
Mutual Advisors
Nebraska
$1.44M +$24.4K +483 +2%
NW
171
NewEdge Wealth
Pennsylvania
$1.43M -$106K -2,094 -7%
CFS
172
Cannon Financial Strategists
Georgia
$1.42M +$24.3K +480 +2%
AAS
173
Avantax Advisory Services
Texas
$1.37M +$245K +4,840 +22%
KCM
174
KM Capital Management
Texas
$1.35M -$1.77K -35 -0.1%
VA
175
Valmark Advisers
Ohio
$1.34M -$221K -4,377 -14%
5 6
7
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