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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 %
GWAM
151
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.1M +$23.4K +461 +1%
BOH
152
Bank of Hawaii
Hawaii
$2.09M +$1.36M +26,711 +184%
TLFA
153
True Link Financial Advisors
California
$2.08M – – –
CA
154
Capital Advantage
California
$2.08M -$45.1M -889,381 -96%
WA
155
Wealth Architects
California
$2.07M +$91.5K +1,803 +5%
CWA
156
Capital Wealth Alliance
Arizona
$2M +$372K +7,329 +23%
IFS
157
Ifrah Financial Services
Arkansas
$1.88M +$64K +1,261 +4%
SCP
158
Seizert Capital Partners
Michigan
$1.84M – – –
ASN
159
Advisory Services Network
Georgia
$1.83M – – –
AWE
160
Avidian Wealth Enterprises
Texas
$1.82M -$1.39M -27,415 -43%
ISWM
161
Independent Solutions Wealth Management
New York
$1.82M -$251K -4,952 -12%
DADC
162
D.A. Davidson & Co
Montana
$1.79M -$2.08K -41 -0.1%
E3F
163
Eight 31 Financial
Texas
$1.78M +$88.6K +1,747 +5%
SWM
164
StoneCrest Wealth Management
Arizona
$1.77M +$798K +15,729 +82%
MMA
165
Miracle Mile Advisors
California
$1.75M +$991K +19,523 +131%
KWM
166
Kingsview Wealth Management
Oregon
$1.73M +$81.4K +1,605 +5%
KAS
167
Kestra Advisory Services
Texas
$1.7M -$2.47M -48,771 -59%
CIAS
168
CFS Investment Advisory Services
New Jersey
$1.69M +$59.2K +1,167 +4%
WWM
169
WT Wealth Management
Arizona
$1.67M -$449K -8,877 -21%
MA
170
Mutual Advisors
Nebraska
$1.62M +$186K +3,671 +13%
IA
171
IFP Advisors
Florida
$1.59M -$292K -5,763 -16%
MFG
172
Merit Financial Group
Georgia
$1.58M +$130K +2,562 +9%
FC
173
Fusion Capital
South Carolina
$1.58M -$32.1K -633 -2%
PMA
174
Prudent Man Advisors
Illinois
$1.5M +$1.5M +29,655 New
AAS
175
Avantax Advisory Services
Texas
$1.5M +$128K +2,517 +9%
5 6
7
8 9