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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 %
BRWA
176
B. Riley Wealth Advisors
Florida
$1.53M -$1.71M -33,989 -53%
MFG
177
Merit Financial Group
Georgia
$1.44M +$318K +6,312 +28%
CCM
178
Crabel Capital Management
California
$1.42M -$674K -13,336 -32%
GF
179
Gries Financial
Ohio
$1.41M – – –
MA
180
Mutual Advisors
Nebraska
$1.41M -$431K -8,521 -23%
CIAS
181
CFS Investment Advisory Services
New Jersey
$1.4M +$253K +5,012 +22%
CFS
182
Cannon Financial Strategists
Georgia
$1.4M +$4.5K +89 +0.3%
RWIA
183
Roger Wittlin Investment Advisory
California
$1.38M -$120K -2,374 -8%
Bank of New York Mellon
184
Bank of New York Mellon
New York
$1.37M -$18.4M -363,589 -93%
KCM
185
KM Capital Management
Texas
$1.35M -$303K -6,002 -18%
FFA
186
Farther Finance Advisors
California
$1.34M +$8.36K +166 +0.6%
ZF
187
Zhang Financial
Michigan
$1.3M +$452K +8,942 +53%
WT
188
Whittier Trust
California
$1.26M -$599K -11,842 -32%
PWM
189
Perigon Wealth Management
California
$1.25M +$53.8K +1,064 +5%
BWM
190
BCGM Wealth Management
Indiana
$1.19M -$4.37M -86,479 -79%
PS
191
Principal Securities
Iowa
$1.18M +$224K +4,438 +24%
SFP
192
Shepherd Financial Partners
Massachusetts
$1.18M +$52.2K +1,033 +5%
Citigroup
193
Citigroup
New York
$1.13M -$443K -8,755 -28%
AAS
194
Avantax Advisory Services
Texas
$1.13M +$617K +12,194 +121%
CAL
195
Capital Advisors Ltd
Ohio
$1.12M +$1.21K +24 +0.1%
GSWM
196
Greenup Street Wealth Management
Michigan
$1.1M -$637K -12,601 -37%
TCM
197
Tradewinds Capital Management
Washington
$1.08M +$9.51K +188 +0.9%
AWM
198
Aprio Wealth Management
Georgia
$1.05M +$177K +3,495 +20%
JIP
199
Jaffetilchin Investment Partners
Florida
$1.03M +$8.34K +165 +0.8%
BCA
200
Bray Capital Advisors
Florida
$1.02M -$241K -4,760 -19%
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