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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 %
SCA
176
Sandy Cove Advisors
Massachusetts
$1.29M +$312K +6,174 +32%
Citigroup
177
Citigroup
New York
$1.29M +$157K +3,110 +14%
SRC
178
Shufro Rose & Co
New York
$1.27M +$451K +8,931 +55%
WT
179
Whittier Trust
California
$1.26M – – –
PS
180
Principal Securities
Iowa
$1.26M +$79.2K +1,568 +7%
LWM
181
Lionsbridge Wealth Management
Florida
$1.2M +$616K +12,183 +105%
GSWM
182
Greenup Street Wealth Management
Michigan
$1.2M +$101K +2,007 +9%
RWIA
183
Roger Wittlin Investment Advisory
California
$1.19M -$187K -3,698 -14%
SFP
184
Shepherd Financial Partners
Massachusetts
$1.19M +$6.97K +138 +0.6%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$1.18M +$1.18M +23,417 New
GF
186
Gries Financial
Ohio
$1.16M -$250K -4,950 -18%
RJT
187
Raymond James Trust
Florida
$1.15M +$568K +11,247 +97%
CFG
188
Clayton Financial Group
Missouri
$1.14M +$267K +5,283 +31%
ZF
189
Zhang Financial
Michigan
$1.11M -$187K -3,705 -14%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$1.11M +$306K +6,057 +38%
CAL
191
Capital Advisors Ltd
Ohio
$1.1M -$18.2K -361 -2%
BIA
192
Bell Investment Advisors
California
$1.1M +$335K +6,631 +44%
TCM
193
Tradewinds Capital Management
Washington
$1.09M +$14.6K +288 +1%
WP
194
WealthShield Partners
North Carolina
$1.09M -$673K -13,318 -38%
PWM
195
Perigon Wealth Management
California
$1.08M -$171K -3,383 -14%
TC
196
TAGStone Capital
North Carolina
$1.06M +$43.3K +858 +4%
BCA
197
Bray Capital Advisors
Florida
$1.06M +$35.4K +700 +3%
EA
198
Emerald Advisors
Washington
$1.04M -$695K -13,745 -40%
JIP
199
Jaffetilchin Investment Partners
Florida
$1.03M -$808 -16 -0.1%
HT
200
Heritage Trust
Oklahoma
$1M – – –
6 7
8
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