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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 %
Citigroup
176
Citigroup
New York
$1.49M +$203K +3,995 +16%
SWM
177
Seed Wealth Management
Illinois
$1.47M +$1.01M +20,000 +222%
HF
178
HRT Financial
New York
$1.45M +$1.45M +28,551 New
CPP
179
Capasso Planning Partners
South Carolina
$1.45M -$594K -11,715 -29%
WP
180
WealthShield Partners
North Carolina
$1.44M +$348K +6,865 +32%
CFS
181
Cannon Financial Strategists
Georgia
$1.44M +$13K +257 +0.9%
ZF
182
Zhang Financial
Michigan
$1.43M +$314K +6,179 +28%
VA
183
Valmark Advisers
Ohio
$1.43M +$75.5K +1,488 +6%
CAS
184
Coppell Advisory Solutions
Texas
$1.4M +$1.4M +27,572 New
NA
185
NewEdge Advisors
Louisiana
$1.39M -$123K -2,432 -8%
KPWS
186
Kestra Private Wealth Services
Texas
$1.39M -$500K -9,855 -26%
NW
187
NewEdge Wealth
Pennsylvania
$1.33M -$108K -2,135 -8%
ACP
188
Aviance Capital Partners
Florida
$1.32M +$1.32M +25,969 New
GSWM
189
Greenup Street Wealth Management
Michigan
$1.31M +$105K +2,067 +9%
RWIA
190
Roger Wittlin Investment Advisory
California
$1.3M +$102K +2,012 +9%
SRC
191
Shufro Rose & Co
New York
$1.27M – – –
WT
192
Whittier Trust
California
$1.26M -$10K -198 -0.8%
KCM
193
KM Capital Management
Texas
$1.22M -$137K -2,697 -10%
PAS
194
Park Avenue Securities
New York
$1.2M -$399K -7,860 -25%
CTA
195
Chesley Taft & Associates
Illinois
$1.2M -$811K -15,988 -40%
Betterment LLC
196
Betterment LLC
New York
$1.18M -$730K -14,377 -38%
GF
197
Gries Financial
Ohio
$1.17M – – –
RJT
198
Raymond James Trust
Florida
$1.15M -$5.89K -116 -0.5%
MTC
199
Matrix Trust Company
Colorado
$1.12M -$513K -10,120 -31%
FFA
200
Farther Finance Advisors
California
$1.12M +$287K +5,665 +35%
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8
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