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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
Gratus Capital
Georgia
$27.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$112M
3
Bank of America
Bank of America
North Carolina
$188M
4
Morgan Stanley
Morgan Stanley
New York
$16.6M
5
CA
Capital Advantage
California
$46.9M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$219M
2
UBS Group
UBS Group
Switzerland
$160M
3
CCA
Clearwater Capital Advisors
Illinois
$305K
4
BlackRock
BlackRock
New York
$198M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
201
WESCAP Management Group
California
$978K +$95K +1,881 +11%
BA
202
Bristlecone Advisors
Washington
$977K -$34.8K -688 -3%
GJIA
203
Glass Jacobson Investment Advisors
Maryland
$972K – – –
SWM
204
StoneCrest Wealth Management
Arizona
$972K -$44.7K -884 -4%
BCM
205
Boltwood Capital Management
California
$922K +$32.8K +650 +4%
SA
206
Sanctuary Advisors
Indiana
$914K +$914K +18,102 New
TFGT
207
TS Financial Group (TSFG)
Illinois
$903K -$58.9K -1,165 -6%
GVAG
208
Great Valley Advisor Group
Delaware
$892K +$892K +17,662 New
WFA
209
Wells Financial Advisors
Massachusetts
$886K -$46.5K -920 -5%
BWM
210
BCGM Wealth Management
Indiana
$884K -$302K -5,985 -25%
VP
211
Verum Partners
North Carolina
$882K -$1.42M -28,158 -62%
PCFFS
212
Pacific Center for Financial Services
California
$881K +$442K +8,746 +101%
WAM
213
WNY Asset Management
New York
$873K -$16K -316 -2%
CCWA
214
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$866K -$50.5K -1,000 -6%
AWM
215
Aprio Wealth Management
Georgia
$864K -$183K -3,620 -17%
AFP
216
Alpha Financial Partners
Kentucky
$862K +$130K +2,581 +18%
BWM
217
Bulltick Wealth Management
Florida
$840K +$840K +16,626 New
TC
218
TownSquare Capital
Utah
$839K +$13.6K +270 +2%
WCP
219
Wick Capital Partners
Pennsylvania
$835K +$41.2K +816 +5%
FFA
220
Farther Finance Advisors
California
$822K -$513K -10,201 -38%
HCP
221
Hexagon Capital Partners
Arkansas
$792K +$160K +3,166 +25%
CA
222
CGN Advisors
Kansas
$788K +$70.6K +1,398 +10%
Wealthfront Advisers
223
Wealthfront Advisers
California
$781K +$93K +1,841 +14%
OIA
224
OneDigital Investment Advisors
Kansas
$781K -$54.9K -1,086 -7%
GGS
225
Galvin Gaustad & Stein
Arizona
$773K +$216K +4,277 +39%
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