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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 %
TCM
201
Tradewinds Capital Management
Washington
$1.11M +$14.6K +288 +1%
PS
202
Principal Securities
Iowa
$1.11M -$155K -3,061 -12%
GGS
203
Galvin Gaustad & Stein
Arizona
$1.11M +$331K +6,517 +43%
CAL
204
Capital Advisors Ltd
Ohio
$1.06M -$51.6K -1,017 -5%
SA
205
Sanctuary Advisors
Indiana
$1.04M +$125K +2,465 +14%
JIP
206
Jaffetilchin Investment Partners
Florida
$1.04M +$1.52K +30 +0.1%
BCA
207
Bray Capital Advisors
Florida
$1.01M -$52K -1,025 -5%
AFG
208
Argent Financial Group
Louisiana
$1.01M +$1.01M +19,837 New
BWM
209
BCGM Wealth Management
Indiana
$994K +$106K +2,091 +12%
PWM
210
Perigon Wealth Management
California
$986K -$94.8K -1,869 -9%
BCM
211
Boltwood Capital Management
California
$984K +$58.4K +1,150 +6%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$979K -$133K -2,620 -12%
GJIA
213
Glass Jacobson Investment Advisors
Maryland
$976K – – –
SFP
214
Shepherd Financial Partners
Massachusetts
$967K -$223K -4,390 -19%
AWM
215
Aprio Wealth Management
Georgia
$941K +$73.8K +1,455 +9%
CA
216
CGN Advisors
Kansas
$889K +$97.3K +1,917 +12%
PCFFS
217
Pacific Center for Financial Services
California
$885K – – –
BA
218
Bristlecone Advisors
Washington
$879K -$101K -2,000 -10%
RIA
219
Regal Investment Advisors
Michigan
$865K -$1.16M -22,782 -57%
TSS
220
Two Sigma Securities
New York
$864K +$864K +17,028 New
SC
221
Syon Capital
California
$853K +$853K +16,811 New
LWM
222
Lionsbridge Wealth Management
Florida
$848K -$360K -7,100 -30%
WMG
223
WESCAP Management Group
California
$832K -$149K -2,944 -15%
SRWM
224
Shira Ridge Wealth Management
California
$825K -$1.52M -29,967 -65%
WCP
225
Wick Capital Partners
Pennsylvania
$822K -$16.3K -321 -2%
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9
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