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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

458 hedge funds and large institutions have $3.34B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 162 increasing their positions, 163 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+44
Holders Change %
+10.63%
% of All Funds
6.1%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
77
Increased
162
Reduced
163
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCP
1
Foster Dykema Cabot & Partners
Massachusetts
$110M
2
IGGA
2
Iron Gate Global Advisors
Utah
$29.6M
3
Bank of America
3
Bank of America
North Carolina
$184M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$90.9M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$420M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$203M
2
BlackRock
2
BlackRock
New York
$51.7M
3
Cerity Partners
3
Cerity Partners
New York
$33.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$162M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$7.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
201
Coppell Advisory Solutions
Texas
$1.25M -$142K -2,807 -10%
FAIM
202
Financial Advocates Investment Management
Washington
$1.24M +$1.24M +24,605 New
EA
203
Emerald Advisors
Washington
$1.24M +$833K +16,523 +205%
AWS
204
Atria Wealth Solutions
New York
$1.23M +$992K +19,669 +418%
SFP
205
Shepherd Financial Partners
Massachusetts
$1.19M +$227K +4,503 +24%
LRWA
206
Long Run Wealth Advisors
New York
$1.18M -$1.1M -21,754 -48%
WT
207
Whittier Trust
California
$1.17M -$79.2K -1,570 -6%
GF
208
Gries Financial
Ohio
$1.16M – – –
TCM
209
Tradewinds Capital Management
Washington
$1.13M +$18.8K +373 +2%
RW
210
Ridgeline Wealth
Arizona
$1.11M +$1.11M +21,932 New
KF
211
Krilogy Financial
Missouri
$1.06M +$1.06M +21,095 New
RCM
212
Riggs Capital Management
Utah
$1.03M +$1.03M +20,455 New
KCM
213
KM Capital Management
Texas
$1.03M -$182K -3,606 -15%
RA
214
RFG Advisory
Alabama
$1.03M +$303K +6,004 +42%
BCM
215
Boltwood Capital Management
California
$1M +$25.2K +500 +3%
BCA
216
Bray Capital Advisors
Florida
$1M – – –
CIA
217
Concurrent Investment Advisors
Florida
$1M +$376K +7,451 +60%
HT
218
Heritage Trust
Oklahoma
$1M +$1M +19,837 New
FFA
219
Farther Finance Advisors
California
$992K -$118K -2,333 -11%
PWM
220
Perigon Wealth Management
California
$986K +$4.3K +85 +0.4%
TPW
221
Talon Private Wealth
Florida
$974K +$515K +10,206 +112%
GJIA
222
Glass Jacobson Investment Advisors
Maryland
$970K – – –
CAL
223
Capital Advisors Ltd
Ohio
$968K -$81.4K -1,615 -8%
AWM
224
Able Wealth Management
New Jersey
$962K +$962K +19,078 New
MTC
225
Matrix Trust Company
Colorado
$956K -$156K -3,086 -14%
7 8
9
10 11