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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

414 hedge funds and large institutions have $3.6B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 149 increasing their positions, 182 reducing their positions, and 44 closing their positions.

Holders
414
Holders Change
-14
Holders Change %
-3.27%
% of All Funds
6%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.42%
New
34
Increased
149
Reduced
182
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$72.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$24.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$97.9M
5
LPL Financial
5
LPL Financial
California
$89.4M

Top Sellers

1
S
1
SignatureFD
Georgia
$25M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$280M
3
Bank of America
3
Bank of America
North Carolina
$176M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$464M
5
Cerity Partners
5
Cerity Partners
New York
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$464M 9,181,544 -1,442,978 -14%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$280M 5,532,073 -4,148,050 -43%
BlackRock
3
BlackRock
New York
$224M 4,430,592 +58,044 +1%
UBS Group
4
UBS Group
Switzerland
$200M 3,964,912 -489,980 -11%
Bank of America
5
Bank of America
North Carolina
$176M 3,480,995 -1,560,936 -31%
Cerity Partners
6
Cerity Partners
New York
$133M 2,627,845 -1,039,499 -28%
DCM
7
Donaldson Capital Management
Indiana
$116M 2,295,304 +254,262 +12%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$97.9M 1,937,169 +322,247 +20%
LPL Financial
9
LPL Financial
California
$89.4M 1,768,331 +278,457 +19%
Corient Private Wealth
10
Corient Private Wealth
Florida
$86.7M 1,715,748 -181,227 -10%
Renaissance Technologies
11
Renaissance Technologies
New York
$78.3M 1,549,000 – –
Mariner
12
Mariner
Kansas
$72.3M 1,430,857 +1,403,250 +5,083%
AIA
13
Acute Investment Advisory
Arizona
$46.9M 928,169 +38,371 +4%
DPI
14
Diversified Portfolios Inc
Michigan
$44.2M 874,901 +37,280 +4%
WAG
15
Winthrop Advisory Group
Massachusetts
$43.4M 857,411 +52,694 +7%
AA
16
Acorns Advisers
California
$43.2M 853,960 +7,172 +0.8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$41.1M 813,753 -590,853 -42%
FDCP
18
Foster Dykema Cabot & Partners
Massachusetts
$40.7M 805,098 -195,852 -20%
CCA
19
Clearwater Capital Advisors
Illinois
$39.9M 789,613 +19,911 +3%
CA
20
Capital Advantage
California
$39.2M 777,672 +72,953 +10%
FG
21
Foster Group
Iowa
$37.6M 742,918 +67,308 +10%
OPCM
22
Osborne Partners Capital Management
California
$35.1M 693,890 +2,869 +0.4%
RJA
23
Raymond James & Associates
Florida
$34.7M 685,884 +13,557 +2%
SW
24
SVB Wealth
Massachusetts
$31.4M 621,337 -123,930 -17%
GSIS
25
Global Strategic Investment Solutions
Arizona
$26.7M 528,205 +83,434 +19%
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