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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.

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
1
Gratus Capital
Georgia
$27.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$112M
3
Bank of America
3
Bank of America
North Carolina
$188M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.6M
5
CA
5
Capital Advantage
California
$46.9M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$219M
2
UBS Group
2
UBS Group
Switzerland
$160M
3
CCA
3
Clearwater Capital Advisors
Illinois
$305K
4
BlackRock
4
BlackRock
New York
$198M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$469M 9,281,989 +100,445 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$219M 4,338,554 -1,193,519 -22%
BlackRock
3
BlackRock
New York
$198M 3,909,471 -521,121 -12%
Bank of America
4
Bank of America
North Carolina
$188M 3,711,703 +230,708 +7%
UBS Group
5
UBS Group
Switzerland
$160M 3,163,661 -801,251 -20%
Cerity Partners
6
Cerity Partners
New York
$119M 2,349,908 -277,937 -11%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$112M 2,213,699 +276,530 +14%
DCM
8
Donaldson Capital Management
Indiana
$101M 1,990,600 -304,704 -13%
LPL Financial
9
LPL Financial
California
$92.4M 1,828,635 +60,304 +3%
Renaissance Technologies
10
Renaissance Technologies
New York
$78.2M 1,547,900 -1,100 -0.1%
Corient Private Wealth
11
Corient Private Wealth
Florida
$78M 1,543,857 -171,891 -10%
Mariner
12
Mariner
Kansas
$73.9M 1,463,308 +32,451 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$48.6M 962,153 +148,400 +18%
CA
14
Capital Advantage
California
$46.9M 930,308 +152,636 +20%
WAG
15
Winthrop Advisory Group
Massachusetts
$46.3M 916,847 +59,436 +7%
AA
16
Acorns Advisers
California
$44.2M 875,701 +21,741 +3%
DPI
17
Diversified Portfolios Inc
Michigan
$42.8M 847,359 -27,542 -3%
FDCP
18
Foster Dykema Cabot & Partners
Massachusetts
$42.7M 845,714 +40,616 +5%
FG
19
Foster Group
Iowa
$39M 771,273 +28,355 +4%
AIA
20
Acute Investment Advisory
Arizona
$37.2M 735,913 -192,256 -21%
RJA
21
Raymond James & Associates
Florida
$34.1M 674,606 -11,278 -2%
OPCM
22
Osborne Partners Capital Management
California
$32.8M 649,898 -43,992 -6%
GC
23
Gratus Capital
Georgia
$27.8M 550,609 +342,237 +164%
CG
24
Cynosure Group
Utah
$23.3M 460,226 -14,599 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$22.7M 449,394 -34,759 -7%
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