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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$454M 8,945,042 -336,947 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$209M 4,119,750 -218,804 -5%
BlackRock
3
BlackRock
New York
$184M 3,619,033 -290,438 -7%
Bank of America
4
Bank of America
North Carolina
$164M 3,231,021 -480,682 -13%
UBS Group
5
UBS Group
Switzerland
$154M 3,043,962 -119,699 -4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$116M 2,293,747 +80,048 +4%
Cerity Partners
7
Cerity Partners
New York
$112M 2,210,182 -139,726 -6%
DCM
8
Donaldson Capital Management
Indiana
$112M 2,201,671 +211,071 +11%
LPL Financial
9
LPL Financial
California
$84.2M 1,659,673 -168,962 -9%
Renaissance Technologies
10
Renaissance Technologies
New York
$79.5M 1,567,700 +19,800 +1%
Mariner
11
Mariner
Kansas
$77M 1,516,850 +53,542 +4%
DPI
12
Diversified Portfolios Inc
Michigan
$58.5M 1,152,993 +305,634 +36%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$54.8M 1,080,182 +118,029 +12%
Corient Private Wealth
14
Corient Private Wealth
Florida
$54.2M 1,068,669 -475,188 -31%
AA
15
Acorns Advisers
California
$45.8M 902,899 +27,198 +3%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$43.6M 858,315 +858,315 New
FDCP
17
Foster Dykema Cabot & Partners
Massachusetts
$42.3M 834,227 -11,487 -1%
FG
18
Foster Group
Iowa
$40.1M 790,798 +19,525 +3%
AIA
19
Acute Investment Advisory
Arizona
$36.6M 721,611 -14,302 -2%
OPCM
20
Osborne Partners Capital Management
California
$32.4M 638,369 -11,529 -2%
MML Investors Services
21
MML Investors Services
Massachusetts
$23.8M 468,786 +118,188 +34%
GSIS
22
Global Strategic Investment Solutions
Arizona
$23.6M 465,870 +61,815 +15%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$22.7M 447,754 -1,640 -0.4%
CG
24
Cynosure Group
Utah
$22.7M 446,916 -13,310 -3%
RJA
25
Raymond James & Associates
Florida
$20.4M 401,350 -273,256 -41%
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