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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

236 hedge funds and large institutions have $1.96B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+48
Holders Change %
+25.53%
% of All Funds
4.85%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.6%
New
68
Increased
94
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$218M
2
Bank of America
2
Bank of America
North Carolina
$227M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$407M
4
HWA
4
Heritage Wealth Advisors
Virginia
$35.4M
5
TC
5
TownSquare Capital
Utah
$29.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.24M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$26.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$9.23M
4
RCS
4
Retirement Capital Strategies
California
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
226
Joseph P. Lucia & Associates
New York
$25K – – –
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$22K – – –
JPMorgan Chase & Co
228
JPMorgan Chase & Co
New York
$17K -$678K -13,043 -98%
CWM
229
Campbell Wealth Management
Virginia
$17K +$17K +339 New
FHA
230
Flagship Harbor Advisors
Massachusetts
$15K +$15K +300 New
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K – – –
CFG
232
CKW Financial Group
Hawaii
$14K – – –
TF
233
TimeScale Financial
Massachusetts
$8K – – –
TL
234
TrueWealth LLC
Georgia
$6K +$1.04K +21 +21%
SIM
235
Sonora Investment Management
Arizona
$5K – – –
APA
236
American Portfolios Advisors
New York
$3.99K – – –
CFD
237
Creative Financial Designs
Indiana
$1K +$1K +24 New
RCS
238
Retirement Capital Strategies
California
– -$12.6M -252,832 Closed
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
– -$2.55M -51,137 Closed
CAGAS
240
Capital Advisory Group Advisory Services
Minnesota
– -$1.74M -34,819 Closed
AC
241
Athanor Capital
New York
– -$1.27M -25,316 Closed
BRWM
242
B. Riley Wealth Management
Tennessee
– -$940K -18,816 Closed
AP
243
Advisor Partners
California
– -$696K -13,935 Closed
IF
244
IRON Financial
Illinois
– -$520K -10,402 Closed
HA
245
Harborview Advisors
Maine
– -$503K -10,079 Closed
KWM
246
Kingsview Wealth Management
Oregon
– -$315K -6,300 Closed
RSWM
247
Robertson Stephens Wealth Management
California
– -$286K -5,720 Closed
C1AG
248
Client 1st Advisory Group
Florida
– -$241K -4,823 Closed
SC
249
Schoolcraft Capital
Colorado
– -$229K -4,581 Closed
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
– -$216K -4,325 Closed
7 8 9
10
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