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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

271 hedge funds and large institutions have $2.4B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+35
Holders Change %
+14.83%
% of All Funds
5.48%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.61%
New
61
Increased
110
Reduced
71
Closed
23
Calls
–
Puts
$448K
Net Calls
-$448K
Net Calls Change
-$448K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$81.3M
2
BlackRock
BlackRock
New York
$60M
3
SAM
SP Asset Management
California
$57.5M
4
MMA
Miracle Mile Advisors
California
$40.2M
5
Bank of America
Bank of America
North Carolina
$255M

Top Sellers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.45M
2
HCM
Hengehold Capital Management
Ohio
$12.2M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
RWA
Redhawk Wealth Advisors
Minnesota
$1.02M
5
SI
Stephens Inc
Arkansas
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
226
Foresight Wealth Management
Utah
$208K -$65.2K -1,288 -24%
CCM
227
Crabel Capital Management
California
$208K +$208K +4,110 New
CFGS
228
Concourse Financial Group Securities
Alabama
$203K +$6.31K +125 +3%
CBFP
229
Cedar Brook Financial Partners
Ohio
$203K +$203K +4,017 New
EWM
230
Elmwood Wealth Management
California
$202K – – –
CWA
231
Clarity Wealth Advisors
California
$200K -$202K -4,000 -50%
FAM
232
Formidable Asset Management
Ohio
$200K – – –
CCM
233
Cribstone Capital Management
Maine
$196K +$196K +3,880 New
Wells Fargo
234
Wells Fargo
California
$176K +$76.5K +1,508 +77%
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$173K -$151K -2,971 -47%
FA
236
Faithward Advisors
Pennsylvania
$165K +$165K +3,266 New
LWCFA
237
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$150K +$150K +2,965 New
William Blair & Company
238
William Blair & Company
Illinois
$137K – – –
LS
239
Leelyn Smith
Illinois
$135K +$82.1K +1,619 +155%
TCM
240
TD Capital Management
Tennessee
$126K +$126K +2,495 New
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$119K -$114K -2,260 -49%
GRP
242
Global Retirement Partners
California
$104K – – –
MWC
243
MBM Wealth Consultants
Missouri
$100K +$49.9K +985 +99%
EIP
244
Ellis Investment Partners
Pennsylvania
$100K +$100K +1,980 New
MHR
245
Matthew Hamilton Rosenberg
$95K +$2.33K +46 +3%
WCG
246
Weaver Consulting Group
California
$89K -$122K -2,399 -58%
MIFH
247
Migdal Insurance & Financial Holdings
Israel
$88K -$80.4K -1,590 -48%
KOCAA
248
Knights of Columbus Asset Advisors
Connecticut
$79K – – –
AWA
249
Arkadios Wealth Advisors
Georgia
$72.8K +$47.5K +940 +188%
GWM
250
Geneos Wealth Management
Colorado
$66K – – –
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10
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