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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

303 hedge funds and large institutions have $2.72B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+32
Holders Change %
+11.81%
% of All Funds
5.38%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.67%
New
71
Increased
102
Reduced
98
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$131M
2
BlackRock
BlackRock
New York
$110M
3
SW
SVB Wealth
Massachusetts
$285M
4
CCA
Clearwater Capital Advisors
Illinois
$35.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$432M

Top Sellers

1
TC
TownSquare Capital
Utah
$8.9M
2
BWM
Baystate Wealth Management
Massachusetts
$41.6M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.5M
4
BWL
Bogart Wealth LLC
Virginia
$31.8M
5
MMA
Miracle Mile Advisors
California
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
226
Systelligence LLC
Minnesota
$291K +$291K +5,768 New
SCA
227
Snowden Capital Advisors
New York
$287K -$43.5K -862 -13%
CAN
228
Cetera Advisor Networks
California
$271K -$458K -9,080 -63%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$270K +$249K +4,950 +1,196%
FWP
230
FAS Wealth Partners
Kansas
$268K -$1.09M -21,512 -80%
AP
231
Appleton Partners
Massachusetts
$267K -$13.9K -275 -5%
PA
232
Pinnacle Associates
New York
$263K +$263K +5,210 New
PWMAG
233
Pinnacle Wealth Management Advisory Group
New Jersey
$263K +$263K +5,210 New
VWA
234
Visionary Wealth Advisors
Illinois
$253K -$2.01M -39,630 -89%
Creative Planning
235
Creative Planning
Kansas
$251K +$251K +4,959 New
PGA
236
Portland Global Advisors
Maine
$250K +$250K +4,950 New
EIP
237
Ellis Investment Partners
Pennsylvania
$249K +$149K +2,948 +149%
PP
238
Patron Partners
Texas
$248K +$248K +4,915 New
CFGS
239
Concourse Financial Group Securities
Alabama
$246K +$42.9K +848 +21%
SPAS
240
Spectrum Planning & Advisory Services
California
$242K +$242K +4,794 New
IWM
241
IHT Wealth Management
Illinois
$237K +$51 +1 +0%
CRWM
242
Castle Rock Wealth Management
California
$235K +$19.3K +383 +9%
NEPPG
243
New England Professional Planning Group
Rhode Island
$234K +$234K +4,641 New
SG
244
StoneX Group
New York
$232K -$25.9K -514 -10%
Cetera Investment Advisers
245
Cetera Investment Advisers
Illinois
$232K +$232K +4,596 New
WA
246
Wealth Architects
California
$224K +$224K +4,434 New
DP
247
Dearborn Partners
Illinois
$221K +$221K +4,380 New
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$219K – – –
ONST
249
Old North State Trust
North Carolina
$212K – – –
CPIA
250
Cornell Pochily Investment Advisors
New York
$203K -$30.1K -596 -13%
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