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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 %
RBC
251
Roble Belko & Company
Pennsylvania
$61K – – –
PB
252
Pinnacle Bancorp
Nebraska
$57K – – –
LFG
253
LifePlan Financial Group
Ohio
$54K – – –
CWC
254
Carolinas Wealth Consulting
North Carolina
$54K +$101 +2 +0.2%
CAL
255
Capital Advisors Ltd
Ohio
$50K – – –
1IA
256
1834 Investment Advisors
Wisconsin
$40K +$40K +790 New
JPMorgan Chase & Co
257
JPMorgan Chase & Co
New York
$39K +$22.5K +448 +137%
AIC
258
Archer Investment Corporation
Indiana
$34.9K – – –
NFG
259
Next Financial Group
Texas
$30K +$30K +600 New
FRA
260
Front Row Advisors
California
$28K – – –
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$21K – – –
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$20K +$20K +414 New
FHA
263
Flagship Harbor Advisors
Massachusetts
$15K – – –
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K – – –
CFG
265
CKW Financial Group
Hawaii
$14K – – –
US Bancorp
266
US Bancorp
Minnesota
$10K +$10K +200 New
JWA
267
JFS Wealth Advisors
Pennsylvania
$10K +$10K +207 New
NFSG
268
Newbridge Financial Services Group
Florida
$8K +$8K +155 New
SIM
269
Sonora Investment Management
Arizona
$5K – – –
APA
270
American Portfolios Advisors
New York
$4K – – –
RG
271
Retirement Group
California
$3K +$3K +65 New
AssetMark Inc
272
AssetMark Inc
California
$2K +$2K +44 New
Citadel Advisors
273
Citadel Advisors
Florida
– -$9.17M -181,349 Closed
SMFS
274
Squar Milner Financial Services
California
– -$5.41M -106,913 Closed
TA
275
TCG Advisors
Texas
– -$3.26M -64,380 Closed
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