ICSH icon

iShares Ultra Short Duration Bond Active ETF

330 hedge funds and large institutions have $2.75B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+27
Holders Change %
+8.91%
% of All Funds
5.81%
Holding in Top 10
29
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.68%
% of All Funds
0.51%
New
54
Increased
113
Reduced
127
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
251
Insight Advisors
Pennsylvania
$301K
W
252
WealthStone
Ohio
$299K
JPMorgan Chase & Co
253
JPMorgan Chase & Co
New York
$287K +$248K +4,909 +633%
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$270K
OPOWM
255
One Plus One Wealth Management
Florida
$270K +$270K +5,346 New
BRWA
256
B. Riley Wealth Advisors
Florida
$262K -$28.9K -570 -10%
CAN
257
Cetera Advisor Networks
California
$259K -$12.5K -248 -5%
PWMAG
258
Pinnacle Wealth Management Advisory Group
New Jersey
$253K -$10.6K -210 -4%
PA
259
Pinnacle Associates
New York
$253K -$10.6K -210 -4%
PGA
260
Portland Global Advisors
Maine
$250K
WA
261
Wealth Architects
California
$247K +$23K +456 +10%
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$244K +$25.3K +500 +12%
CPIA
263
Cornell Pochily Investment Advisors
New York
$239K +$36K +713 +18%
PP
264
Patron Partners
Texas
$238K -$10.1K -200 -4%
SCA
265
Snowden Capital Advisors
New York
$237K -$49.4K -977 -17%
IWM
266
IHT Wealth Management
Illinois
$237K
HFS
267
Haverford Financial Services
Pennsylvania
$237K +$237K +4,687 New
BTWM
268
Baker Tilly Wealth Management
Wisconsin
$237K +$237K +4,690 New
SPAS
269
Spectrum Planning & Advisory Services
California
$235K -$6.97K -138 -3%
MA
270
MCF Advisors
Kentucky
$235K +$85K +1,681 +57%
GG
271
Gofen & Glossberg
Illinois
$233K -$58.9K -1,165 -20%
FIM
272
Freedom Investment Management
Connecticut
$230K +$230K +4,548 New
CWA
273
Clarity Wealth Advisors
California
$225K +$25.2K +500 +13%
CRWM
274
Castle Rock Wealth Management
California
$216K -$19.4K -383 -8%
CAL
275
Capital Advisors Ltd
Ohio
$215K -$120K -2,372 -36%