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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

374 hedge funds and large institutions have $3.38B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+40
Holders Change %
+11.98%
% of All Funds
5.78%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
78
Increased
121
Reduced
137
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$153M
2
SLF
Sun Life Financial
Ontario, Canada
+$148M
3
GA
Gateway Advisory
New Jersey
+$45.6M
4
Stifel Financial
Stifel Financial
Missouri
+$30.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.6M

Top Sellers

1
SW
SVB Wealth
Massachusetts
-$400M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17M
3
Bank of America
Bank of America
North Carolina
-$15.9M
4
SAM
SP Asset Management
California
-$15.7M
5
CCA
Clearwater Capital Advisors
Illinois
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
IFG Advisory
Georgia
$526K +$80.5K +1,600 +18%
QPWM
252
Quadrant Private Wealth Management
Pennsylvania
$519K +$282K +5,595 +119%
LG
253
LaFleur & Godfrey
Michigan
$513K -$12.6K -250 -2%
MHIC
254
Marble Harbor Investment Counsel
Massachusetts
$504K – – –
CFC
255
Coyle Financial Counsel
Illinois
$500K +$55.8K +1,108 +13%
BCI
256
Brinker Capital Investments
Pennsylvania
$499K +$499K +9,902 New
IA
257
IFP Advisors
Florida
$485K -$80.3K -1,600 -14%
CMS
258
Capital Market Strategies
Florida
$459K +$459K +9,113 New
IWN
259
Independent Wealth Network
Iowa
$456K +$453 +9 +0.1%
ECM
260
Exchange Capital Management
Michigan
$452K -$61.1K -1,213 -12%
TSS
261
Two Sigma Securities
New York
$449K +$449K +8,901 New
CMP
262
Courage Miller Partners
Virginia
$448K – – –
T
263
TNF
Montana
$441K +$906 +18 +0.2%
WCP
264
Wick Capital Partners
Pennsylvania
$440K +$440K +8,736 New
AWM
265
Alterna Wealth Management
Texas
$437K +$437K +8,667 New
SIC
266
Sterling Investment Counsel
New York
$435K +$435K +8,627 New
SSCA
267
South Shore Capital Advisors
Massachusetts
$432K -$69.6K -1,381 -14%
GSIS
268
Global Strategic Investment Solutions
Arizona
$426K -$179K -3,553 -30%
SPIA
269
Steward Partners Investment Advisory
New York
$426K +$425K +8,435 +44,395%
RCAG
270
Rehmann Capital Advisory Group
Michigan
$421K -$9.58K -190 -2%
CPIA
271
Cornell Pochily Investment Advisors
New York
$415K +$144K +2,866 +53%
KCM
272
Karp Capital Management
California
$408K – – –
OPS
273
Orion Portfolio Solutions
Nebraska
$401K -$2.12K -42 -0.5%
SAM
274
Summit Asset Management
Tennessee
$396K +$7.57K +150 +2%
TWM
275
Tradition Wealth Management
Minnesota
$395K -$191K -3,789 -33%
9 10
11
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