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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

333 hedge funds and large institutions have $3.13B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 29 closing their positions.

Holders
333
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
5.81%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.54%
New
36
Increased
124
Reduced
127
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
1
Sun Life Financial
Ontario, Canada
$225M
2
RJA
2
Raymond James & Associates
Florida
$175M
3
SW
3
SVB Wealth
Massachusetts
$410M
4
PFM
4
Phillips Financial Management
Indiana
$48.4M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$26.3M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$17.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AP
3
Agilis Partners
Massachusetts
$859K
4
LPL Financial
4
LPL Financial
California
$37.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$90.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
276
Pinnacle Associates
New York
$253K 5,000 – –
LWAC
277
Laurel Wealth Advisors (California)
California
$252K 4,995 +4,995 New
PGA
278
Portland Global Advisors
Maine
$250K 4,950 – –
ACS
279
Archford Capital Strategies
Illinois
$245K 4,859 -8,700 -64%
BTWM
280
Baker Tilly Wealth Management
Wisconsin
$237K 4,690 – –
IWM
281
IHT Wealth Management
Illinois
$237K 4,683 – –
HFS
282
Haverford Financial Services
Pennsylvania
$236K 4,674 -13 -0.3%
CPIA
283
Cornell Pochily Investment Advisors
New York
$235K 4,647 -87 -2%
SPAS
284
Spectrum Planning & Advisory Services
California
$232K 4,589 -67 -1%
GRP
285
Global Retirement Partners
California
$229K 4,540 +2,475 +120%
TWP
286
Tempus Wealth Planning
California
$229K 4,530 +4,530 New
CWA
287
Clarity Wealth Advisors
California
$225K 4,465 – –
PGAM
288
Princeton Global Asset Management
New Jersey
$223K 4,410 +4,410 New
CAL
289
Capital Advisors Ltd
Ohio
$215K 4,251 – –
RWA
290
Redhawk Wealth Advisors
Minnesota
$211K 4,181 – –
GC
291
Gilbert & Cook
Iowa
$209K 4,140 +180 +5%
PP
292
Patron Partners
Texas
$202K 4,015 -700 -15%
EWM
293
Elmwood Wealth Management
California
$202K 4,000 – –
BBA
294
BLB&B Advisors
Pennsylvania
$202K 3,999 +3,999 New
FAM
295
Formidable Asset Management
Ohio
$200K 3,960 – –
JPMorgan Chase & Co
296
JPMorgan Chase & Co
New York
$168K 3,326 -2,358 -41%
William Blair & Company
297
William Blair & Company
Illinois
$151K 2,996 – –
CFGS
298
Concourse Financial Group Securities
Alabama
$150K 2,969 – –
HWA
299
HHM Wealth Advisors
Tennessee
$142K 2,805 – –
DSC
300
Duncker Streett & Co
Missouri
$137K 2,710 +2,710 New
10 11
12
13 14