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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
$249M
2
SLF
Sun Life Financial
Ontario, Canada
$172M
3
GA
Gateway Advisory
New Jersey
$47.6M
4
Stifel Financial
Stifel Financial
Missouri
$48.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$678M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$203K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$73.9M
3
Bank of America
Bank of America
North Carolina
$279M
4
SAM
SP Asset Management
California
$45.7M
5
CCA
Clearwater Capital Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
276
Guardian Capital Advisors
Ontario, Canada
$392K +$85.3K +1,694 +28%
SG
277
Stonnington Group
California
$390K -$295K -5,850 -43%
PSUF
278
People's United Financial
Connecticut
$388K – – –
RRA
279
Round Rock Advisors
Connecticut
$385K -$271K -5,375 -41%
RF
280
RHS Financial
California
$383K -$96.1K -1,905 -20%
SCA
281
Sandy Cove Advisors
Massachusetts
$381K +$381K +7,554 New
IA
282
Insight Advisors
Pennsylvania
$373K -$2.52K -50 -0.7%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$363K -$20.8K -413 -5%
PA
284
Probity Advisors
Texas
$359K +$453 +9 +0.1%
RCM
285
Requisite Capital Management
Texas
$353K – – –
CFO
286
Collective Family Office
Pennsylvania
$353K +$353K +7,000 New
LWAC
287
Laurel Wealth Advisors (California)
California
$352K +$352K +6,990 New
PCA
288
Personal Capital Advisors
California
$349K +$41.7K +828 +14%
CFA
289
Compass Financial Advisors
Indiana
$333K +$333K +6,600 New
WLIM
290
White Lighthouse Investment Management
Massachusetts
$328K – – –
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$326K – – –
TC
292
Telemus Capital
Michigan
$304K – – –
AP
293
Advisor Partners
California
$300K -$489K -9,679 -62%
VVP
294
Venture Visionary Partners
Ohio
$299K – – –
MWM
295
Modera Wealth Management
New Jersey
$296K +$296K +5,868 New
PHIC
296
Pine Haven Investment Counsel
Massachusetts
$296K +$296K +5,875 New
SWA
297
Strategies Wealth Advisors
Michigan
$280K +$280K +5,554 New
HWA
298
Heritage Wealth Advisors
Virginia
$277K -$160K -3,180 -37%
SSWG
299
Seven Springs Wealth Group
Tennessee
$273K – – –
BAM
300
Belpointe Asset Management
Nevada
$265K -$19.4K -386 -7%
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