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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

303 hedge funds and large institutions have $2.72B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+32
Holders Change %
+11.81%
% of All Funds
5.38%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.67%
New
71
Increased
102
Reduced
98
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$131M
2
BlackRock
BlackRock
New York
$110M
3
SW
SVB Wealth
Massachusetts
$285M
4
CCA
Clearwater Capital Advisors
Illinois
$35.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$432M

Top Sellers

1
TC
TownSquare Capital
Utah
$8.9M
2
BWM
Baystate Wealth Management
Massachusetts
$41.6M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.5M
4
BWL
Bogart Wealth LLC
Virginia
$31.8M
5
MMA
Miracle Mile Advisors
California
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
301
Annapolis Financial Services
Maryland
$5K +$5K +102 New
APA
302
American Portfolios Advisors
New York
$3.99K – – –
RG
303
Retirement Group
California
$3K – – –
SCP
304
Syntal Capital Partners
Texas
$1.27K +$205 +4,070 +19%
WI
305
Wintrust Investments
Illinois
– -$3.52M -69,524 Closed
Wolverine Trading
306
Wolverine Trading
Illinois
– -$3.28M -64,873 Closed
CNC
307
Canandaigua National Corp
New York
– -$2.08M -41,055 Closed
KCM
308
Karp Capital Management
California
– -$1.92M -37,928 Closed
AAS
309
Avantax Advisory Services
Texas
– -$1.26M -25,011 Closed
MWM
310
Mission Wealth Management
California
– -$1.25M -24,762 Closed
Kovitz Investment Group Partners
311
Kovitz Investment Group Partners
Illinois
– -$1.04M -20,550 Closed
IGGA
312
Iron Gate Global Advisors
Utah
– -$1M -19,799 Closed
SAS
313
Stelac Advisory Services
New York
– -$1M -19,778 Closed
CIBC World Market
314
CIBC World Market
Ontario, Canada
– -$685K -13,544 Closed
VCM
315
Vivaldi Capital Management
Illinois
– -$607K -12,022 Closed
TP
316
Tranquility Partners
Tennessee
– -$516K -10,210 Closed
AFS
317
Access Financial Services
Minnesota
– -$507K -10,020 Closed
EVC
318
Eidelman Virant Capital
Missouri
– -$501K -9,916 Closed
SRC
319
Sage Rhino Capital
California
– -$390K -7,709 Closed
CAN
320
Claraphi Advisory Network
United States
– -$369K -7,292 Closed
CCM
321
Canal Capital Management
Virginia
– -$369K -7,288 Closed
CPIG
322
Chicago Partners Investment Group
Illinois
– -$315K -6,241 Closed
LIA
323
LBMC Investment Advisors
Tennessee
– -$311K -6,144 Closed
CFIA
324
Cantor Fitzgerald Investment Advisors
New York
– -$303K -6,000 Closed
WT
325
Whittier Trust
California
– -$303K -5,983 Closed
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