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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

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
–

Top Buyers

1
SW
SVB Wealth
Massachusetts
$380M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$469M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$18.5M
4
PFM
Phillips Financial Management
Indiana
$19.3M
5
LPL Financial
LPL Financial
California
$50.8M

Top Sellers

1
PCFFS
Pacific Center for Financial Services
California
$3.1M
2
CCA
Clearwater Capital Advisors
Illinois
$0
3
HWA
Heritage Wealth Advisors
Virginia
$499K
4
Bank of America
Bank of America
North Carolina
$233M
5
BWL
Bogart Wealth LLC
Virginia
$8.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
326
Sugarloaf Wealth Management
Georgia
$2.32K -$478K -63,772 -100%
HI
327
Human Investing
Oregon
$1K +$1K +18 New
IAS
328
IMA Advisory Services
Colorado
$1K +$1K +19 New
GI
329
Gradient Investments
Minnesota
$1K +$1K +24 New
SPIA
330
Steward Partners Investment Advisory
New York
$960 -$363K -7,194 -100%
CCA
331
Clearwater Capital Advisors
Illinois
– -$35.5M -701,791 Closed
CI
332
CX Institutional
Indiana
– -$3.41M -67,500 Closed
SS
333
Simplicity Solutions
Minnesota
– -$3.17M -62,792 Closed
OMC
334
Old Mission Capital
Illinois
– -$1.14M -22,477 Closed
BWM
335
Benchmark Wealth Management
Connecticut
– -$500K -9,900 Closed
WC
336
Whitney & Co
New York
– -$444K -8,777 Closed
KA
337
Kovack Advisors
Florida
– -$325K -6,430 Closed
FTUS
338
Flow Traders U.S.
New York
– -$297K -5,878 Closed
SL
339
Systelligence LLC
Minnesota
– -$291K -5,768 Closed
AP
340
Appleton Partners
Massachusetts
– -$267K -5,285 Closed
VWA
341
Visionary Wealth Advisors
Illinois
– -$253K -4,999 Closed
Creative Planning
342
Creative Planning
Kansas
– -$251K -4,959 Closed
SG
343
StoneX Group
New York
– -$232K -4,597 Closed
DP
344
Dearborn Partners
Illinois
– -$221K -4,380 Closed
ONST
345
Old North State Trust
North Carolina
– -$212K -4,195 Closed
CBFP
346
Cedar Brook Financial Partners
Ohio
– -$203K -4,024 Closed
BWA
347
BDO Wealth Advisors
Florida
– -$178K -3,530 Closed
FA
348
Faithward Advisors
Pennsylvania
– -$165K -3,266 Closed
FP
349
Financial Perspectives
Minnesota
– -$150K -2,976 Closed
FGAM
350
Financial Gravity Asset Management
Texas
– -$76K -1,510 Closed
11 12 13
14
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