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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 %
RG
351
Retirement Group
California
$59K – – –
FWP
352
FAS Wealth Partners
Kansas
$59K +$50 +1 +0.1%
EIP
353
Ellis Investment Partners
Pennsylvania
$56K -$260K -5,213 -82%
MIFH
354
Migdal Insurance & Financial Holdings
Israel
$54K – – –
FCA
355
FinTrust Capital Advisors
South Carolina
$46K – – –
AIC
356
Archer Investment Corporation
Indiana
$34.8K – – –
PFGIA
357
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
FRA
358
Front Row Advisors
California
$28K – – –
S
359
SignatureFD
Georgia
$28K +$28K +554 New
COCM
360
Charter Oak Capital Management
New Hampshire
$25K -$1K -20 -4%
APA
361
American Portfolios Advisors
New York
$20.3K -$9.93K -197 -33%
SWA
362
SOA Wealth Advisors
New York
$19K – – –
NFSG
363
Newbridge Financial Services Group
Florida
$17K – – –
BFEC
364
Benjamin F. Edwards & Company
Missouri
$15K +$9.49K +191 +172%
MBFW
365
Morton Brown Family Wealth
Pennsylvania
$7K +$7K +146 New
HFS
366
Horizon Financial Services
North Carolina
$6.5K -$323K -6,407 -98%
FFWM
367
Future Financial Wealth Management
Ohio
$6K +$6K +120 New
AFS
368
Annapolis Financial Services
Maryland
$5K – – –
NFG
369
Next Financial Group
Texas
$4K -$37.3K -783 -90%
WA
370
Win Advisors
Florida
$3K +$3K +68 New
TCWM
371
Total Clarity Wealth Management
Illinois
$2K – – –
FFC
372
Fure Financial Corporation
Minnesota
$2K +$2K +40 New
SFG
373
Steward Financial Group
Texas
$1K +$1K +38 New
LWM
374
Liberty Wealth Management
California
$201 -$202K -4,001 Closed
FGAM
375
Financial Gravity Asset Management
Texas
$30 +$30 +593 New
13 14
15
16 17