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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 %
LIA
376
LBMC Investment Advisors
Tennessee
– -$289 -467,763 Closed
CCA
377
Clearwater Capital Advisors
Illinois
– -$11M -218,325 Closed
MP
378
McDonald Partners
Ohio
– -$6.94M -137,457 Closed
Susquehanna International Group
379
Susquehanna International Group
Pennsylvania
– -$4.27M -84,565 Closed
RCS
380
Retirement Capital Strategies
California
– -$3.29M -65,158 Closed
Citadel Advisors
381
Citadel Advisors
Florida
– -$2.69M -53,154 Closed
Vontobel Holding
382
Vontobel Holding
Switzerland
– -$2M -39,588 Closed
FTUS
383
Flow Traders U.S.
New York
– -$1.75M -34,710 Closed
CAM
384
Crestone Asset Management
Colorado
– -$1.43M -28,227 Closed
AAS
385
Avantax Advisory Services
Texas
– -$1.12M -22,177 Closed
ST
386
Spinnaker Trust
Maine
– -$503K -9,965 Closed
SP
387
SWS Partners
Ohio
– -$499K -9,890 Closed
FM
388
Family Management
New York
– -$450K -8,910 Closed
DAS
389
Dynamic Advisor Solutions
Arizona
– -$446K -8,821 Closed
WIC
390
Whitegate Investment Counselors
New Hampshire
– -$382K -7,570 Closed
EFSCE
391
Enterprise Financial Services Corp (EFSC)
Missouri
– -$379K -7,500 Closed
AA
392
Advisory Alpha
Michigan
– -$375K -7,422 Closed
BW
393
Bison Wealth
Georgia
– -$358K -7,097 Closed
MSFS
394
Main Street Financial Solutions
Pennsylvania
– -$347K -6,866 Closed
CWA
395
Capital Wealth Alliance
Arizona
– -$231K -4,581 Closed
NAG
396
Northstar Advisory Group
New Jersey
– -$224K -4,444 Closed
GRP
397
Global Retirement Partners
California
– -$125K -2,475 Closed
Bank of Montreal
398
Bank of Montreal
Ontario, Canada
– -$66K -1,300 Closed
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
– -$57K -1,120 Closed
MA
400
MCF Advisors
Kentucky
– -$50K -989 Closed
13 14 15
16
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