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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

75 hedge funds and large institutions have $417M invested in iShares Ultra Short Duration Bond Active ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+26
Holders Change %
+53.06%
% of All Funds
1.67%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
33
Increased
25
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$39M
2
Bank of America
Bank of America
North Carolina
+$38M
3
MML Investors Services
MML Investors Services
Massachusetts
+$21.3M
4
WAG
Winthrop Advisory Group
Massachusetts
+$17M
5
LPL Financial
LPL Financial
California
+$11.8M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$21.2M
2
Stifel Financial
Stifel Financial
Missouri
-$8.69M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M
4
Jane Street
Jane Street
New York
-$836K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$691K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$3.15M +$3.15M +62,917 New
RCS
27
Retirement Capital Strategies
California
$2.52M +$2.52M +50,290 New
GRP
28
Global Retirement Partners
California
$2.41M +$2.41M +48,110 New
AG
29
Advisor Group
Arizona
$2.26M +$2.13M +42,479 +1,623%
EIA
30
Eldridge Investment Advisors
New Hampshire
$2.2M +$2.2M +43,993 New
JFA
31
Johanson Financial Advisors
California
$1.94M +$1.94M +38,682 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.75M +$1.75M +34,990 New
CIBC World Market
33
CIBC World Market
Ontario, Canada
$1.73M +$1.73M +34,602 New
PEA
34
Pacific Edge Advisors
California
$1.64M +$1.64M +32,700 New
IA
35
IFG Advisory
Georgia
$1.59M +$1.18M +23,490 +283%
MHS
36
M Holdings Securities
Oregon
$1.48M +$1.48M +29,605 New
BCA
37
Bay Colony Advisors
Massachusetts
$1.47M -$501K -10,013 -25%
BAAM
38
Baker Avenue Asset Management
California
$1.45M +$1.45M +28,885 New
RWA
39
Redhawk Wealth Advisors
Minnesota
$1.24M +$1.24M +24,655 New
PFM
40
Phillips Financial Management
Indiana
$1.05M +$1.05M +20,938 New
SC
41
Scotia Capital
Ontario, Canada
$964K +$964K +19,259 New
CTA
42
Chesley Taft & Associates
Illinois
$954K +$67.6K +1,350 +8%
FTUS
43
Flow Traders U.S.
New York
$924K +$924K +18,454 New
SWA
44
Stratos Wealth Advisors
Ohio
$805K +$805K +16,072 New
MCM
45
MV Capital Management
Maryland
$791K +$269K +5,371 +51%
PA
46
Parallel Advisors
California
$787K -$304K -6,084 -28%
ONST
47
Old North State Trust
North Carolina
$758K +$758K +15,139 New
IWM
48
IHT Wealth Management
Illinois
$721K +$4.11K +82 +0.6%
ACS
49
Archford Capital Strategies
Illinois
$624K +$4.01K +80 +0.6%
WLIM
50
White Lighthouse Investment Management
Massachusetts
$597K -$299K -5,966 -33%
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