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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

102 hedge funds and large institutions have $609M invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+27
Holders Change %
+36%
% of All Funds
2.21%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
39
Increased
30
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Capital Advantage
California
+$38.6M
2
SHGA
Sand Hill Global Advisors
California
+$38.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$31.8M
4
SFS
Searcy Financial Services
Kansas
+$15.1M
5
MCM
MV Capital Management
Maryland
+$14.5M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$10.3M
2
LPL Financial
LPL Financial
California
-$9.15M
3
PFP
Pinnacle Financial Partners
Tennessee
-$5.08M
4
Wolverine Trading
Wolverine Trading
Illinois
-$4.02M
5
SIAS
Shine Investment Advisory Services
Colorado
-$3.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
26
Pinnacle Financial Partners
Tennessee
$4.39M -$5.08M -100,948 -54%
TA
27
TCG Advisors
Texas
$4.31M +$89.7K +1,784 +2%
RWA
28
Redhawk Wealth Advisors
Minnesota
$4.26M +$3.02M +60,052 +244%
RCS
29
Retirement Capital Strategies
California
$3.85M +$1.32M +26,157 +52%
CWM
30
Connecticut Wealth Management
Connecticut
$3.55M +$331K +6,575 +10%
MA
31
Mutual Advisors
Nebraska
$3.54M +$3.54M +70,283 New
VCM
32
Vivaldi Capital Management
Illinois
$3.52M +$3.52M +69,924 New
AG
33
Advisor Group
Arizona
$3.49M +$1.22M +24,290 +54%
GRP
34
Global Retirement Partners
California
$3.42M +$997K +19,822 +41%
JFA
35
Johanson Financial Advisors
California
$3.32M +$1.38M +27,307 +71%
SWP
36
Stratos Wealth Partners
Ohio
$3.1M -$60.9K -1,210 -2%
HCIA
37
Hochman Cole Investment Advisors
Illinois
$3M -$265K -5,275 -8%
SWA
38
Stratos Wealth Advisors
Ohio
$2.9M +$2.09M +41,494 +258%
EIA
39
Eldridge Investment Advisors
New Hampshire
$2.6M +$390K +7,762 +18%
IA
40
IFG Advisory
Georgia
$2M +$400K +7,950 +25%
Citadel Advisors
41
Citadel Advisors
Florida
$1.85M +$1.85M +36,704 New
EPA
42
Element Pointe Advisors
Florida
$1.62M +$1.62M +32,160 New
CFS
43
Cannon Financial Strategists
Georgia
$1.54M +$1.54M +30,535 New
SFS
44
Sowell Financial Services
Arkansas
$1.39M +$1.39M +27,707 New
CTA
45
Chesley Taft & Associates
Illinois
$1.38M +$420K +8,351 +44%
WPW
46
Winthrop Partners - WNY
New York
$1.38M +$1.36M +27,163 +9,054%
PEA
47
Pacific Edge Advisors
California
$1.27M -$377K -7,500 -23%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.14M +$820K +16,315 +257%
MHS
49
M Holdings Securities
Oregon
$1.1M -$390K -7,760 -26%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$1.09M +$1.09M +21,548 New
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