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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

115 hedge funds and large institutions have $666M invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
2.5%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
27
Increased
44
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$88.9M
2
BlackRock
BlackRock
New York
$29.8M
3
SHGA
Sand Hill Global Advisors
California
$84.7M
4
LPL Financial
LPL Financial
California
$16M
5
BA
Boston Advisors
Massachusetts
$22.4M

Top Sellers

1
TYCC
Texas Yale Capital Corp
Florida
$11.7M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$13.1M
3
Jane Street
Jane Street
New York
$0
4
MML Investors Services
MML Investors Services
Massachusetts
$5.35M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$5.35M -$6.39M -126,820 -54%
VCM
27
Vivaldi Capital Management
Illinois
$4.56M +$1.03M +20,501 +29%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$4.33M +$4.33M +86,000 New
JFA
29
Johanson Financial Advisors
California
$4.23M +$905K +17,939 +27%
RCS
30
Retirement Capital Strategies
California
$4.15M +$301K +5,972 +8%
AG
31
Advisor Group
Arizona
$4.11M +$609K +12,083 +17%
CWM
32
Connecticut Wealth Management
Connecticut
$4.05M +$496K +9,845 +14%
MCP
33
Mirador Capital Partners
California
$3.91M +$3.91M +77,578 New
GRP
34
Global Retirement Partners
California
$3.41M -$16.6K -329 -0.5%
TA
35
TCG Advisors
Texas
$3.39M -$918K -18,260 -21%
MWM
36
Mascoma Wealth Management
New Hampshire
$3.3M +$2.88M +57,178 +691%
SWP
37
Stratos Wealth Partners
Ohio
$3.15M +$36.4K +723 +1%
SI
38
Stephens Inc
Arkansas
$3.02M +$3.02M +59,940 New
EIA
39
Eldridge Investment Advisors
New Hampshire
$2.77M +$168K +3,341 +6%
HCIA
40
Hochman Cole Investment Advisors
Illinois
$2.68M -$327K -6,486 -11%
IA
41
IFG Advisory
Georgia
$2.66M +$660K +13,100 +33%
CFS
42
Cannon Financial Strategists
Georgia
$2.33M +$788K +15,636 +51%
SPC
43
Sigma Planning Corp
Michigan
$2.28M +$2.05M +40,714 +913%
FTUS
44
Flow Traders U.S.
New York
$2.25M +$2.25M +44,636 New
CVM
45
Cheviot Value Management
California
$2.1M +$2.1M +41,633 New
CF
46
Centaurus Financial
California
$1.97M +$1.9M +37,631 +2,576%
SHIM
47
Stone House Investment Management
Pennsylvania
$1.89M +$1.85M +36,772 +5,107%
PFP
48
Pinnacle Financial Partners
Tennessee
$1.88M -$2.52M -50,090 -57%
EPA
49
Element Pointe Advisors
Florida
$1.82M +$195K +3,866 +12%
BPA
50
Beacon Pointe Advisors
California
$1.76M +$1.76M +34,837 New
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