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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

124 hedge funds and large institutions have $1.02B invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.72%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
23
Increased
50
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$137M
2
SHGA
Sand Hill Global Advisors
California
$133M
3
OIM
Opus Investment Management
Massachusetts
$25.2M
4
AA
Acorns Advisers
California
$23.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$55M

Top Sellers

1
LPL Financial
LPL Financial
California
$10.8M
2
RJA
Raymond James & Associates
Florida
$9.11M
3
GRP
Global Retirement Partners
California
$160K
4
MML Investors Services
MML Investors Services
Massachusetts
$3.14M
5
CVM
Cheviot Value Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$9.05M +$2.19M +43,481 +32%
PPW
27
Pasadena Private Wealth
California
$8.53M +$96.3K +1,912 +1%
FA
28
Fortis Advisors
Pennsylvania
$7.42M +$1.61M +32,042 +28%
CCM
29
Covington Capital Management
California
$7.29M +$151K +3,000 +2%
HighTower Advisors
30
HighTower Advisors
Illinois
$7.05M -$1.42M -28,198 -17%
RWA
31
Redhawk Wealth Advisors
Minnesota
$5.83M +$431K +8,561 +8%
SMFS
32
Squar Milner Financial Services
California
$5.82M +$5.82M +115,003 New
CWM
33
Connecticut Wealth Management
Connecticut
$5.79M +$1.74M +34,544 +43%
VCM
34
Vivaldi Capital Management
Illinois
$5.11M +$549K +10,895 +12%
JFA
35
Johanson Financial Advisors
California
$4.88M +$649K +12,877 +15%
IGGA
36
Iron Gate Global Advisors
Utah
$4.52M +$3.46M +68,629 +326%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$4.45M +$4.45M +88,215 New
MWM
38
Mascoma Wealth Management
New Hampshire
$4.3M +$1.01M +19,960 +30%
MCP
39
Mirador Capital Partners
California
$4.23M +$320K +6,344 +8%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$4.11M -$227K -4,500 -5%
SI
41
Stephens Inc
Arkansas
$4.02M +$1M +19,900 +33%
TA
42
TCG Advisors
Texas
$3.42M +$23.9K +474 +0.7%
EIA
43
Eldridge Investment Advisors
New Hampshire
$3.27M +$497K +9,892 +18%
AG
44
Advisor Group
Arizona
$3.22M -$883K -17,527 -22%
MML Investors Services
45
MML Investors Services
Massachusetts
$3.14M -$2.22M -44,006 -41%
IA
46
IFG Advisory
Georgia
$3M +$337K +6,680 +13%
TC
47
TownSquare Capital
Utah
$2.76M +$2.26M +44,982 +459%
DI
48
DFPG Investments
Utah
$2.75M +$2.41M +47,919 +709%
Jane Street
49
Jane Street
New York
$2.71M +$2.71M +53,693 New
SWA
50
Stratos Wealth Advisors
Ohio
$2.7M +$2.7M +53,644 New
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