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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

164 hedge funds and large institutions have $1.19B invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+40
Holders Change %
+32.26%
% of All Funds
3.24%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.43%
New
57
Increased
54
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$96.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.9M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$25.5M
5
ACA
Aptus Capital Advisors
Alabama
+$14.6M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$115M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$34.4M
3
OIM
Opus Investment Management
Massachusetts
-$25.2M
4
BlackRock
BlackRock
New York
-$12.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWG
26
Seven Springs Wealth Group
Tennessee
$11.8M +$11.8M +233,841 New
EIA
27
Edgemoor Investment Advisors
Maryland
$11.2M +$258K +5,119 +2%
RCS
28
Retirement Capital Strategies
California
$10.9M +$1.39M +27,680 +15%
IAA
29
Independent Advisor Alliance
North Carolina
$10.6M +$10.6M +210,221 New
HCIA
30
Hochman Cole Investment Advisors
Illinois
$10.5M +$7.96M +158,244 +316%
FP
31
Financial Perspectives
Minnesota
$10.3M +$10.3M +204,225 New
PCIA
32
Prime Capital Investment Advisors
Kansas
$9.73M -$2.55M -50,627 -21%
PPW
33
Pasadena Private Wealth
California
$8.57M +$57.4K +1,141 +0.7%
HighTower Advisors
34
HighTower Advisors
Illinois
$8.5M +$1.45M +28,872 +21%
PAG
35
Private Advisor Group
New Jersey
$8.24M -$3.64M -72,333 -31%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$8.09M -$4.57M -90,755 -36%
CCM
37
Covington Capital Management
California
$7.93M +$644K +12,800 +9%
FA
38
Fortis Advisors
Pennsylvania
$6.74M -$664K -13,187 -9%
SWM
39
Sugarloaf Wealth Management
Georgia
$5.57M +$5.57M +110,715 New
CWM
40
Connecticut Wealth Management
Connecticut
$5.47M -$312K -6,206 -5%
WR
41
Watson Rebecca
$5.18M +$5.18M +102,963 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$5.18M -$8.38M -166,515 -62%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$5.17M +$732K +14,548 +16%
SI
44
Stephens Inc
Arkansas
$5.02M +$1M +19,875 +25%
EWA
45
EP Wealth Advisors
California
$4.48M +$3.98M +79,000 +795%
B
46
Brightworth
Georgia
$3.62M +$3.62M +71,890 New
AG
47
Advisor Group
Arizona
$3.33M +$114K +2,257 +4%
MML Investors Services
48
MML Investors Services
Massachusetts
$3.28M +$150K +2,973 +5%
TA
49
TCG Advisors
Texas
$3.23M -$181K -3,593 -5%
AWMS
50
Advocacy Wealth Management Services
Georgia
$3.18M +$3.18M +63,156 New
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