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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

236 hedge funds and large institutions have $1.96B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+48
Holders Change %
+25.53%
% of All Funds
4.85%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.6%
New
68
Increased
94
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$218M
2
Bank of America
2
Bank of America
North Carolina
$227M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$407M
4
HWA
4
Heritage Wealth Advisors
Virginia
$35.4M
5
TC
5
TownSquare Capital
Utah
$29.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.24M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$26.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$9.23M
4
RCS
4
Retirement Capital Strategies
California
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$13.2M +$13.2M +261,300 +2,177,500%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$12.1M +$12.1M +239,475 New
SSWG
28
Seven Springs Wealth Group
Tennessee
$11.6M +$1.4M +27,672 +14%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$10.9M +$2.9M +57,318 +36%
PPW
30
Pasadena Private Wealth
California
$10.8M +$5.82M +115,196 +117%
TYCC
31
Texas Yale Capital Corp
Florida
$10.2M +$90.7K +1,794 +0.9%
SI
32
Stephens Inc
Arkansas
$10.1M +$2.05M +40,600 +26%
RW
33
RVW Wealth
California
$9.98M +$9.98M +197,283 New
OSNBOA
34
Old Second National Bank of Aurora
Illinois
$9.9M +$9.9M +195,871 New
HighTower Advisors
35
HighTower Advisors
Illinois
$9.23M -$16.1M -318,411 -64%
Citadel Advisors
36
Citadel Advisors
Florida
$9.17M +$855K +16,916 +10%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$8.5M +$1.52M +30,002 +22%
PCIA
38
Prime Capital Investment Advisors
Kansas
$8.14M +$353K +6,974 +5%
ACA
39
Aptus Capital Advisors
Alabama
$8.05M +$164K +3,248 +2%
RWA
40
Redhawk Wealth Advisors
Minnesota
$7.2M +$7.2M +142,481 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$6.72M +$6.69M +132,321 +22,658%
HCIA
42
Hochman Cole Investment Advisors
Illinois
$6.55M +$1.24M +24,531 +23%
SPC
43
Sigma Planning Corp
Michigan
$6.36M +$5.05M +99,849 +384%
MML Investors Services
44
MML Investors Services
Massachusetts
$5.99M +$626K +12,379 +12%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$5.82M +$1.53M +30,225 +36%
HTC
46
Haverford Trust Company
Pennsylvania
$5.75M +$5.75M +113,736 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$5.7M +$3.76M +74,274 +193%
JFA
48
Johanson Financial Advisors
California
$5.6M +$535K +10,578 +11%
SMFS
49
Squar Milner Financial Services
California
$5.41M +$5.41M +106,913 New
CIAS
50
Capital Investment Advisory Services
North Carolina
$5.23M +$5.23M +103,415 New
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