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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

271 hedge funds and large institutions have $2.4B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+35
Holders Change %
+14.83%
% of All Funds
5.48%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.61%
New
61
Increased
110
Reduced
71
Closed
23
Calls
–
Puts
$448K
Net Calls
-$448K
Net Calls Change
-$448K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$81.3M
2
BlackRock
2
BlackRock
New York
$60M
3
SAM
3
SP Asset Management
California
$57.5M
4
MMA
4
Miracle Mile Advisors
California
$40.2M
5
Bank of America
5
Bank of America
North Carolina
$255M

Top Sellers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$3.45M
2
HCM
2
Hengehold Capital Management
Ohio
$12.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$1.02M
5
SI
5
Stephens Inc
Arkansas
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAC
26
Private Wealth Advisors (California)
California
$15.6M +$15.6M +309,366 New
HTC
27
Haverford Trust Company
Pennsylvania
$14.2M +$8.49M +167,833 +148%
OSNBOA
28
Old Second National Bank of Aurora
Illinois
$13.8M +$3.94M +77,903 +40%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.8M +$13.8M +272,738 New
SFS
30
Searcy Financial Services
Kansas
$13.7M -$4.27M -84,510 -24%
EIA
31
Edgemoor Investment Advisors
Maryland
$12.8M -$626K -12,383 -5%
LK
32
Lumbard & Kellner
New Hampshire
$12.7M +$12.7M +250,690 New
HCM
33
Hengehold Capital Management
Ohio
$12.2M -$17.5M -345,600 -59%
ACA
34
Aptus Capital Advisors
Alabama
$11.7M +$3.62M +71,555 +45%
SSWG
35
Seven Springs Wealth Group
Tennessee
$11.6M -$54.5K -1,077 -0.5%
SSWM
36
Smith Salley Wealth Management
North Carolina
$11.4M +$11.1M +219,517 +3,254%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$11.2M +$5.45M +107,823 +96%
TYCC
38
Texas Yale Capital Corp
Florida
$10.4M +$253K +5,010 +2%
RPSA
39
Richard P. Slaughter Associates
Texas
$9.96M +$6.29M +124,302 +171%
HCIA
40
Hochman Cole Investment Advisors
Illinois
$9.92M +$3.38M +66,760 +52%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$9.23M -$1.65M -32,666 -15%
HighTower Advisors
42
HighTower Advisors
Illinois
$9.03M -$200K -3,960 -2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$8.68M +$180K +3,569 +2%
BWA
44
Burt Wealth Advisors
Maryland
$8.47M +$8.4M +166,015 +11,068%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$8.14M +$8.14M +161,048 New
WWM
46
WT Wealth Management
Arizona
$8.14M +$4.41M +87,215 +118%
FA
47
FDx Advisors
Illinois
$7.92M +$2.86M +56,550 +56%
RW
48
RVW Wealth
California
$7.85M -$2.13M -42,028 -21%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$7.49M +$770K +15,224 +11%
SPC
50
Sigma Planning Corp
Michigan
$7.36M +$993K +19,628 +16%
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