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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

330 hedge funds and large institutions have $2.75B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 25 closing their positions.

Holders
330
Holders Change
+27
Holders Change %
+8.91%
% of All Funds
5.81%
Holding in Top 10
29
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.68%
% of All Funds
0.51%
New
54
Increased
113
Reduced
127
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$380M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$469M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$18.5M
4
PFM
4
Phillips Financial Management
Indiana
$19.3M
5
LPL Financial
5
LPL Financial
California
$50.8M

Top Sellers

1
PCFFS
1
Pacific Center for Financial Services
California
$3.1M
2
CCA
2
Clearwater Capital Advisors
Illinois
$0
3
HWA
3
Heritage Wealth Advisors
Virginia
$499K
4
Bank of America
4
Bank of America
North Carolina
$233M
5
BWL
5
Bogart Wealth LLC
Virginia
$8.68M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.2M 280,706 -81,641 -23%
Stifel Financial
27
Stifel Financial
Missouri
$13.6M 269,877 +1,780 +0.7%
EIA
28
Edgemoor Investment Advisors
Maryland
$13.5M 267,308 +34,721 +15%
PFP
29
Pinnacle Financial Partners
Tennessee
$12.8M 253,177 +121,481 +92%
LK
30
Lumbard & Kellner
New Hampshire
$12.3M 242,459 -3,045 -1%
DCM
31
Donaldson Capital Management
Indiana
$12.2M 241,906 +31,281 +15%
AWE
32
Avidian Wealth Enterprises
Texas
$12M 236,721 +236,721 New
BWA
33
Burt Wealth Advisors
Maryland
$11.7M 231,717 +8,811 +4%
CA
34
Capital Advantage
California
$11.4M 226,070 -86,734 -28%
HCIA
35
Hochman Cole Investment Advisors
Illinois
$11.4M 225,445 -7,287 -3%
Osaic Holdings
36
Osaic Holdings
Arizona
$11.1M 219,678 +11,056 +5%
SSWG
37
Seven Springs Wealth Group
Tennessee
$10.8M 214,059 -10,150 -5%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$10.8M 212,781 +55,745 +35%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$10.5M 207,750 -92,021 -31%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$9.66M 191,296 -62,640 -25%
DWT
41
Dorsey & Whitney Trust
South Dakota
$9.65M 191,027 +191,027 New
DI
42
DFPG Investments
Utah
$9.17M 181,633 +21,113 +13%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$8.99M 178,025 -111,076 -38%
HCM
44
Hengehold Capital Management
Ohio
$8.69M 171,995 -64,712 -27%
BWL
45
Bogart Wealth LLC
Virginia
$8.68M 171,711 -458,434 -73%
WWM
46
WT Wealth Management
Arizona
$8.52M 168,651 +32,007 +23%
BIAS
47
Beacon Investment Advisory Services
New Jersey
$8.51M 168,400 +168,400 New
CTA
48
Chesley Taft & Associates
Illinois
$8.26M 163,562 -7,550 -4%
OWA
49
Octavia Wealth Advisors
Ohio
$8.14M 161,150 -31,397 -16%
EVM
50
Eaton Vance Management
Massachusetts
$7.95M 157,445 -27,531 -15%
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