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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

333 hedge funds and large institutions have $3.13B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 29 closing their positions.

Holders
333
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
5.81%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.54%
New
36
Increased
124
Reduced
127
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
1
Sun Life Financial
Ontario, Canada
$225M
2
RJA
2
Raymond James & Associates
Florida
$175M
3
SW
3
SVB Wealth
Massachusetts
$410M
4
PFM
4
Phillips Financial Management
Indiana
$48.4M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$26.3M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$17.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AP
3
Agilis Partners
Massachusetts
$859K
4
LPL Financial
4
LPL Financial
California
$37.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$90.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PFP
26
Pinnacle Financial Partners
Tennessee
$16.5M 325,728 +72,551 +29%
PWA
27
Pinnacle Wealth Advisors
Tennessee
$16.5M 325,728 +325,728 New
OSNBOA
28
Old Second National Bank of Aurora
Illinois
$15.7M 310,472 +6,778 +2%
SSWM
29
Smith Salley Wealth Management
North Carolina
$15.7M 309,904 +23,452 +8%
AWE
30
Avidian Wealth Enterprises
Texas
$15.1M 298,336 +61,615 +26%
SFG
31
Snider Financial Group
Washington
$14M 277,407 +277,407 New
EIA
32
Edgemoor Investment Advisors
Maryland
$12.8M 253,614 -13,694 -5%
LK
33
Lumbard & Kellner
New Hampshire
$12.3M 243,657 +1,198 +0.5%
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$12M 237,144 -181,206 -43%
AWM
35
Aprio Wealth Management
Georgia
$11.7M 232,535 +232,535 New
BWA
36
Burt Wealth Advisors
Maryland
$11.5M 228,110 -3,607 -2%
BWL
37
Bogart Wealth LLC
Virginia
$10.7M 211,910 +40,199 +23%
SSWG
38
Seven Springs Wealth Group
Tennessee
$10.5M 207,421 -6,638 -3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$10.3M 203,046 -9,735 -5%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$10.1M 200,007 +8,711 +5%
Osaic Holdings
41
Osaic Holdings
Arizona
$10M 198,524 -21,154 -10%
HCIA
42
Hochman Cole Investment Advisors
Illinois
$9.95M 196,879 -28,566 -13%
PWAC
43
Private Wealth Advisors (California)
California
$9.85M 194,985 -121,140 -38%
HCM
44
Hengehold Capital Management
Ohio
$9.39M 185,890 +13,895 +8%
OWA
45
Octavia Wealth Advisors
Ohio
$9.07M 179,595 +18,445 +11%
BIAS
46
Beacon Investment Advisory Services
New Jersey
$8.81M 174,400 +6,000 +4%
WWM
47
WT Wealth Management
Arizona
$8.77M 173,500 +4,849 +3%
CTA
48
Chesley Taft & Associates
Illinois
$8.51M 168,440 +4,878 +3%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$8.48M 167,915 -10,110 -6%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.39M 166,061 -114,645 -41%
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