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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 %
SPIA
51
Steward Partners Investment Advisory
New York
$3.14M +$2.61M +51,821 +487%
DI
52
DFPG Investments
Utah
$3.08M +$328K +6,514 +12%
IA
53
IFG Advisory
Georgia
$2.96M -$40.3K -800 -1%
CFS
54
Cannon Financial Strategists
Georgia
$2.85M +$279K +5,546 +11%
EIA
55
Eldridge Investment Advisors
New Hampshire
$2.83M -$443K -8,811 -14%
WWM
56
WT Wealth Management
Arizona
$2.75M +$1.2M +23,847 +78%
FWP
57
FAS Wealth Partners
Kansas
$2.75M +$2.75M +54,564 New
SHIM
58
Stone House Investment Management
Pennsylvania
$2.65M +$740K +14,710 +39%
CA
59
Corrado Advisors
New Jersey
$2.61M +$2.61M +51,824 New
SPC
60
Sigma Planning Corp
Michigan
$2.53M +$167K +3,314 +7%
PA
61
Parallel Advisors
California
$2.52M +$1.01M +19,967 +67%
VWA
62
Visionary Wealth Advisors
Illinois
$2.48M +$2.48M +49,178 New
SWP
63
Stratos Wealth Partners
Ohio
$2.25M -$275K -5,469 -11%
OCPWS
64
One Charles Private Wealth Services
Massachusetts
$1.84M +$1.84M +36,592 New
JWCA
65
J.W. Cole Advisors
Florida
$1.68M +$1.68M +33,291 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$1.61M +$220K +4,370 +16%
IA
67
IFP Advisors
Florida
$1.59M +$1.59M +31,753 New
VCP
68
Verus Capital Partners
Arizona
$1.5M +$1.5M +29,793 New
JSA
69
Jacobson & Schmitt Advisors
Wisconsin
$1.49M +$336K +6,676 +29%
Morgan Stanley
70
Morgan Stanley
New York
$1.47M +$1.39M +27,682 +1,864%
UCFA
71
United Capital Financial Advisors
Texas
$1.44M +$1.44M +28,692 New
SG
72
StoneX Group
New York
$1.32M +$1.32M +26,306 New
RWRC
73
R.W. Roge & Company
New York
$1.23M +$1.23M +24,396 New
NA
74
NewEdge Advisors
Louisiana
$1.22M -$48K -954 -4%
BPA
75
Beacon Pointe Advisors
California
$1.13M – – –
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3
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