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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 %
CCM
51
Covington Capital Management
California
$5.08M +$197K +3,900 +4%
FA
52
FDx Advisors
Illinois
$5.06M +$5.06M +100,119 New
CTA
53
Chesley Taft & Associates
Illinois
$4.8M +$1.19M +23,610 +33%
FP
54
Financial Perspectives
Minnesota
$4.53M -$3.07M -60,719 -40%
ASN
55
Advisory Services Network
Georgia
$4.46M +$4.46M +88,153 New
WC
56
Whitney & Co
New York
$4.45M +$4.45M +88,058 New
MWM
57
Maltin Wealth Management
New Jersey
$3.93M +$181K +3,586 +5%
CP
58
Corbenic Partners
Pennsylvania
$3.85M +$3.85M +76,174 New
FWP
59
FAS Wealth Partners
Kansas
$3.77M +$288K +5,704 +8%
WWM
60
WT Wealth Management
Arizona
$3.73M +$1.23M +24,285 +49%
DMC
61
Drexel Morgan & Co
Pennsylvania
$3.7M +$3.7M +73,104 New
RPSA
62
Richard P. Slaughter Associates
Texas
$3.67M -$2.88M -56,931 -44%
WR
63
Watson Rebecca
$3.66M -$101K -2,001 -3%
VAS
64
Valicenti Advisory Services
New York
$3.62M +$627K +12,399 +21%
DI
65
DFPG Investments
Utah
$3.52M +$975K +19,290 +38%
CWM
66
Connecticut Wealth Management
Connecticut
$3.43M +$429K +8,478 +14%
CA
67
Callahan Advisors
Texas
$3.32M +$3.32M +65,557 New
AWMS
68
Advocacy Wealth Management Services
Georgia
$3.26M +$1.18M +23,389 +57%
TA
69
TCG Advisors
Texas
$3.26M -$1.49M -29,397 -31%
PA
70
Parallel Advisors
California
$3.03M +$404K +7,999 +15%
SPIA
71
Steward Partners Investment Advisory
New York
$3.03M +$137K +2,709 +5%
SCP
72
Seizert Capital Partners
Michigan
$3.02M – – –
PAG
73
Private Advisor Group
New Jersey
$3.02M +$1.56M +30,934 +107%
ISWM
74
Independent Solutions Wealth Management
New York
$3.02M +$395K +7,804 +15%
EIA
75
Eldridge Investment Advisors
New Hampshire
$2.99M +$194K +3,833 +7%
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3
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