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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$7.8M 154,312 +59,520 +63%
NFP
52
Novak Financial Planning
Maryland
$7.58M 150,003 +11,356 +8%
HighTower Advisors
53
HighTower Advisors
Illinois
$7.53M 149,304 +809 +0.5%
SI
54
Stephens Inc
Arkansas
$6.81M 134,807 +65,561 +95%
JFA
55
Johanson Financial Advisors
California
$6.69M 132,461 +23,793 +22%
KPWS
56
Kestra Private Wealth Services
Texas
$6.67M 132,111 +12,796 +11%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$6.65M 6,048 +6,048 New
MP
58
McDonald Partners
Ohio
$6.62M 131,027 -2,705 -2%
AI
59
Atria Investments
North Carolina
$6.55M 129,604 +1,037 +0.8%
SAG
60
Spotlight Asset Group
Illinois
$6.19M 122,500 -10,123 -8%
HFS
61
Horizon Financial Services
North Carolina
$6.11M 120,879 +2,458 +2%
TYCC
62
Texas Yale Capital Corp
Florida
$5.99M 118,569 +8,901 +8%
RWA
63
RGT Wealth Advisors
Texas
$5.96M 117,873 +117,873 New
CCM
64
Crabel Capital Management
California
$5.71M 113,028 +10,278 +10%
ASN
65
Advisory Services Network
Georgia
$5.71M 113,007 +6,351 +6%
AWMS
66
Advocacy Wealth Management Services
Georgia
$5.6M 110,843 -12,832 -10%
SPC
67
Sigma Planning Corp
Michigan
$5.47M 108,323 -3,886 -3%
PCIA
68
Prime Capital Investment Advisors
Kansas
$5.42M 107,312 -22,341 -17%
KOMWMG
69
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.34M 105,750 +42,234 +66%
RPGK
70
Retirement Planning Group (Kansas)
Kansas
$5.28M 104,539 -920 -0.9%
CFS
71
Cannon Financial Strategists
Georgia
$5.23M 103,431 +39,374 +61%
SSWM
72
Sheets Smith Wealth Management
North Carolina
$5.2M 103,001 +42,308 +70%
PA
73
Parallel Advisors
California
$5.19M 102,711 +18,253 +22%
VIM
74
Vista Investment Management
Pennsylvania
$5.18M 102,503 +557 +0.5%
CCM
75
Covington Capital Management
California
$5.07M 100,350 -3,250 -3%
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