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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$8.3M 164,313 +10,001 +6%
CA
52
Capital Advantage
California
$8.29M 164,105 -61,965 -27%
DI
53
DFPG Investments
Utah
$8.07M 159,749 -21,884 -12%
RWA
54
RGT Wealth Advisors
Texas
$7.76M 153,629 +35,756 +30%
TYCC
55
Texas Yale Capital Corp
Florida
$7.75M 153,434 +34,865 +29%
NFP
56
Novak Financial Planning
Maryland
$7.75M 153,411 +3,408 +2%
PCIA
57
Prime Capital Investment Advisors
Kansas
$7.56M 149,640 +42,328 +39%
JFA
58
Johanson Financial Advisors
California
$7.49M 148,315 +15,854 +12%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
– – -6,048 Closed
SPC
60
Sigma Planning Corp
Michigan
$6.85M 135,592 +27,269 +25%
HighTower Advisors
61
HighTower Advisors
Illinois
$6.65M 132,102 -17,202 -12%
KOMWMG
62
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.65M 131,563 +25,813 +24%
CWM
63
CCG Wealth Management
California
$6.6M 130,658 +130,658 New
MP
64
McDonald Partners
Ohio
$6.56M 129,927 -1,100 -0.8%
AI
65
Atria Investments
North Carolina
$6.38M 126,255 -3,349 -3%
SI
66
Stephens Inc
Arkansas
$6.27M 124,104 -10,703 -8%
ASN
67
Advisory Services Network
Georgia
$6.21M 122,816 +9,809 +9%
EVM
68
Eaton Vance Management
Massachusetts
$5.97M 118,142 -39,303 -25%
BCM
69
Bienville Capital Management
New York
$5.67M 112,159 +112,159 New
VIM
70
Vista Investment Management
Pennsylvania
$5.64M 111,554 +9,051 +9%
KPWS
71
Kestra Private Wealth Services
Texas
$5.58M 110,535 -21,576 -16%
K
72
Kemper
Illinois
$5.51M 109,000 +109,000 New
SSWM
73
Sheets Smith Wealth Management
North Carolina
$5.46M 108,090 +5,089 +5%
FA
74
FDx Advisors
Illinois
$5.03M 99,605 +4,975 +5%
PA
75
Parallel Advisors
California
$5M 98,883 -3,828 -4%
1 2
3
4 5