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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

102 hedge funds and large institutions have $609M invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+27
Holders Change %
+36%
% of All Funds
2.21%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
39
Increased
30
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Capital Advantage
California
+$38.6M
2
SHGA
Sand Hill Global Advisors
California
+$38.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$31.8M
4
SFS
Searcy Financial Services
Kansas
+$15.1M
5
MCM
MV Capital Management
Maryland
+$14.5M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$10.3M
2
LPL Financial
LPL Financial
California
-$9.15M
3
PFP
Pinnacle Financial Partners
Tennessee
-$5.08M
4
Wolverine Trading
Wolverine Trading
Illinois
-$4.02M
5
SIAS
Shine Investment Advisory Services
Colorado
-$3.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Summit Asset Management
Tennessee
$277K – – –
TSS
77
Two Sigma Securities
New York
$262K +$262K +5,216 New
Stifel Financial
78
Stifel Financial
Missouri
$253K -$50.8K -1,010 -17%
SPC
79
Sigma Planning Corp
Michigan
$224K +$224K +4,460 New
RSWM
80
Robertson Stephens Wealth Management
California
$216K +$216K +4,286 New
EWM
81
Elmwood Wealth Management
California
$201K – – –
VF
82
Virtu Financial
New York
$201K +$201K +4,000 New
CWA
83
Clarus Wealth Advisors
Arizona
$151K – – –
RCAG
84
Rehmann Capital Advisory Group
Michigan
$115K +$115K +2,278 New
RIA
85
Realta Investment Advisors
Delaware
$108K +$108K +2,144 New
William Blair & Company
86
William Blair & Company
Illinois
$75K – – –
GWM
87
Geneos Wealth Management
Colorado
$61K +$61K +1,214 New
LFG
88
LifePlan Financial Group
Ohio
$53K – – –
Morgan Stanley
89
Morgan Stanley
New York
$50K +$50K +1,000 New
PB
90
Pinnacle Bancorp
Nebraska
$47K – – –
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$40K +$40K +789 New
SHIM
92
Stone House Investment Management
Pennsylvania
$36K +$36K +720 New
Citigroup
93
Citigroup
New York
$35K +$35K +697 New
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$30K +$30K +598 New
CF
95
Centaurus Financial
California
$29K +$29K +1,461 New
CA
96
Cetera Advisors
Colorado
$26K +$26K +520 New
CFG
97
CKW Financial Group
Hawaii
$14K – – –
FRA
98
Front Row Advisors
California
$3K +$3K +50 New
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +27 New
JPLA
100
Joseph P. Lucia & Associates
New York
$500 +$500 +25,105 New
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4
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