ICSH icon

iShares Ultra Short Duration Bond Active ETF

115 hedge funds and large institutions have $666M invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
2.5%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
27
Increased
44
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$357K
Bank of Nova Scotia
77
Bank of Nova Scotia
Ontario, Canada
$341K +$341K +6,769 New
DI
78
DFPG Investments
Utah
$340K +$340K +6,754 New
BWA
79
BDO Wealth Advisors
Florida
$316K +$316K +6,280 New
AP
80
Appleton Partners
Massachusetts
$303K -$171K -3,390 -36%
WT
81
Whittier Trust
California
$301K -$10.1K -200 -3%
BAAM
82
Baker Avenue Asset Management
California
$298K
WCG
83
Weaver Consulting Group
California
$284K
SAM
84
Summit Asset Management
Tennessee
$277K
Stifel Financial
85
Stifel Financial
Missouri
$253K
CAC
86
Certified Advisory Corp
Florida
$237K +$237K +4,700 New
MWP
87
MYCIO Wealth Partners
Pennsylvania
$222K +$222K +4,400 New
SSWM
88
Smith Salley Wealth Management
North Carolina
$203K +$203K +4,019 New
EWM
89
Elmwood Wealth Management
California
$202K
WPSG
90
Wealth & Pension Services Group
Georgia
$200K +$200K +3,974 New
AIM
91
Advantage Investment Management
Iowa
$197K -$102K -2,034 -34%
DWM
92
Destination Wealth Management
California
$189K +$189K +3,755 New
RCAG
93
Rehmann Capital Advisory Group
Michigan
$180K +$65.7K +1,303 +57%
CWA
94
Clarus Wealth Advisors
Arizona
$151K
RIA
95
Realta Investment Advisors
Delaware
$109K +$757 +15 +0.7%
RBC
96
Roble Belko & Company
Pennsylvania
$101K +$101K +2,000 New
William Blair & Company
97
William Blair & Company
Illinois
$76K
ESB
98
Essex Savings Bank
Connecticut
$76K +$76K +1,500 New
HWA
99
Heritage Wealth Advisors
Virginia
$71.1K +$71.1K +1,410 New
LFG
100
LifePlan Financial Group
Ohio
$54K