ICSH icon

iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

164 hedge funds and large institutions have $1.19B invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+40
Holders Change %
+32.26%
% of All Funds
3.24%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.43%
New
57
Increased
54
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$96.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.9M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$25.5M
5
ACA
Aptus Capital Advisors
Alabama
+$14.6M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$115M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$34.4M
3
OIM
Opus Investment Management
Massachusetts
-$25.2M
4
BlackRock
BlackRock
New York
-$12.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
76
Certuity
Florida
$1.1M +$1.1M +21,897 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$1.09M – – –
SFS
78
Sowell Financial Services
Arkansas
$1.09M -$16.3K -324 -1%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$1.08M +$72.2K +1,435 +7%
CTA
80
Chesley Taft & Associates
Illinois
$1.04M -$144K -2,853 -12%
ACS
81
Archford Capital Strategies
Illinois
$990K -$76.9K -1,528 -7%
PWM
82
Perigon Wealth Management
California
$964K +$964K +19,142 New
PFP
83
Pinnacle Financial Partners
Tennessee
$940K +$107K +2,133 +13%
HWA
84
Heritage Wealth Advisors
Virginia
$940K +$88.3K +1,754 +10%
GC
85
Guggenheim Capital
Illinois
$939K +$561K +11,148 +148%
SRC
86
Shufro Rose & Co
New York
$832K +$832K +16,540 New
Deutsche Bank
87
Deutsche Bank
Germany
$831K +$831K +16,522 New
Stifel Financial
88
Stifel Financial
Missouri
$742K -$103K -2,040 -12%
IIC
89
Ironwood Investment Counsel
Arizona
$729K +$729K +14,500 New
ONST
90
Old North State Trust
North Carolina
$714K -$145K -2,887 -17%
CF
91
Centaurus Financial
California
$691K -$688K -13,685 -50%
FTUS
92
Flow Traders U.S.
New York
$646K -$1.35M -26,856 -68%
PWA
93
Physician Wealth Advisors
Utah
$646K +$44.4K +881 +7%
SFP
94
Shepherd Financial Partners
Massachusetts
$632K +$632K +12,545 New
BCA
95
Bay Colony Advisors
Massachusetts
$616K +$183K +3,636 +42%
MFG
96
Merit Financial Group
Georgia
$569K +$569K +11,306 New
PFM
97
Phillips Financial Management
Indiana
$549K +$549K +10,901 New
SCP
98
Syntal Capital Partners
Texas
$543K +$324K +6,437 +148%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$534K +$534K +10,627 New
CHP
100
Cable Hill Partners
Oregon
$532K +$3.98K +79 +0.8%
2 3
4
5 6