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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

188 hedge funds and large institutions have $1.35B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+24
Holders Change %
+14.63%
% of All Funds
4.15%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.51%
New
49
Increased
54
Reduced
62
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
2
Jane Street
Jane Street
New York
+$69.3M
3
RJA
Raymond James & Associates
Florida
+$66.7M
4
BWM
Baystate Wealth Management
Massachusetts
+$66.5M
5
HCM
Hengehold Capital Management
Ohio
+$34.4M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$243M
2
GA
Gateway Advisory
New Jersey
-$33M
3
BlackRock
BlackRock
New York
-$26.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.9M
5
VCM
Vivaldi Capital Management
Illinois
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
76
Castle Rock Wealth Management
California
$1.43M +$1.21M +24,104 +554%
SL
77
Systelligence LLC
Minnesota
$1.43M +$1.43M +28,709 New
UCFA
78
United Capital Financial Advisors
Texas
$1.42M -$17.4K -349 -1%
SFP
79
Shepherd Financial Partners
Massachusetts
$1.39M +$757K +15,140 +121%
GC
80
Guggenheim Capital
Illinois
$1.38M +$445K +8,920 +48%
WC
81
Waterloo Capital
Texas
$1.36M +$1.36M +27,173 New
IGGA
82
Iron Gate Global Advisors
Utah
$1.32M -$11M -220,469 -89%
SPC
83
Sigma Planning Corp
Michigan
$1.3M -$1.21M -24,263 -48%
AC
84
Athanor Capital
New York
$1.27M +$1.27M +25,316 New
PFP
85
Pinnacle Financial Partners
Tennessee
$1.19M +$257K +5,139 +28%
BPA
86
Beacon Pointe Advisors
California
$1.13M – – –
NA
87
NewEdge Advisors
Louisiana
$1.11M -$105K -2,094 -9%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$1.09M – – –
Deutsche Bank
89
Deutsche Bank
Germany
$992K +$167K +3,335 +20%
SFS
90
Sowell Financial Services
Arkansas
$951K -$126K -2,524 -12%
BRWM
91
B. Riley Wealth Management
Tennessee
$940K +$940K +18,816 New
CM
92
Cornerstone Management
Georgia
$912K +$912K +18,262 New
SRC
93
Shufro Rose & Co
New York
$909K +$82.5K +1,650 +10%
ACS
94
Archford Capital Strategies
Illinois
$907K -$75.8K -1,517 -8%
PWA
95
Physician Wealth Advisors
Utah
$902K +$257K +5,113 +40%
SCP
96
Syntal Capital Partners
Texas
$871K +$332K +6,650 +62%
CIBC World Market
97
CIBC World Market
Ontario, Canada
$856K +$856K +17,143 New
TLP
98
Trinity Legacy Partners
Texas
$814K +$814K +16,311 New
FA
99
Financial Advisors
Massachusetts
$811K +$811K +16,245 New
DWM
100
Doyle Wealth Management
Florida
$808K +$572K +11,457 +243%
2 3
4
5 6