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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

330 hedge funds and large institutions have $2.75B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 25 closing their positions.

Holders
330
Holders Change
+27
Holders Change %
+8.91%
% of All Funds
5.81%
Holding in Top 10
29
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.68%
% of All Funds
0.51%
New
54
Increased
113
Reduced
127
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$380M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$469M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$18.5M
4
PFM
4
Phillips Financial Management
Indiana
$19.3M
5
LPL Financial
5
LPL Financial
California
$50.8M

Top Sellers

1
PCFFS
1
Pacific Center for Financial Services
California
$3.1M
2
CCA
2
Clearwater Capital Advisors
Illinois
$0
3
HWA
3
Heritage Wealth Advisors
Virginia
$499K
4
Bank of America
4
Bank of America
North Carolina
$233M
5
BWL
5
Bogart Wealth LLC
Virginia
$8.68M
Name Market Value Shares Shares
Change 		Shares
Change %
OPCM
76
Osborne Partners Capital Management
California
$5.04M 99,793 +99,793 New
Morgan Stanley
77
Morgan Stanley
New York
$4.8M 95,022 +50,158 +112%
FA
78
FDx Advisors
Illinois
$4.78M 94,630 -3,379 -3%
ZIM
79
Zacks Investment Management
Illinois
$4.78M 94,611 +501 +0.5%
B
80
Brightworth
Georgia
$4.67M 92,464 +22,622 +32%
CA
81
Callahan Advisors
Texas
$4.58M 90,672 +1,778 +2%
DWM
82
Doyle Wealth Management
Florida
$4.51M 89,343 +25,442 +40%
GCA
83
Greenwood Capital Associates
South Carolina
$4.47M 88,518 +27,699 +46%
WCM
84
WealthBridge Capital Management
Ohio
$4.42M 87,572 +7,697 +10%
SWG
85
Summit Wealth Group
Vermont
$4.12M 81,588 +23,082 +39%
ISWM
86
Independent Solutions Wealth Management
New York
$4.05M 80,100 +10,675 +15%
KCM
87
Karp Capital Management
California
$4.03M 79,769 +79,769 New
RW
88
RVW Wealth
California
$4M 88,289 -158 -0.2%
AF
89
Allworth Financial
California
$4M 79,084 -7,747 -9%
PAG
90
Private Advisor Group
New Jersey
$3.96M 78,383 +17,065 +28%
CCT
91
Country Club Trust
Missouri
$3.89M 76,971 +18,570 +32%
C
92
Certuity
Florida
$3.87M 76,580 -8,550 -10%
DBT
93
Dubuque Bank & Trust
Iowa
$3.84M 76,095 +57,645 +312%
PPW
94
Pasadena Private Wealth
California
$3.84M 76,013 +1,029 +1%
TCMP
95
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.83M 75,704 -21,102 -22%
CFA
96
Capstone Financial Advisors
Illinois
$3.8M 75,275 -2,439 -3%
MWM
97
Mascoma Wealth Management
New Hampshire
$3.73M 73,789 +3,023 +4%
WWM
98
Wiser Wealth Management
Georgia
$3.69M 73,085 -11,951 -14%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$3.66M 72,428 -34,589 -32%
KAS
100
Kestra Advisory Services
Texas
$3.57M 70,596 -73,741 -51%
2 3
4
5 6