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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 %
CWS
101
Cypress Wealth Services
California
$532K +$532K +10,580 New
TP
102
Tranquility Partners
Tennessee
$502K +$122K +2,427 +32%
EPA
103
Element Pointe Advisors
Florida
$494K – – –
SCP
104
Seizert Capital Partners
Michigan
$473K – – –
WLIM
105
White Lighthouse Investment Management
Massachusetts
$467K -$80.4K -1,597 -15%
SWG
106
Summit Wealth Group
Vermont
$461K +$461K +9,159 New
CFC
107
Coyle Financial Counsel
Illinois
$457K -$6.14K -122 -1%
BRWA
108
B. Riley Wealth Advisors
Florida
$453K +$453K +9,000 New
GG
109
Gofen & Glossberg
Illinois
$449K +$449K +8,930 New
RPSA
110
Richard P. Slaughter Associates
Texas
$429K +$429K +8,531 New
SAM
111
Summit Asset Management
Tennessee
$423K +$146K +2,900 +53%
GC
112
Gratus Capital
Georgia
$420K +$420K +8,335 New
UBS Group
113
UBS Group
Switzerland
$416K +$400K +7,951 +2,557%
EAM
114
Evanson Asset Management
California
$400K +$400K +7,954 New
SCA
115
Snowden Capital Advisors
New York
$389K +$389K +7,738 New
SSWM
116
Sheets Smith Wealth Management
North Carolina
$362K -$65.4K -1,300 -15%
IWM
117
IHT Wealth Management
Illinois
$326K +$201 +4 +0.1%
BWA
118
BDO Wealth Advisors
Florida
$316K – – –
CAL
119
Capital Advisors Ltd
Ohio
$312K +$312K +6,195 New
WT
120
Whittier Trust
California
$301K – – –
BAAM
121
Baker Avenue Asset Management
California
$298K – – –
WCG
122
Weaver Consulting Group
California
$284K – – –
TC
123
Telemus Capital
Michigan
$276K – – –
AWM
124
AE Wealth Management
Kansas
$257K +$8.75K +174 +4%
CA
125
Cetera Advisors
Colorado
$251K -$29.3K -583 -10%
3 4
5
6 7