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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 %
JWCA
101
J.W. Cole Advisors
Florida
$807K -$856K -17,133 -51%
CF
102
Centaurus Financial
California
$755K +$69K +1,381 +10%
PEA
103
Pacific Edge Advisors
California
$749K +$749K +15,000 New
AP
104
Advisor Partners
California
$696K +$696K +13,935 New
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$668K +$668K +13,370 New
GG
106
Gofen & Glossberg
Illinois
$620K +$174K +3,485 +39%
5L
107
55I LLC
Massachusetts
$598K +$598K +11,926 New
TC
108
TownSquare Capital
Utah
$578K +$578K +11,504 New
DBT
109
Dubuque Bank & Trust
Iowa
$573K +$329K +6,584 +135%
PFM
110
Phillips Financial Management
Indiana
$564K +$19.9K +398 +4%
MFG
111
Merit Financial Group
Georgia
$543K -$22.1K -443 -4%
CHP
112
Cable Hill Partners
Oregon
$530K +$1.8K +36 +0.3%
IF
113
IRON Financial
Illinois
$520K +$520K +10,402 New
HA
114
Harborview Advisors
Maine
$503K +$301K +6,027 +149%
SWG
115
Summit Wealth Group
Vermont
$480K +$22.8K +457 +5%
ONST
116
Old North State Trust
North Carolina
$472K -$238K -4,754 -33%
FTUS
117
Flow Traders U.S.
New York
$464K -$177K -3,537 -28%
WLIM
118
White Lighthouse Investment Management
Massachusetts
$464K – – –
IIC
119
Ironwood Investment Counsel
Arizona
$461K -$263K -5,270 -36%
SG
120
StoneX Group
New York
$448K -$869K -17,359 -66%
CWS
121
Cypress Wealth Services
California
$442K -$86K -1,723 -16%
AWM
122
AE Wealth Management
Kansas
$423K +$168K +3,357 +66%
IA
123
IFP Advisors
Florida
$420K -$1.16M -23,304 -73%
SAM
124
Summit Asset Management
Tennessee
$420K – – –
EPA
125
Element Pointe Advisors
Florida
$386K -$103K -2,070 -21%
3 4
5
6 7