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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

236 hedge funds and large institutions have $1.96B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+48
Holders Change %
+25.53%
% of All Funds
4.85%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.6%
New
68
Increased
94
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$218M
2
Bank of America
2
Bank of America
North Carolina
$227M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$407M
4
HWA
4
Heritage Wealth Advisors
Virginia
$35.4M
5
TC
5
TownSquare Capital
Utah
$29.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.24M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$26.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$9.23M
4
RCS
4
Retirement Capital Strategies
California
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
101
Centaurus Financial
California
$1.44M +$675K +13,345 +88%
CRWM
102
Castle Rock Wealth Management
California
$1.41M -$28.2K -557 -2%
GA
103
Gateway Advisory
New Jersey
$1.4M -$600K -11,869 -30%
AF
104
Allworth Financial
California
$1.38M +$1.2M +23,807 +675%
PFM
105
Phillips Financial Management
Indiana
$1.33M +$763K +15,078 +133%
DWM
106
Doyle Wealth Management
Florida
$1.33M +$515K +10,195 +63%
JWCA
107
J.W. Cole Advisors
Florida
$1.32M +$504K +9,962 +62%
GC
108
Guggenheim Capital
Illinois
$1.32M -$77K -1,523 -6%
OCPWS
109
One Charles Private Wealth Services
Massachusetts
$1.3M -$381K -7,533 -23%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$1.21M +$824K +16,296 +211%
DCM
111
Davis Capital Management
Florida
$1.21M -$709K -14,021 -37%
SRC
112
Shufro Rose & Co
New York
$1.14M +$224K +4,425 +24%
IGGA
113
Iron Gate Global Advisors
Utah
$1.12M -$216K -4,266 -16%
PWA
114
Physician Wealth Advisors
Utah
$1.11M +$201K +3,975 +22%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$1.09M – – –
Deutsche Bank
116
Deutsche Bank
Germany
$1.04M +$39.3K +778 +4%
Stifel Financial
117
Stifel Financial
Missouri
$1.04M -$543K -10,750 -34%
PEA
118
Pacific Edge Advisors
California
$1.01M +$253K +5,000 +33%
SCP
119
Syntal Capital Partners
Texas
$953K +$70.9K +1,403 +8%
CNC
120
Canandaigua National Corp
New York
$896K +$896K +17,724 New
VWA
121
V Wealth Advisors
Kansas
$885K +$885K +17,498 New
ACS
122
Archford Capital Strategies
Illinois
$827K -$90.6K -1,792 -10%
SFM
123
Signet Financial Management
New Jersey
$817K +$505K +9,993 +162%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$791K +$791K +15,653 New
HWM
125
Howard Wealth Management
Connecticut
$788K +$500K +9,890 +174%
3 4
5
6 7