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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

271 hedge funds and large institutions have $2.4B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+35
Holders Change %
+14.83%
% of All Funds
5.48%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.61%
New
61
Increased
110
Reduced
71
Closed
23
Calls
–
Puts
$448K
Net Calls
-$448K
Net Calls Change
-$448K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$81.3M
2
BlackRock
BlackRock
New York
$60M
3
SAM
SP Asset Management
California
$57.5M
4
MMA
Miracle Mile Advisors
California
$40.2M
5
Bank of America
Bank of America
North Carolina
$255M

Top Sellers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.45M
2
HCM
Hengehold Capital Management
Ohio
$12.2M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
RWA
Redhawk Wealth Advisors
Minnesota
$1.02M
5
SI
Stephens Inc
Arkansas
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
101
Physician Wealth Advisors
Utah
$2.68M +$1.57M +31,132 +142%
BW
102
Bison Wealth
Georgia
$2.66M +$2.66M +52,599 New
EIA
103
Eldridge Investment Advisors
New Hampshire
$2.65M -$339K -6,713 -11%
ST
104
Spinnaker Trust
Maine
$2.61M +$463K +9,160 +22%
TFGT
105
TS Financial Group (TSFG)
Illinois
$2.55M +$236K +4,675 +10%
DWM
106
Doyle Wealth Management
Florida
$2.5M +$1.16M +23,015 +87%
FP
107
Financial Perspectives
Minnesota
$2.49M -$2.03M -40,227 -45%
IIC
108
Ironwood Investment Counsel
Arizona
$2.39M +$1.9M +37,644 +394%
WCM
109
WealthBridge Capital Management
Ohio
$2.38M +$2.12M +41,902 +806%
SFS
110
Sowell Financial Services
Arkansas
$2.29M -$246K -4,865 -10%
VWA
111
Visionary Wealth Advisors
Illinois
$2.26M -$385K -7,611 -15%
TPWA
112
TRUE Private Wealth Advisors
Oregon
$2.15M +$1.65M +32,644 +328%
SWG
113
Summit Wealth Group
Vermont
$2.15M +$1.36M +26,857 +173%
CNC
114
Canandaigua National Corp
New York
$2.08M +$1.18M +23,331 +132%
BCA
115
Bay Colony Advisors
Massachusetts
$2.05M -$311K -6,153 -13%
CM
116
Cornerstone Management
Georgia
$2.04M -$22.6K -447 -1%
FA
117
Fortis Advisors
Pennsylvania
$1.99M -$871K -17,220 -30%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$1.93M +$718K +14,189 +59%
KCM
119
Karp Capital Management
California
$1.92M +$1.68M +33,232 +708%
Citigroup
120
Citigroup
New York
$1.91M +$1.17M +23,151 +159%
AF
121
Advisornet Financial
Minnesota
$1.83M +$1.71M +33,751 +1,427%
Deutsche Bank
122
Deutsche Bank
Germany
$1.71M +$662K +13,089 +63%
CA
123
Corrado Advisors
New Jersey
$1.64M -$218K -4,320 -12%
SWP
124
Stratos Wealth Partners
Ohio
$1.63M -$129K -2,550 -7%
BA
125
Bristlecone Advisors
Washington
$1.58M +$969K +19,170 +158%
3 4
5
6 7