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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 %
WI
101
Wintrust Investments
Illinois
$3.55M 70,298 +70,298 New
TWM
102
Tradition Wealth Management
Minnesota
$3.47M 68,756 +18,026 +36%
CAG
103
Csenge Advisory Group
Florida
$3.33M 65,864 +2,397 +4%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$3.24M 64,168 -88,929 -58%
NCP
105
NexWave Capital Partners
New York
$3.24M 64,038 +3,038 +5%
DMC
106
Drexel Morgan & Co
Pennsylvania
$3.18M 62,864 +5,100 +9%
HC
107
Hatton Consulting
Arizona
$3.16M 62,594 +62,594 New
SFS
108
Sowell Financial Services
Arkansas
$3.15M 62,452 -7,155 -10%
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$3.13M 61,864 -21,705 -26%
PCFFS
110
Pacific Center for Financial Services
California
$3.1M 61,332 -834,360 -93%
GWAM
111
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.06M 60,550 +10,930 +22%
PWA
112
Physician Wealth Advisors
Utah
$2.87M 56,858 +160 +0.3%
PWS
113
Precision Wealth Strategies
Missouri
$2.81M 55,639 +55,639 New
SCP
114
Seizert Capital Partners
Michigan
$2.79M 55,155 -1,400 -2%
BW
115
Bison Wealth
Georgia
$2.69M 53,313 -17,653 -25%
CWM
116
Connecticut Wealth Management
Connecticut
$2.63M 51,997 -14,034 -21%
CM
117
Cornerstone Management
Georgia
$2.56M 50,703 +33,195 +190%
HWAM
118
Hennion & Walsh Asset Management
New Jersey
$2.53M 50,008 +50,008 New
EIA
119
Eldridge Investment Advisors
New Hampshire
$2.35M 46,592 -2,597 -5%
RPSA
120
Richard P. Slaughter Associates
Texas
$2.34M 46,228 -173,646 -79%
CI
121
CAZ Investments
Texas
$2.23M 44,151 -91,793 -68%
VFIC
122
Valley Forge Investment Consultants
Pennsylvania
$2.2M 43,607 -22,558 -34%
HI
123
Harbour Investments
Wisconsin
$2.18M 43,239 +43,239 New
CSPAM
124
Cary Street Partners Asset Management
Virginia
$2.11M 41,726 +12,262 +42%
CPIG
125
Chicago Partners Investment Group
Illinois
$2.08M 41,182 +41,182 New
3 4
5
6 7