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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 %
SC
126
Scotia Capital
Ontario, Canada
$247K -$38.2K -759 -13%
DBT
127
Dubuque Bank & Trust
Iowa
$246K +$246K +4,894 New
PIA
128
Perennial Investment Advisors
California
$244K +$244K +4,848 New
CAC
129
Certified Advisory Corp
Florida
$240K +$1.81K +36 +0.8%
CPIA
130
Cornell Pochily Investment Advisors
New York
$239K +$239K +4,753 New
DWM
131
Doyle Wealth Management
Florida
$237K +$237K +4,715 New
FWM
132
Foresight Wealth Management
Utah
$227K +$227K +4,507 New
MWP
133
MYCIO Wealth Partners
Pennsylvania
$221K – – –
LWS
134
Lucia Wealth Services
California
$221K +$221K +4,400 New
CRWM
135
Castle Rock Wealth Management
California
$219K – – –
HA
136
Harborview Advisors
Maine
$204K +$204K +4,052 New
EWM
137
Elmwood Wealth Management
California
$201K – – –
CWA
138
Capital Wealth Alliance
Arizona
$201K +$201K +3,975 New
Wells Fargo
139
Wells Fargo
California
$148K -$244K -4,853 -62%
Citigroup
140
Citigroup
New York
$144K – – –
William Blair & Company
141
William Blair & Company
Illinois
$137K +$61.3K +1,214 +81%
GRP
142
Global Retirement Partners
California
$109K -$50.8K -1,008 -32%
RIA
143
Realta Investment Advisors
Delaware
$109K – – –
RBC
144
Roble Belko & Company
Pennsylvania
$101K – – –
AIS
145
Accurate Investment Solutions
Pennsylvania
$90K +$90K +1,793 New
LFG
146
LifePlan Financial Group
Ohio
$54K – – –
PB
147
Pinnacle Bancorp
Nebraska
$47K – – –
KOCAA
148
Knights of Columbus Asset Advisors
Connecticut
$46K +$46K +920 New
AWA
149
Arkadios Wealth Advisors
Georgia
$44.1K +$44.1K +875 New
AIC
150
Archer Investment Corporation
Indiana
$35K +$35K +691 New
4 5
6
7 8