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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 %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$385K -$145K -2,906 -27%
SCA
127
Snowden Capital Advisors
New York
$367K -$20K -400 -5%
SSWM
128
Sheets Smith Wealth Management
North Carolina
$364K +$4.15K +83 +1%
PFT
129
Providence First Trust
Arizona
$356K +$356K +7,124 New
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$317K +$317K +6,359 New
KWM
131
Kingsview Wealth Management
Oregon
$315K +$315K +6,300 New
BWA
132
BDO Wealth Advisors
Florida
$314K – – –
SFM
133
Signet Financial Management
New Jersey
$311K +$311K +6,175 New
SB
134
Strategic Blueprint
Georgia
$304K +$304K +6,077 New
CAN
135
Claraphi Advisory Network
United States
$302K +$302K +6,054 New
IWM
136
IHT Wealth Management
Illinois
$301K -$21.8K -438 -7%
CFIA
137
Cantor Fitzgerald Investment Advisors
New York
$300K +$300K +6,000 New
WT
138
Whittier Trust
California
$299K – – –
BAAM
139
Baker Avenue Asset Management
California
$296K – – –
Citigroup
140
Citigroup
New York
$296K +$153K +3,068 +108%
OMC
141
Old Mission Capital
Illinois
$293K +$293K +5,875 New
RSWM
142
Robertson Stephens Wealth Management
California
$286K +$286K +5,720 New
HWM
143
Howard Wealth Management
Connecticut
$284K +$284K +5,697 New
TC
144
Telemus Capital
Michigan
$277K – – –
CA
145
Cetera Advisors
Colorado
$276K +$26.3K +526 +11%
CAC
146
Certified Advisory Corp
Florida
$274K +$36.1K +724 +15%
RCAG
147
Rehmann Capital Advisory Group
Michigan
$263K +$263K +5,272 New
UBS Group
148
UBS Group
Switzerland
$259K -$153K -3,062 -37%
MA
149
Mutual Advisors
Nebraska
$253K +$253K +5,074 New
CPIA
150
Cornell Pochily Investment Advisors
New York
$247K +$9.97K +200 +4%
4 5
6
7 8