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

Top Sellers

1
Jane Street
Jane Street
New York
$2.24M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$26.4M
3
HighTower Advisors
HighTower Advisors
Illinois
$9.23M
4
RCS
Retirement Capital Strategies
California
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWG
126
Summit Wealth Group
Vermont
$787K +$301K +5,944 +62%
SWM
127
SeaCrest Wealth Management
New York
$785K +$785K +15,534 New
NA
128
NewEdge Advisors
Louisiana
$761K -$360K -7,120 -32%
CWA
129
Capital Wealth Alliance
Arizona
$758K +$758K +15,008 New
Citigroup
130
Citigroup
New York
$738K +$439K +8,685 +147%
KFGK
131
Keystone Financial Group (Kentucky)
Kentucky
$731K +$731K +14,466 New
EWA
132
EP Wealth Advisors
California
$708K -$4.44M -88,940 Closed
AP
133
Americana Partners
Texas
$684K +$684K +13,530 New
DBT
134
Dubuque Bank & Trust
Iowa
$679K +$98.6K +1,949 +17%
FM
135
Family Management
New York
$651K +$651K +12,866 New
IA
136
IFG Advisory
Georgia
$647K +$647K +12,800 New
PWM
137
Perigon Wealth Management
California
$646K +$646K +12,770 New
BA
138
Bristlecone Advisors
Washington
$613K +$613K +12,115 New
GG
139
Gofen & Glossberg
Illinois
$602K -$25.3K -500 -4%
OMC
140
Old Mission Capital
Illinois
$593K +$296K +5,858 +100%
CAC
141
Certified Advisory Corp
Florida
$579K +$301K +5,962 +109%
NL
142
NWAM LLC
Washington
$564K +$564K +11,146 New
CCM
143
Canal Capital Management
Virginia
$557K +$557K +11,013 New
TP
144
Tranquility Partners
Tennessee
$550K +$550K +10,870 New
CA
145
Cetera Advisors
Colorado
$548K +$269K +5,322 +96%
CHP
146
Cable Hill Partners
Oregon
$539K +$2.43K +48 +0.5%
CSPIA
147
Cary Street Partners Investment Advisory
Virginia
$520K +$199K +3,927 +62%
WP
148
WealthShield Partners
North Carolina
$506K +$506K +10,000 New
PO
149
Private Ocean
California
$505K +$505K +10,000 New
TPWA
150
TRUE Private Wealth Advisors
Oregon
$503K +$503K +9,954 New
4 5
6
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