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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.

New
Increased
Maintained
Reduced
Closed
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
SVB Wealth
Massachusetts
$380M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$469M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$18.5M
4
PFM
Phillips Financial Management
Indiana
$19.3M
5
LPL Financial
LPL Financial
California
$50.8M

Top Sellers

1
PCFFS
Pacific Center for Financial Services
California
$3.1M
2
CCA
Clearwater Capital Advisors
Illinois
$0
3
HWA
Heritage Wealth Advisors
Virginia
$499K
4
Bank of America
Bank of America
North Carolina
$233M
5
BWL
Bogart Wealth LLC
Virginia
$8.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
126
ProVise Management Group
Florida
$2.06M +$1.09M +21,541 +112%
GC
127
Gratus Capital
Georgia
$2.02M +$2.02M +40,000 New
FA
128
Fortis Advisors
Pennsylvania
$2M +$1.72K +34 +0.1%
AP
129
Advisor Partners
California
$1.99M -$591K -11,696 -23%
IIC
130
Ironwood Investment Counsel
Arizona
$1.96M -$369K -7,306 -16%
GA
131
Gateway Advisory
New Jersey
$1.9M +$84.4K +1,671 +5%
EWA
132
Encompass Wealth Advisors
Oregon
$1.9M +$37.4K +740 +2%
AF
133
Advisornet Financial
Minnesota
$1.86M -$231K -4,572 -11%
ACA
134
Aptus Capital Advisors
Alabama
$1.82M -$12.9M -255,352 -88%
SG
135
Stonnington Group
California
$1.77M +$1.77M +35,085 New
BWM
136
Birchcreek Wealth Management
Ohio
$1.77M -$107K -2,126 -6%
TFGT
137
TS Financial Group (TSFG)
Illinois
$1.76M -$471K -9,321 -21%
LIG
138
Lokken Investment Group
Delaware
$1.74M +$43.4K +860 +3%
BA
139
Bristlecone Advisors
Washington
$1.74M -$5.25K -104 -0.3%
AWM
140
Altus Wealth Management
Kentucky
$1.69M +$365K +7,218 +27%
Citigroup
141
Citigroup
New York
$1.69M +$120K +2,368 +8%
MWM
142
Maltin Wealth Management
New Jersey
$1.67M -$596K -11,793 -26%
CA
143
Corrado Advisors
New Jersey
$1.64M – – –
UCFA
144
United Capital Financial Advisors
Texas
$1.59M -$2.18M -43,168 -58%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$1.56M +$303K +5,994 +24%
GF
146
Gries Financial
Ohio
$1.54M +$1.54M +30,485 New
NA
147
NewEdge Advisors
Louisiana
$1.53M +$14.3K +283 +0.9%
CAM
148
Crestone Asset Management
Colorado
$1.5M +$1.26K +25 +0.1%
SCP
149
Syntal Capital Partners
Texas
$1.48M +$209K +4,134 +16%
SRC
150
Shufro Rose & Co
New York
$1.46M +$275K +5,440 +23%
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