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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

333 hedge funds and large institutions have $3.13B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
5.81%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.54%
New
36
Increased
124
Reduced
127
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
1
Sun Life Financial
Ontario, Canada
$225M
2
RJA
2
Raymond James & Associates
Florida
$175M
3
SW
3
SVB Wealth
Massachusetts
$410M
4
PFM
4
Phillips Financial Management
Indiana
$48.4M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$26.3M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$17.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AP
3
Agilis Partners
Massachusetts
$859K
4
LPL Financial
4
LPL Financial
California
$37.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFIC
126
Valley Forge Investment Consultants
Pennsylvania
$2.49M +$286K +5,651 +13%
CWM
127
Connecticut Wealth Management
Connecticut
$2.45M -$179K -3,542 -7%
SWM
128
Sugarloaf Wealth Management
Georgia
$2.29M +$2.27M +44,960 +14,550%
EIA
129
Eldridge Investment Advisors
New Hampshire
$2.28M -$76.9K -1,523 -3%
HI
130
Harbour Investments
Wisconsin
$2.24M +$58.2K +1,152 +3%
ZF
131
Zhang Financial
Michigan
$2.16M +$908K +17,974 +72%
HFS
132
Horizon Financial Services
North Carolina
$2.15M -$3.95M -78,235 -65%
IIC
133
Ironwood Investment Counsel
Arizona
$2.05M +$91K +1,802 +5%
CIAS
134
CBIZ Investment Advisory Services
Ohio
$2.05M – – –
EF
135
Exeter Financial
Arizona
$2.04M +$2.04M +40,419 New
CSPAM
136
Cary Street Partners Asset Management
Virginia
$2.02M -$83.8K -1,659 -4%
FA
137
Fortis Advisors
Pennsylvania
$2.01M +$11.2K +222 +0.6%
Vontobel Holding
138
Vontobel Holding
Switzerland
$2M +$2M +39,588 New
Deutsche Bank
139
Deutsche Bank
Germany
$2M +$1.51M +29,916 +312%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$1.99M +$1.92M +37,899 +2,527%
MWM
141
Maltin Wealth Management
New Jersey
$1.98M +$305K +6,028 +18%
RPSA
142
Richard P. Slaughter Associates
Texas
$1.97M -$365K -7,228 -16%
GA
143
Gateway Advisory
New Jersey
$1.92M +$16.9K +335 +0.9%
EWA
144
Encompass Wealth Advisors
Oregon
$1.88M -$19.7K -390 -1%
SAG
145
Spotlight Asset Group
Illinois
$1.87M -$4.32M -85,507 -70%
SB
146
Strategic Blueprint
Georgia
$1.83M +$480K +9,505 +36%
BWM
147
Birchcreek Wealth Management
Ohio
$1.8M +$31.5K +623 +2%
AC
148
Applied Capital
Arkansas
$1.76M +$856K +16,948 +95%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$1.75M +$1.05M +20,834 +150%
BA
150
Bristlecone Advisors
Washington
$1.73M -$8.84K -175 -0.5%
4 5
6
7 8