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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

334 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.87%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.47%
New
34
Increased
124
Reduced
131
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$653M
2
Bank of America
2
Bank of America
North Carolina
$296M
3
RJA
3
Raymond James & Associates
Florida
$213M
4
RBC
4
Roble Belko & Company
Pennsylvania
$32.2M
5
UBS Group
5
UBS Group
Switzerland
$128M

Top Sellers

1
SLF
1
Sun Life Financial
Ontario, Canada
$24.9M
2
PFM
2
Phillips Financial Management
Indiana
$6.67M
3
SAM
3
SP Asset Management
California
$61.6M
4
SSWG
4
Seven Springs Wealth Group
Tennessee
$274K
5
SW
5
SVB Wealth
Massachusetts
$400M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
126
Stephens Inc
Arkansas
$2.33M -$3.94M -77,918 -63%
TCMP
127
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.33M -$489K -9,680 -17%
EIA
128
Eldridge Investment Advisors
New Hampshire
$2.23M -$50.5K -999 -2%
SWM
129
Sugarloaf Wealth Management
Georgia
$2.22M -$70.8K -1,401 -3%
KWM
130
Kingsview Wealth Management
Oregon
$2.19M +$487K +9,640 +29%
PWA
131
Physician Wealth Advisors
Utah
$2.11M -$517K -10,235 -20%
CIAS
132
CBIZ Investment Advisory Services
Ohio
$2.07M -$2.05M – –
FA
133
Fortis Advisors
Pennsylvania
$2.02M +$18.2K +360 +0.9%
GA
134
Gateway Advisory
New Jersey
$2.02M +$100K +1,982 +5%
ZF
135
Zhang Financial
Michigan
$2.01M -$149K -2,954 -7%
Vontobel Holding
136
Vontobel Holding
Switzerland
$2M – – –
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$1.97M +$254K +5,038 +15%
HI
138
Harbour Investments
Wisconsin
$1.91M -$328K -6,499 -15%
SL
139
Systelligence LLC
Minnesota
$1.88M +$1.88M +37,217 New
AC
140
Applied Capital
Arkansas
$1.85M +$88.3K +1,748 +5%
ACA
141
Aptus Capital Advisors
Alabama
$1.82M +$261K +5,164 +17%
BWM
142
Birchcreek Wealth Management
Ohio
$1.82M +$17.9K +355 +1%
BA
143
Bristlecone Advisors
Washington
$1.8M +$66K +1,306 +4%
MWM
144
Maltin Wealth Management
New Jersey
$1.78M -$201K -3,977 -10%
Citigroup
145
Citigroup
New York
$1.77M +$94.9K +1,878 +6%
VFIC
146
Valley Forge Investment Consultants
Pennsylvania
$1.77M -$721K -14,280 -29%
FTUS
147
Flow Traders U.S.
New York
$1.75M +$1.75M +34,710 New
RWA
148
RGT Wealth Advisors
Texas
$1.65M -$6.11M -121,057 -79%
BPA
149
Beacon Pointe Advisors
California
$1.63M +$809K +16,023 +98%
SCP
150
Syntal Capital Partners
Texas
$1.57M +$69.8K +1,383 +5%
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6
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