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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

374 hedge funds and large institutions have $3.38B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+40
Holders Change %
+11.98%
% of All Funds
5.78%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
78
Increased
121
Reduced
137
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$249M
2
SLF
Sun Life Financial
Ontario, Canada
$172M
3
GA
Gateway Advisory
New Jersey
$47.6M
4
Stifel Financial
Stifel Financial
Missouri
$48.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$678M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$203K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$73.9M
3
Bank of America
Bank of America
North Carolina
$279M
4
SAM
SP Asset Management
California
$45.7M
5
CCA
Clearwater Capital Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
126
Country Club Trust
Missouri
$2.77M -$214K -4,255 -7%
SG Americas Securities
127
SG Americas Securities
New York
$2.76M +$2.76M +54,750 New
SFS
128
Sowell Financial Services
Arkansas
$2.76M -$639K -12,676 -19%
EIA
129
Eldridge Investment Advisors
New Hampshire
$2.73M +$513K +10,189 +23%
SCP
130
Seizert Capital Partners
Michigan
$2.7M – – –
OCPWS
131
One Charles Private Wealth Services
Massachusetts
$2.67M -$255K -5,055 -9%
SFP
132
Shepherd Financial Partners
Massachusetts
$2.65M +$1.18M +23,368 +80%
CSPIA
133
Cary Street Partners Investment Advisory
Virginia
$2.64M -$80.2K -1,591 -3%
WF
134
Williams Financial
Vermont
$2.62M +$266K +5,268 +11%
SI
135
Stephens Inc
Arkansas
$2.62M +$288K +5,706 +12%
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$2.61M +$2.48M +49,240 +1,872%
GC
137
Grimes & Company
Massachusetts
$2.49M +$2.49M +49,500 New
GMA
138
Glassy Mountain Advisors
Maryland
$2.43M +$2.43M +48,219 New
DHFB
139
Dixon Hubard Feinour & Brown
Virginia
$2.41M +$2.41M +47,879 New
PWS
140
Precision Wealth Strategies
Missouri
$2.34M -$1.41M -28,000 -38%
CIAS
141
CBIZ Investment Advisory Services
Ohio
$2.27M +$2.27M +45,009 New
SWA
142
Stratos Wealth Advisors
Ohio
$2.26M -$1.08M -21,379 -32%
NCP
143
NexWave Capital Partners
New York
$2.22M -$504K -10,010 -19%
PWA
144
Physician Wealth Advisors
Utah
$2.14M +$33.8K +670 +2%
LHEI
145
Leo H. Evart Inc
California
$2.14M +$2.14M +42,471 New
BCM
146
Bienville Capital Management
New York
$2.13M -$999K -19,825 -32%
CSPAM
147
Cary Street Partners Asset Management
Virginia
$2.06M +$1.1M +21,842 +115%
ZF
148
Zhang Financial
Michigan
$2.06M +$51.9K +1,031 +3%
William Blair & Company
149
William Blair & Company
Illinois
$2.04M +$1.9M +37,633 +1,369%
FA
150
Fortis Advisors
Pennsylvania
$2.03M +$7.51K +149 +0.4%
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