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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

164 hedge funds and large institutions have $1.19B invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+40
Holders Change %
+32.26%
% of All Funds
3.24%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.43%
New
57
Increased
54
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$96.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.9M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$25.5M
5
ACA
Aptus Capital Advisors
Alabama
+$14.6M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$115M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$34.4M
3
OIM
Opus Investment Management
Massachusetts
-$25.2M
4
BlackRock
BlackRock
New York
-$12.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
151
Bogart Wealth LLC
Virginia
$28K – – –
JPLA
152
Joseph P. Lucia & Associates
New York
$25K – – –
ASN
153
Advisory Services Network
Georgia
$25K +$25K +502 New
PA
154
PSI Advisors
Florida
$23K +$23K +473 New
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$22K -$8.24K -163 -27%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$15K +$15K +300 New
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.3K +$14.3K +285 New
CFG
158
CKW Financial Group
Hawaii
$14K – – –
CIAS
159
Capital Investment Advisory Services
North Carolina
$13K +$13K +255 New
TF
160
TimeScale Financial
Massachusetts
$8K – – –
EWP
161
Engrave Wealth Partners
Texas
$8K +$8K +167 New
SIM
162
Sonora Investment Management
Arizona
$5K +$5K +100 New
FRA
163
Front Row Advisors
California
$3K – – –
TCWM
164
Total Clarity Wealth Management
Illinois
$3K +$3K +50 New
OIM
165
Opus Investment Management
Massachusetts
– -$25.2M -500,000 Closed
RWA
166
Redhawk Wealth Advisors
Minnesota
– -$5.83M -115,671 Closed
SMFS
167
Squar Milner Financial Services
California
– -$5.82M -115,003 Closed
MCP
168
Mirador Capital Partners
California
– -$4.23M -83,922 Closed
HSBC Holdings
169
HSBC Holdings
United Kingdom
– -$4.11M -81,500 Closed
TC
170
TownSquare Capital
Utah
– -$2.76M -54,772 Closed
Jane Street
171
Jane Street
New York
– -$2.71M -53,693 Closed
SWA
172
Stratos Wealth Advisors
Ohio
– -$2.7M -53,644 Closed
OMC
173
Old Mission Capital
Illinois
– -$538K -10,680 Closed
CPIG
174
Chicago Partners Investment Group
Illinois
– -$410K -8,142 Closed
HB
175
Homrich & Berg
Georgia
– -$250K -4,964 Closed
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