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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

188 hedge funds and large institutions have $1.35B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+24
Holders Change %
+14.63%
% of All Funds
4.15%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.51%
New
49
Increased
54
Reduced
62
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
2
Jane Street
Jane Street
New York
+$69.3M
3
RJA
Raymond James & Associates
Florida
+$66.7M
4
BWM
Baystate Wealth Management
Massachusetts
+$66.5M
5
HCM
Hengehold Capital Management
Ohio
+$34.4M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$243M
2
GA
Gateway Advisory
New Jersey
-$33M
3
BlackRock
BlackRock
New York
-$26.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.9M
5
VCM
Vivaldi Capital Management
Illinois
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
C1AG
151
Client 1st Advisory Group
Florida
$241K +$241K +4,823 New
SC
152
Schoolcraft Capital
Colorado
$229K +$229K +4,581 New
FWM
153
Foresight Wealth Management
Utah
$225K -$250 -5 -0.1%
LWS
154
Lucia Wealth Services
California
$220K – – –
CPIG
155
Chicago Partners Investment Group
Illinois
$217K +$217K +4,321 New
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$216K +$216K +4,325 New
SC
157
Scotia Capital
Ontario, Canada
$210K -$34.9K -700 -14%
WCG
158
Weaver Consulting Group
California
$208K -$74.4K -1,486 -26%
EWM
159
Elmwood Wealth Management
California
$200K – – –
AF
160
Allworth Financial
California
$176K +$176K +3,527 New
CAL
161
Capital Advisors Ltd
Ohio
$173K -$137K -2,739 -44%
LS
162
Leelyn Smith
Illinois
$150K +$150K +3,008 New
AIS
163
Accurate Investment Solutions
Pennsylvania
$139K +$49.4K +988 +55%
William Blair & Company
164
William Blair & Company
Illinois
$136K – – –
AF
165
Advisornet Financial
Minnesota
$115K +$115K +2,306 New
GRP
166
Global Retirement Partners
California
$108K – – –
BWA
167
Burt Wealth Advisors
Maryland
$75K +$75K +1,500 New
RBC
168
Roble Belko & Company
Pennsylvania
$60K -$40K -800 -40%
LFG
169
LifePlan Financial Group
Ohio
$53K – – –
PB
170
Pinnacle Bancorp
Nebraska
$47K – – –
Wells Fargo
171
Wells Fargo
California
$46K -$99.8K -2,014 -68%
KOCAA
172
Knights of Columbus Asset Advisors
Connecticut
$39K -$7K -140 -15%
AIC
173
Archer Investment Corporation
Indiana
$35K – – –
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$29K +$29K +584 New
JPLA
175
Joseph P. Lucia & Associates
New York
$25K – – –
5 6
7
8 9