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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

236 hedge funds and large institutions have $1.96B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+48
Holders Change %
+25.53%
% of All Funds
4.85%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.6%
New
68
Increased
94
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$218M
2
Bank of America
2
Bank of America
North Carolina
$227M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$407M
4
HWA
4
Heritage Wealth Advisors
Virginia
$35.4M
5
TC
5
TownSquare Capital
Utah
$29.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.24M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$26.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$9.23M
4
RCS
4
Retirement Capital Strategies
California
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
151
Benchmark Wealth Management
Connecticut
$501K +$501K +9,900 New
SAM
152
Summit Asset Management
Tennessee
$495K +$70.7K +1,400 +17%
IIC
153
Ironwood Investment Counsel
Arizona
$482K +$16.2K +321 +3%
TLP
154
Trinity Legacy Partners
Texas
$478K -$346K -6,848 -42%
MA
155
Mutual Advisors
Nebraska
$473K +$217K +4,285 +84%
RCAG
156
Rehmann Capital Advisory Group
Michigan
$466K +$200K +3,946 +75%
CWS
157
Cypress Wealth Services
California
$448K +$202 +4 +0%
SL
158
Systelligence LLC
Minnesota
$443K -$1.01M -19,944 -69%
IA
159
IFP Advisors
Florida
$441K +$13.1K +258 +3%
GCA
160
Greenwood Capital Associates
South Carolina
$437K +$437K +8,646 New
WLIM
161
White Lighthouse Investment Management
Massachusetts
$430K -$39.8K -786 -8%
SB
162
Strategic Blueprint
Georgia
$413K +$106K +2,100 +35%
SWA
163
Stratos Wealth Advisors
Ohio
$410K +$410K +8,107 New
ONST
164
Old North State Trust
North Carolina
$407K -$70.9K -1,401 -15%
CWA
165
Clarity Wealth Advisors
California
$402K +$402K +7,965 New
W
166
WealthStone
Ohio
$400K +$400K +7,910 New
EPA
167
Element Pointe Advisors
Florida
$391K – – –
SRC
168
Sage Rhino Capital
California
$390K +$390K +7,709 New
CAN
169
Claraphi Advisory Network
United States
$384K +$78.3K +1,550 +26%
SCA
170
Snowden Capital Advisors
New York
$371K – – –
SSWM
171
Sheets Smith Wealth Management
North Carolina
$364K -$4.5K -89 -1%
PFT
172
Providence First Trust
Arizona
$362K +$1.62K +32 +0.4%
AFS
173
Access Financial Services
Minnesota
$354K +$354K +7,000 New
BPA
174
Beacon Pointe Advisors
California
$344K -$796K -15,731 -70%
SSWM
175
Smith Salley Wealth Management
North Carolina
$341K +$341K +6,746 New
5 6
7
8 9