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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

271 hedge funds and large institutions have $2.4B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+35
Holders Change %
+14.83%
% of All Funds
5.48%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.61%
New
61
Increased
110
Reduced
71
Closed
23
Calls
–
Puts
$448K
Net Calls
-$448K
Net Calls Change
-$448K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$81.3M
2
BlackRock
BlackRock
New York
$60M
3
SAM
SP Asset Management
California
$57.5M
4
MMA
Miracle Mile Advisors
California
$40.2M
5
Bank of America
Bank of America
North Carolina
$255M

Top Sellers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.45M
2
HCM
Hengehold Capital Management
Ohio
$12.2M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
RWA
Redhawk Wealth Advisors
Minnesota
$1.02M
5
SI
Stephens Inc
Arkansas
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
151
Signet Financial Management
New Jersey
$977K +$160K +3,160 +20%
PMA
152
Prudent Man Advisors
Illinois
$963K +$963K +19,035 New
Baird Financial Group
153
Baird Financial Group
Wisconsin
$945K +$154K +3,042 +19%
GCA
154
Greenwood Capital Associates
South Carolina
$917K +$480K +9,493 +110%
KOMWMG
155
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$908K +$908K +17,964 New
BPA
156
Beacon Pointe Advisors
California
$824K +$480K +9,500 +140%
PG
157
Proffitt & Goodson
Tennessee
$814K +$814K +16,088 New
CF
158
Centaurus Financial
California
$801K -$638K -12,614 -44%
ACS
159
Archford Capital Strategies
Illinois
$772K -$55.2K -1,092 -7%
KWM
160
Kingsview Wealth Management
Oregon
$766K +$766K +15,140 New
DBT
161
Dubuque Bank & Trust
Iowa
$745K +$65.8K +1,301 +10%
ZIM
162
Zacks Investment Management
Illinois
$745K +$745K +14,730 New
CAN
163
Cetera Advisor Networks
California
$731K +$492K +9,720 +205%
CWA
164
Capital Wealth Alliance
Arizona
$726K -$32.7K -646 -4%
WC
165
Whitney & Co
New York
$719K -$3.73M -73,834 -84%
PWM
166
Perigon Wealth Management
California
$694K +$47.8K +944 +7%
SB
167
Strategic Blueprint
Georgia
$685K +$272K +5,373 +66%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$685K +$399K +7,895 +140%
HFA
169
HC Financial Advisors
California
$683K +$683K +13,515 New
FM
170
Family Management
New York
$651K – – –
AP
171
Americana Partners
Texas
$611K -$72.4K -1,433 -11%
VCM
172
Vivaldi Capital Management
Illinois
$607K +$607K +12,022 New
CCT
173
Country Club Trust
Missouri
$589K +$589K +11,656 New
WIC
174
Whitegate Investment Counselors
New Hampshire
$582K +$582K +11,510 New
PSUF
175
People's United Financial
Connecticut
$568K +$568K +11,233 New
5 6
7
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