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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

330 hedge funds and large institutions have $2.75B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+27
Holders Change %
+8.91%
% of All Funds
5.81%
Holding in Top 10
29
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.68%
% of All Funds
0.51%
New
54
Increased
113
Reduced
127
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
SVB Wealth
Massachusetts
$380M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$469M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$18.5M
4
PFM
Phillips Financial Management
Indiana
$19.3M
5
LPL Financial
LPL Financial
California
$50.8M

Top Sellers

1
PCFFS
Pacific Center for Financial Services
California
$3.1M
2
CCA
Clearwater Capital Advisors
Illinois
$0
3
HWA
Heritage Wealth Advisors
Virginia
$499K
4
Bank of America
Bank of America
North Carolina
$233M
5
BWL
Bogart Wealth LLC
Virginia
$8.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
Stratos Wealth Advisors
Ohio
$1.44M -$215K -4,248 -13%
ST
152
Spinnaker Trust
Maine
$1.44M -$718K -14,215 -33%
BCA
153
Bay Colony Advisors
Massachusetts
$1.39M -$460K -9,107 -25%
SB
154
Strategic Blueprint
Georgia
$1.35M +$562K +11,125 +71%
HCA
155
Harbour Capital Advisors
Virginia
$1.34M +$1.34M +26,610 New
BWM
156
BCGM Wealth Management
Indiana
$1.33M -$390K -7,719 -23%
LG
157
LaFleur & Godfrey
Michigan
$1.29M +$402K +7,950 +45%
KWM
158
Kingsview Wealth Management
Oregon
$1.28M +$535K +10,594 +72%
HCP
159
Hexagon Capital Partners
Arkansas
$1.28M -$39.9K -790 -3%
ZF
160
Zhang Financial
Michigan
$1.25M +$1.25M +24,814 New
GC
161
Guggenheim Capital
Illinois
$1.24M -$31.6K -625 -2%
AIP
162
Ahrens Investment Partners
Louisiana
$1.24M -$1.26M -25,000 -50%
AWM
163
AE Wealth Management
Kansas
$1.2M -$2.82M -55,832 -70%
SWM
164
SeaCrest Wealth Management
New York
$1.19M -$51K -1,010 -4%
Truist Financial
165
Truist Financial
North Carolina
$1.17M +$1.17M +23,090 New
HWM
166
Howard Wealth Management
Connecticut
$1.11M -$14.6K -289 -1%
TPWA
167
TRUE Private Wealth Advisors
Oregon
$1.11M -$1.37M -27,184 -55%
CAM
168
Cresset Asset Management
Illinois
$1.11M +$758 +15 +0.1%
HFA
169
HC Financial Advisors
California
$1.09M -$14.5K -288 -1%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$1.09M – – –
CCM
171
Condor Capital Management
New Jersey
$1.03M +$1.03M +20,283 New
PCMC
172
Paragon Capital Management (Colorado)
Colorado
$1.01M +$1.01M +20,000 New
MA
173
Mutual Advisors
Nebraska
$991K +$758 +15 +0.1%
BF
174
BOK Financial
Oklahoma
$970K +$970K +19,207 New
KFGK
175
Keystone Financial Group (Kentucky)
Kentucky
$958K +$1.82K +36 +0.2%
5 6
7
8 9