ICSH icon

iShares Ultra Short Duration Bond Active ETF

334 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.87%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.47%
New
34
Increased
124
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
Altus Wealth Management
Kentucky
$1.56M -$146K -2,888 -9%
GF
152
Gries Financial
Ohio
$1.54M +$1.54M +30,485 New
Baird Financial Group
153
Baird Financial Group
Wisconsin
$1.52M +$878K +17,383 +136%
BWM
154
BCGM Wealth Management
Indiana
$1.49M +$96K +1,902 +7%
CCM
155
Crabel Capital Management
California
$1.48M -$2.62M -51,857 -64%
SFP
156
Shepherd Financial Partners
Massachusetts
$1.48M +$159K +3,139 +12%
HFA
157
HC Financial Advisors
California
$1.46M +$13K +257 +0.9%
PGAM
158
Princeton Global Asset Management
New Jersey
$1.45M +$1.22M +24,203 +549%
CAM
159
Crestone Asset Management
Colorado
$1.43M +$1.43M +28,227 New
OWA
160
Octavia Wealth Advisors
Ohio
$1.42M -$7.65M -151,453 -84%
TFGT
161
TS Financial Group (TSFG)
Illinois
$1.41M -$291K -5,763 -17%
RPSA
162
Richard P. Slaughter Associates
Texas
$1.39M -$575K -11,393 -29%
HCP
163
Hexagon Capital Partners
Arkansas
$1.36M +$101K +2,000 +8%
5L
164
55I LLC
Massachusetts
$1.35M +$2.83K +56 +0.2%
CWC
165
Carolinas Wealth Consulting
North Carolina
$1.34M +$361K +7,138 +37%
EWA
166
Encompass Wealth Advisors
Oregon
$1.34M -$538K -10,660 -29%
NA
167
NewEdge Advisors
Louisiana
$1.34M -$159K -3,152 -11%
VAS
168
Valicenti Advisory Services
New York
$1.3M +$427K +8,444 +49%
SWM
169
SeaCrest Wealth Management
New York
$1.28M +$94K +1,862 +8%
UCFA
170
United Capital Financial Advisors
Texas
$1.28M -$78.9K -1,563 -6%
PCMC
171
Paragon Capital Management (Colorado)
Colorado
$1.22M -$3.38M -66,950 -74%
RWP
172
Ridgecrest Wealth Partners
California
$1.21M -$141K -2,800 -10%
PCFFS
173
Pacific Center for Financial Services
California
$1.17M -$559K -11,061 -32%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$1.15M -$2.64M -52,211 -70%
AAS
175
Avantax Advisory Services
Texas
$1.12M +$1.12M +22,177 New