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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

374 hedge funds and large institutions have $3.38B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+40
Holders Change %
+11.98%
% of All Funds
5.78%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
78
Increased
121
Reduced
137
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$249M
2
SLF
Sun Life Financial
Ontario, Canada
$172M
3
GA
Gateway Advisory
New Jersey
$47.6M
4
Stifel Financial
Stifel Financial
Missouri
$48.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$678M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$203K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$73.9M
3
Bank of America
Bank of America
North Carolina
$279M
4
SAM
SP Asset Management
California
$45.7M
5
CCA
Clearwater Capital Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
151
Bogart Wealth LLC
Virginia
$2.02M -$10.7M -212,223 -84%
CFC
152
Client First Capital
California
$2.02M +$2.02M +40,000 New
KAS
153
Kestra Advisory Services
Texas
$2.01M -$5.57M -110,473 -73%
AC
154
Applied Capital
Arkansas
$2M +$163K +3,241 +9%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$1.99M +$16.3K +324 +0.8%
CFA
156
Capstone Financial Advisors
Illinois
$1.93M -$891K -17,679 -32%
TC
157
TAGStone Capital
North Carolina
$1.88M +$1.88M +37,386 New
SL
158
Systelligence LLC
Minnesota
$1.81M -$60.9K -1,208 -3%
NA
159
NewEdge Advisors
Louisiana
$1.78M +$449K +8,911 +34%
OPOWM
160
One Plus One Wealth Management
Florida
$1.78M +$1.37M +27,164 +335%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$1.77M +$248K +4,915 +16%
AWM
162
Altus Wealth Management
Kentucky
$1.76M +$205K +4,072 +13%
KNFPWM
163
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.75M +$1.75M +34,767 New
BWM
164
Birchcreek Wealth Management
Ohio
$1.74M -$70.7K -1,402 -4%
MWM
165
Maltin Wealth Management
New Jersey
$1.73M -$45.8K -909 -3%
YIA
166
YHB Investment Advisors
Connecticut
$1.69M +$1.69M +33,620 New
MCA
167
Maryland Capital Advisors
Maryland
$1.68M +$1.68M +33,388 New
BWM
168
BCGM Wealth Management
Indiana
$1.65M +$168K +3,329 +11%
SCP
169
Syntal Capital Partners
Texas
$1.63M +$57.8K +1,148 +4%
GF
170
Gries Financial
Ohio
$1.62M +$84.2K +1,672 +5%
CPP
171
Capasso Planning Partners
South Carolina
$1.58M +$1.58M +31,304 New
CWC
172
Carolinas Wealth Consulting
North Carolina
$1.54M +$201K +3,996 +15%
BA
173
Bristlecone Advisors
Washington
$1.53M -$260K -5,153 -14%
PWM
174
Perigon Wealth Management
California
$1.53M +$633K +12,551 +71%
BOH
175
Bank of Hawaii
Hawaii
$1.49M +$1.49M +29,643 New
5 6
7
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