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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

188 hedge funds and large institutions have $1.35B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+24
Holders Change %
+14.63%
% of All Funds
4.15%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.51%
New
49
Increased
54
Reduced
62
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
2
Jane Street
Jane Street
New York
+$69.3M
3
RJA
Raymond James & Associates
Florida
+$66.7M
4
BWM
Baystate Wealth Management
Massachusetts
+$66.5M
5
HCM
Hengehold Capital Management
Ohio
+$34.4M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$243M
2
GA
Gateway Advisory
New Jersey
-$33M
3
BlackRock
BlackRock
New York
-$26.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.9M
5
VCM
Vivaldi Capital Management
Illinois
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$22K – – –
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$20K +$5.22K +106 +35%
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K – – –
CFG
179
CKW Financial Group
Hawaii
$14K – – –
TF
180
TimeScale Financial
Massachusetts
$7K – – –
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$6K +$6K +113 New
SIM
182
Sonora Investment Management
Arizona
$5K – – –
TL
183
TrueWealth LLC
Georgia
$5K +$5K +100 New
AWA
184
Arkadios Wealth Advisors
Georgia
$5K -$38.7K -775 -89%
APA
185
American Portfolios Advisors
New York
$3.95K +$3.95K +79 New
FRA
186
Front Row Advisors
California
$3K – – –
BlackRock
187
BlackRock
New York
$1K -$26.5M -318,517 -100%
GI
188
Gradient Investments
Minnesota
$1K +$1K +26 New
VCM
189
Vivaldi Capital Management
Illinois
– -$19.3M -383,913 Closed
IAA
190
Independent Advisor Alliance
North Carolina
– -$10.6M -210,221 Closed
IA
191
IFG Advisory
Georgia
– -$2.96M -58,720 Closed
SHIM
192
Stone House Investment Management
Pennsylvania
– -$2.65M -52,593 Closed
JSA
193
Jacobson & Schmitt Advisors
Wisconsin
– -$1.49M -29,532 Closed
RWRC
194
R.W. Roge & Company
New York
– -$1.23M -24,396 Closed
Baird Financial Group
195
Baird Financial Group
Wisconsin
– -$1.08M -21,485 Closed
PWM
196
Perigon Wealth Management
California
– -$964K -19,142 Closed
HWA
197
Heritage Wealth Advisors
Virginia
– -$940K -18,670 Closed
BCA
198
Bay Colony Advisors
Massachusetts
– -$616K -12,217 Closed
TP
199
Tranquility Partners
Tennessee
– -$502K -9,980 Closed
CFC
200
Coyle Financial Counsel
Illinois
– -$457K -9,080 Closed
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