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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

236 hedge funds and large institutions have $1.96B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+48
Holders Change %
+25.53%
% of All Funds
4.85%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.6%
New
68
Increased
94
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$218M
2
Bank of America
2
Bank of America
North Carolina
$227M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$407M
4
HWA
4
Heritage Wealth Advisors
Virginia
$35.4M
5
TC
5
TownSquare Capital
Utah
$29.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.24M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$26.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$9.23M
4
RCS
4
Retirement Capital Strategies
California
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$323K +$323K +6,386 New
SG
177
StoneX Group
New York
$320K -$132K -2,618 -29%
BWA
178
BDO Wealth Advisors
Florida
$315K -$2.53K -50 -0.8%
CFIA
179
Cantor Fitzgerald Investment Advisors
New York
$303K – – –
WT
180
Whittier Trust
California
$303K – – –
Franklin Resources
181
Franklin Resources
California
$300K +$300K +5,930 New
BAAM
182
Baker Avenue Asset Management
California
$291K -$9.01K -178 -3%
CIBC World Market
183
CIBC World Market
Ontario, Canada
$286K -$582K -11,494 -67%
FAAS
184
First Allied Advisory Services
California
$284K +$284K +5,625 New
IWM
185
IHT Wealth Management
Illinois
$280K -$25.1K -496 -8%
TC
186
Telemus Capital
Michigan
$277K – – –
FWM
187
Foresight Wealth Management
Utah
$273K +$45.2K +894 +20%
BAM
188
Belpointe Asset Management
Nevada
$268K +$268K +5,300 New
AP
189
Appleton Partners
Massachusetts
$268K +$268K +5,310 New
WCM
190
WealthBridge Capital Management
Ohio
$263K +$263K +5,200 New
CPIA
191
Cornell Pochily Investment Advisors
New York
$240K -$10.1K -200 -4%
CAN
192
Cetera Advisor Networks
California
$239K +$239K +4,730 New
KCM
193
Karp Capital Management
California
$237K +$237K +4,696 New
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$233K +$213K +4,214 +1,038%
LWS
195
Lucia Wealth Services
California
$222K – – –
EH
196
Equitable Holdings
New York
$219K +$219K +4,330 New
SFP
197
Shepherd Financial Partners
Massachusetts
$215K -$1.18M -23,428 -85%
CPIG
198
Chicago Partners Investment Group
Illinois
$215K -$2.98K -59 -1%
5L
199
55I LLC
Massachusetts
$214K -$390K -7,700 -65%
AWM
200
AE Wealth Management
Kansas
$211K -$217K -4,289 -51%
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