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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

271 hedge funds and large institutions have $2.4B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+35
Holders Change %
+14.83%
% of All Funds
5.48%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.61%
New
61
Increased
110
Reduced
71
Closed
23
Calls
–
Puts
$448K
Net Calls
-$448K
Net Calls Change
-$448K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$81.3M
2
BlackRock
BlackRock
New York
$60M
3
SAM
SP Asset Management
California
$57.5M
4
MMA
Miracle Mile Advisors
California
$40.2M
5
Bank of America
Bank of America
North Carolina
$255M

Top Sellers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.45M
2
HCM
Hengehold Capital Management
Ohio
$12.2M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
RWA
Redhawk Wealth Advisors
Minnesota
$1.02M
5
SI
Stephens Inc
Arkansas
$4.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
176
Cable Hill Partners
Oregon
$540K +$1.21K +24 +0.2%
TP
177
Tranquility Partners
Tennessee
$516K -$33.4K -660 -6%
AFS
178
Access Financial Services
Minnesota
$507K +$153K +3,020 +43%
PEA
179
Pacific Edge Advisors
California
$506K -$506K -10,000 -50%
BWM
180
Benchmark Wealth Management
Connecticut
$501K – – –
EVC
181
Eidelman Virant Capital
Missouri
$501K +$501K +9,916 New
KF
182
Krilogy Financial
Missouri
$500K +$500K +9,885 New
SAM
183
Summit Asset Management
Tennessee
$496K – – –
CFC
184
Coyle Financial Counsel
Illinois
$491K +$491K +9,703 New
Franklin Resources
185
Franklin Resources
California
$489K +$189K +3,745 +63%
SWA
186
Stratos Wealth Advisors
Ohio
$474K +$63.7K +1,259 +16%
BAM
187
Belpointe Asset Management
Nevada
$472K +$204K +4,025 +76%
GG
188
Gofen & Glossberg
Illinois
$444K -$158K -3,130 -26%
EPA
189
Element Pointe Advisors
Florida
$391K – – –
SRC
190
Sage Rhino Capital
California
$390K – – –
CCM
191
Canal Capital Management
Virginia
$369K -$189K -3,725 -34%
CAN
192
Claraphi Advisory Network
United States
$369K -$15.8K -312 -4%
SPIA
193
Steward Partners Investment Advisory
New York
$365K -$2.66M -52,656 -88%
PA
194
Probity Advisors
Texas
$359K +$359K +7,097 New
DAS
195
Dynamic Advisor Solutions
Arizona
$342K +$342K +6,770 New
SCA
196
Snowden Capital Advisors
New York
$331K -$40.5K -800 -11%
WLIM
197
White Lighthouse Investment Management
Massachusetts
$329K -$101K -1,995 -23%
CPIG
198
Chicago Partners Investment Group
Illinois
$315K +$99.9K +1,979 +46%
LIA
199
LBMC Investment Advisors
Tennessee
$311K +$311K +6,144 New
Morgan Stanley
200
Morgan Stanley
New York
$310K -$2.21M -43,577 -88%
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