ICSH icon

iShares Ultra Short Duration Bond Active ETF

330 hedge funds and large institutions have $2.75B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+27
Holders Change %
+8.91%
% of All Funds
5.81%
Holding in Top 10
29
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.68%
% of All Funds
0.51%
New
54
Increased
113
Reduced
127
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAG
176
GM Advisory Group
New York
$951K +$951K +18,827 New
WP
177
WealthSource Partners
California
$926K +$108K +2,132 +13%
JWCA
178
J.W. Cole Advisors
Florida
$918K -$1.97K -39 -0.2%
NL
179
NWAM LLC
Washington
$915K -$423K -8,360 -32%
AC
180
Applied Capital
Arkansas
$901K +$901K +17,832 New
OCPWS
181
One Charles Private Wealth Services
Massachusetts
$898K +$402K +7,966 +81%
ACM
182
Advisors Capital Management
New Jersey
$848K -$327K -6,472 -28%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$843K -$6.91M -136,685 -89%
GPA
184
Guidance Point Advisors
Massachusetts
$842K -$236K -4,678 -22%
PWM
185
Perigon Wealth Management
California
$829K +$142K +2,810 +21%
Jane Street
186
Jane Street
New York
$804K -$190K -3,767 -19%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$804K -$113K -2,233 -12%
NGA
188
Naples Global Advisors
Florida
$777K +$144K +2,860 +23%
CF
189
Centaurus Financial
California
$769K +$18.7K +371 +2%
PMA
190
Prudent Man Advisors
Illinois
$759K -$202K -4,000 -21%
VAS
191
Valicenti Advisory Services
New York
$758K -$3.34M -66,101 -81%
MCC
192
Money Concepts Capital
Florida
$740K +$687K +13,603 +1,299%
IA
193
IFP Advisors
Florida
$724K -$592K -11,707 -45%
CAC
194
Certified Advisory Corp
Florida
$706K +$706K +13,969 New
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$700K +$676K +13,382 +2,788%
SWM
196
Spire Wealth Management
Virginia
$688K +$688K +13,627 New
ACS
197
Archford Capital Strategies
Illinois
$685K -$86.4K -1,710 -11%
ECM
198
Exchange Capital Management
Michigan
$681K -$2.3M -45,447 -77%
CA
199
Cetera Advisors
Colorado
$677K +$677K +13,391 New
RRA
200
Round Rock Advisors
Connecticut
$658K