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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 %
EWA
176
Encompass Wealth Advisors
Oregon
$1.43M +$85.7K +1,700 +6%
IIC
177
Ironwood Investment Counsel
Arizona
$1.42M +$616K +12,235 +77%
OWA
178
Octavia Wealth Advisors
Ohio
$1.42M -$1.26K -25 -0.1%
VFIC
179
Valley Forge Investment Consultants
Pennsylvania
$1.41M -$352K -6,992 -20%
Citigroup
180
Citigroup
New York
$1.4M -$365K -7,254 -21%
TCMP
181
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.37M -$954K -18,934 -41%
HI
182
Harbour Investments
Wisconsin
$1.36M -$550K -10,907 -29%
AWM
183
AE Wealth Management
Kansas
$1.36M +$732K +14,535 +118%
HCP
184
Hexagon Capital Partners
Arkansas
$1.35M -$11.3K -225 -0.8%
FPAS
185
Focus Partners Advisor Solutions
Missouri
$1.31M +$1.31M +26,078 New
5L
186
55I LLC
Massachusetts
$1.3M -$46.5K -923 -3%
BAAM
187
Baker Avenue Asset Management
California
$1.28M +$639K +12,672 +100%
RWP
188
Ridgecrest Wealth Partners
California
$1.28M +$65.5K +1,300 +5%
UCFA
189
United Capital Financial Advisors
Texas
$1.25M -$22.7K -450 -2%
MCC
190
Money Concepts Capital
Florida
$1.25M +$1.25M +24,811 New
HCA
191
Harbour Capital Advisors
Virginia
$1.25M +$133K +2,643 +12%
SWM
192
SeaCrest Wealth Management
New York
$1.23M -$49.1K -975 -4%
VAS
193
Valicenti Advisory Services
New York
$1.18M -$114K -2,264 -9%
NL
194
NVWM LLC
Pennsylvania
$1.18M +$1.13M +22,327 +2,062%
HFA
195
HC Financial Advisors
California
$1.18M -$284K -5,631 -19%
UL
196
Unionview LLC
Washington
$1.17M +$1.17M +23,272 New
TFGT
197
TS Financial Group (TSFG)
Illinois
$1.13M -$271K -5,378 -19%
CCWA
198
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.09M +$13.3K +264 +1%
ASN
199
Advisory Services Network
Georgia
$1.07M +$407K +8,078 +62%
PA
200
PFG Advisors
Arizona
$1.05M -$907 -18 -0.1%
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