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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 %
CFIA
201
Cantor Fitzgerald Investment Advisors
New York
$303K – – –
WT
202
Whittier Trust
California
$303K – – –
LG
203
LaFleur & Godfrey
Michigan
$303K +$303K +6,000 New
W
204
WealthStone
Ohio
$300K -$100K -1,978 -25%
BAAM
205
Baker Avenue Asset Management
California
$290K – – –
AP
206
Appleton Partners
Massachusetts
$281K +$12.6K +250 +5%
IA
207
IFG Advisory
Georgia
$280K -$366K -7,250 -57%
TC
208
Telemus Capital
Michigan
$277K – – –
SG
209
StoneX Group
New York
$258K -$61.5K -1,218 -19%
WP
210
WealthSource Partners
California
$254K +$254K +5,028 New
AWM
211
Altus Wealth Management
Kentucky
$252K +$252K +4,989 New
5L
212
55I LLC
Massachusetts
$244K +$30.2K +597 +14%
CPA
213
Capital Planning Advisors
California
$241K +$241K +4,761 New
FAAS
214
First Allied Advisory Services
California
$238K -$46.7K -923 -16%
IWM
215
IHT Wealth Management
Illinois
$237K -$43.4K -857 -15%
BWA
216
BDO Wealth Advisors
Florida
$234K -$80.9K -1,600 -26%
CPIA
217
Cornell Pochily Investment Advisors
New York
$234K -$6.89K -136 -3%
LWS
218
Lucia Wealth Services
California
$223K – – –
NGA
219
Naples Global Advisors
Florida
$220K +$220K +4,350 New
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$219K +$219K +4,325 New
CRWM
221
Castle Rock Wealth Management
California
$216K -$1.2M -23,624 -85%
PCA
222
Personal Capital Advisors
California
$213K +$213K +4,212 New
ONST
223
Old North State Trust
North Carolina
$212K -$194K -3,845 -48%
BFEC
224
Benjamin F. Edwards & Company
Missouri
$212K +$212K +4,200 New
SFP
225
Shepherd Financial Partners
Massachusetts
$210K -$5.47K -108 -3%
7 8
9
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