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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

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
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$380M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$469M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$18.5M
4
PFM
4
Phillips Financial Management
Indiana
$19.3M
5
LPL Financial
5
LPL Financial
California
$50.8M

Top Sellers

1
PCFFS
1
Pacific Center for Financial Services
California
$3.1M
2
CCA
2
Clearwater Capital Advisors
Illinois
$0
3
HWA
3
Heritage Wealth Advisors
Virginia
$499K
4
Bank of America
4
Bank of America
North Carolina
$233M
5
BWL
5
Bogart Wealth LLC
Virginia
$8.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
201
Marcum Wealth
Ohio
$657K +$657K +13,000 New
KF
202
Krilogy Financial
Missouri
$639K +$151 +3 +0%
TWA
203
TCI Wealth Advisors
Arizona
$629K +$629K +12,457 New
SFM
204
Signet Financial Management
New Jersey
$625K -$110K -2,173 -15%
GSIS
205
Global Strategic Investment Solutions
Arizona
$605K +$605K +11,973 New
SEP
206
Southland Equity Partners
Missouri
$603K +$80.9K +1,602 +16%
PG
207
Proffitt & Goodson
Tennessee
$568K -$17.2K -341 -3%
EH
208
Equitable Holdings
New York
$560K -$528K -10,450 -49%
BL
209
Balentine LLC
Georgia
$560K -$69.9K -1,384 -11%
SFS
210
Searcy Financial Services
Kansas
$544K -$13.8M -272,352 -96%
CHP
211
Cable Hill Partners
Oregon
$541K +$505 +10 +0.1%
SSCA
212
South Shore Capital Advisors
Massachusetts
$535K -$173K -3,417 -24%
BCA
213
Biltmore Capital Advisors
New Jersey
$534K +$199K +3,933 +59%
RWI
214
Red Wave Investments
Pennsylvania
$509K -$278K -5,498 -35%
GAM
215
Gould Asset Management
California
$507K -$264K -5,232 -34%
HWA
216
Heritage Wealth Advisors
Virginia
$499K -$29.6M -585,167 -98%
Deutsche Bank
217
Deutsche Bank
Germany
$484K -$659K -13,057 -58%
RCAG
218
Rehmann Capital Advisory Group
Michigan
$483K +$33.6K +665 +7%
BPA
219
Beacon Pointe Advisors
California
$480K -$343K -6,795 -42%
DAS
220
Dynamic Advisor Solutions
Arizona
$455K +$63.9K +1,263 +16%
CMP
221
Courage Miller Partners
Virginia
$450K – – –
CFC
222
Coyle Financial Counsel
Illinois
$442K -$148K -2,930 -25%
IGGA
223
Iron Gate Global Advisors
Utah
$442K +$442K +8,765 New
RCM
224
Requisite Capital Management
Texas
$404K +$404K +8,000 New
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$401K +$401K +7,937 New
7 8
9
10 11