ICSH icon

iShares Ultra Short Duration Bond Active ETF

334 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.87%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.47%
New
34
Increased
124
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NGA
201
Naples Global Advisors
Florida
$718K -$3.28K -65 -0.5%
SG
202
Stonnington Group
California
$686K -$781K -15,480 -53%
ASN
203
Advisory Services Network
Georgia
$660K -$5.54M -109,747 -89%
RRA
204
Round Rock Advisors
Connecticut
$658K
BCA
205
Biltmore Capital Advisors
New Jersey
$651K +$6.51K +129 +1%
BAAM
206
Baker Avenue Asset Management
California
$638K +$638K +12,652 New
NL
207
NWAM LLC
Washington
$637K -$204K -4,037 -24%
AWM
208
AE Wealth Management
Kansas
$624K -$362K -7,168 -37%
CAN
209
Cetera Advisor Networks
California
$615K +$96.1K +1,905 +19%
GSIS
210
Global Strategic Investment Solutions
Arizona
$606K +$606 +12 +0.1%
CPW
211
Catalyst Private Wealth
California
$606K +$101K +2,000 +20%
TWM
212
Tradition Wealth Management
Minnesota
$587K -$48.6K -963 -8%
US Bancorp
213
US Bancorp
Minnesota
$585K
IA
214
IFP Advisors
Florida
$570K -$20.3K -400 -3%
SFS
215
Searcy Financial Services
Kansas
$551K +$45.2K +894 +9%
CHP
216
Cable Hill Partners
Oregon
$548K +$555 +11 +0.1%
SWM
217
Spire Wealth Management
Virginia
$546K -$49.1K -973 -8%
LG
218
LaFleur & Godfrey
Michigan
$527K -$162K -3,200 -23%
ECM
219
Exchange Capital Management
Michigan
$514K -$91.7K -1,817 -15%
MHIC
220
Marble Harbor Investment Counsel
Massachusetts
$505K
ST
221
Spinnaker Trust
Maine
$503K -$231K -4,573 -31%
SSCA
222
South Shore Capital Advisors
Massachusetts
$503K -$6.67K -132 -1%
SP
223
SWS Partners
Ohio
$499K +$499K +9,890 New
RF
224
RHS Financial
California
$480K -$18.5K -367 -4%
CAM
225
Cresset Asset Management
Illinois
$461K -$244K -4,841 -35%