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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 %
CWM
201
Cahaba Wealth Management
Georgia
$1.05M +$1.05M +20,820 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$1.04M +20,535 New
HT
203
Heritage Trust
Oklahoma
$1M +$1M +19,837 New
GAM
204
Gould Asset Management
California
$992K +$75.7K +1,502 +8%
RWA
205
RGT Wealth Advisors
Texas
$973K -$669K -13,268 -41%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$969K -$180K -3,571 -16%
BTWM
207
Baker Tilly Wealth Management
Wisconsin
$962K +$726K +14,394 +307%
JWCA
208
J.W. Cole Advisors
Florida
$949K +$949K +18,836 New
BWS
209
BCR Wealth Strategies
Alabama
$943K +$943K +18,724 New
RPSA
210
Richard P. Slaughter Associates
Texas
$930K -$461K -9,145 -33%
SF
211
Synovus Financial
Georgia
$927K +$927K +18,400 New
HWM
212
Howard Wealth Management
Connecticut
$917K -$124K -2,463 -12%
WANY
213
Wealthspire Advisors (New York)
New York
$907K -$22.2K -441 -2%
LIM
214
Leavell Investment Management
Alabama
$884K +$884K +17,535 New
SEP
215
Southland Equity Partners
Missouri
$877K -$92.7K -1,840 -10%
WI
216
Wintrust Investments
Illinois
$858K -$233K -4,618 -21%
AP
217
Agilis Partners
Massachusetts
$857K – – –
PCFFS
218
Pacific Center for Financial Services
California
$856K -$312K -6,183 -27%
TPWA
219
TRUE Private Wealth Advisors
Oregon
$826K -$99.5K -1,975 -11%
TWC
220
TD Waterhouse Canada
Ontario, Canada
$822K +$822K +15,237 New
BPA
221
Beacon Pointe Advisors
California
$808K -$820K -16,278 -50%
ACM
222
Advisors Capital Management
New Jersey
$804K -$170K -3,371 -17%
PG
223
Proffitt & Goodson
Tennessee
$782K -$6.91K -137 -0.9%
CA
224
Corrado Advisors
New Jersey
$773K -$68K -1,350 -8%
MA
225
Mutual Advisors
Nebraska
$747K -$65.5K -1,300 -8%
7 8
9
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