ICSH icon

iShares Ultra Short Duration Bond Active ETF

24 hedge funds and large institutions have $69.6M invested in iShares Ultra Short Duration Bond Active ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$43.3M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.4M +$7.45M +148,684 +785%
Bank of America
3
Bank of America
North Carolina
$3.68M +$2.11M +42,160 +134%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.52M +$1.56M +31,209 +80%
EIA
5
Edgemoor Investment Advisors
Maryland
$2.5M +$1.61M +32,220 +182%
WLIM
6
White Lighthouse Investment Management
Massachusetts
$1.12M +$25.1K +500 +2%
AP
7
Appleton Partners
Massachusetts
$951K +$951K +18,975 New
LPL Financial
8
LPL Financial
California
$896K -$70.5K -1,408 -7%
PAG
9
Private Advisor Group
New Jersey
$809K +$809K +16,141 New
HCA
10
Harbour Capital Advisors
Virginia
$737K +$118K +2,363 +19%
UWPG
11
Ullmann Wealth Partners Group
Florida
$596K +$247K +4,939 +71%
William Blair & Company
12
William Blair & Company
Illinois
$546K
CHP
13
Cable Hill Partners
Oregon
$506K -$501K -10,010 -50%
CFC
14
Coyle Financial Counsel
Illinois
$461K +$461K +9,197 New
WT
15
Whittier Trust
California
$310K +$10K +200 +3%
CCM
16
Crabel Capital Management
California
$269K +$269K +5,367 New
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243K +$30.3K +605 +14%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$226K +$226K +4,515 New
PA
19
Parallel Advisors
California
$209K +$88.5K +1,761 +73%
EWM
20
Elmwood Wealth Management
California
$200K +$200K +4,000 New
AG
21
Advisor Group
Arizona
$105K +$105K +2,103 New
CFG
22
CKW Financial Group
Hawaii
$14K
APA
23
American Portfolios Advisors
New York
$1.85K
Jane Street
24
Jane Street
New York
-$1.86M -37,154 Closed
SC
25
Scotia Capital
Ontario, Canada
-$385K -7,698 Closed