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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

164 hedge funds and large institutions have $1.19B invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+40
Holders Change %
+32.26%
% of All Funds
3.24%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.43%
New
57
Increased
54
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$96.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.9M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$25.5M
5
ACA
Aptus Capital Advisors
Alabama
+$14.6M

Top Sellers

1
SHGA
Sand Hill Global Advisors
California
-$115M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$34.4M
3
OIM
Opus Investment Management
Massachusetts
-$25.2M
4
BlackRock
BlackRock
New York
-$12.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$221M +$84.8M +1,685,151 +62%
JFA
2
Johanson Financial Advisors
California
$98.6M +$96.7M +4,864,694 +5,025%
Bank of America
3
Bank of America
North Carolina
$98.1M +$6.97M +138,561 +8%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$50.5M +$2.4M +47,664 +5%
PCFFS
5
Pacific Center for Financial Services
California
$40.1M +$13.4M +266,557 +50%
CA
6
Capital Advantage
California
$37.1M +$162K +3,205 +0.4%
WAG
7
Winthrop Advisory Group
Massachusetts
$36.4M +$513K +10,198 +1%
GA
8
Gateway Advisory
New Jersey
$35.2M +$290K +5,770 +0.8%
Citadel Advisors
9
Citadel Advisors
Florida
$32.4M +$29.9M +593,609 +1,180%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$25.5M +$25.5M +506,183 +1,874,752%
AA
11
Acorns Advisers
California
$23.8M -$59.6K -1,181 -0.2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$20.5M -$34.4M -683,767 -63%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$20.1M +$1.79M +35,640 +10%
VCM
14
Vivaldi Capital Management
Illinois
$19.3M +$14.2M +282,593 +279%
SHGA
15
Sand Hill Global Advisors
California
$17.5M -$115M -2,284,439 -87%
MCM
16
MV Capital Management
Maryland
$17.1M +$255K +5,073 +2%
RJA
17
Raymond James & Associates
Florida
$16.3M +$7.15M +142,109 +79%
BlackRock
18
BlackRock
New York
$16M -$12.3M -243,669 -43%
SFS
19
Searcy Financial Services
Kansas
$15.4M -$43K -854 -0.3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$14.9M +$5.88M +116,920 +65%
ACA
21
Aptus Capital Advisors
Alabama
$14.6M +$14.6M +290,893 New
LPL Financial
22
LPL Financial
California
$13.8M +$3.01M +59,746 +28%
MWM
23
Maltin Wealth Management
New Jersey
$13.1M +$13.1M +260,991 New
IGGA
24
Iron Gate Global Advisors
Utah
$12.4M +$7.91M +157,259 +175%
TYCC
25
Texas Yale Capital Corp
Florida
$12.2M +$64.4K +1,280 +0.5%
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