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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

188 hedge funds and large institutions have $1.35B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+24
Holders Change %
+14.63%
% of All Funds
4.15%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.51%
New
49
Increased
54
Reduced
62
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
2
Jane Street
Jane Street
New York
+$69.3M
3
RJA
Raymond James & Associates
Florida
+$66.7M
4
BWM
Baystate Wealth Management
Massachusetts
+$66.5M
5
HCM
Hengehold Capital Management
Ohio
+$34.4M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$243M
2
GA
Gateway Advisory
New Jersey
-$33M
3
BlackRock
BlackRock
New York
-$26.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.9M
5
VCM
Vivaldi Capital Management
Illinois
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$339M +$119M +2,389,425 +54%
Bank of America
2
Bank of America
North Carolina
$94.8M -$2.6M -52,100 -3%
RJA
3
Raymond James & Associates
Florida
$82.8M +$66.7M +1,335,569 +414%
Jane Street
4
Jane Street
New York
$69.3M +$69.3M +1,387,362 New
BWM
5
Baystate Wealth Management
Massachusetts
$66.5M +$66.5M +1,331,106 New
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$48.7M -$1.34M -26,733 -3%
PCFFS
7
Pacific Center for Financial Services
California
$41.2M +$1.42M +28,497 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$35.5M +$15.1M +302,023 +74%
HCM
9
Hengehold Capital Management
Ohio
$34.4M +$34.4M +688,600 New
WAG
10
Winthrop Advisory Group
Massachusetts
$34.1M -$2M -40,101 -6%
MCM
11
MV Capital Management
Maryland
$30.4M +$13.4M +267,852 +79%
AA
12
Acorns Advisers
California
$29M +$5.42M +108,545 +23%
HighTower Advisors
13
HighTower Advisors
Illinois
$25M +$16.6M +332,019 +196%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$24.6M -$741K -14,825 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$21M +$1.12M +22,454 +6%
CA
16
Capital Advantage
California
$20.2M -$16.8M -334,736 -45%
SHGA
17
Sand Hill Global Advisors
California
$18.5M +$1.14M +22,869 +7%
SFS
18
Searcy Financial Services
Kansas
$17.2M +$1.94M +38,934 +13%
BWL
19
Bogart Wealth LLC
Virginia
$16.1M +$16.1M +321,358 +58,323%
Osaic Holdings
20
Osaic Holdings
Arizona
$14.1M +$14.1M +281,342 New
RCS
21
Retirement Capital Strategies
California
$12.6M +$1.82M +36,430 +17%
EIA
22
Edgemoor Investment Advisors
Maryland
$11M -$73.3K -1,467 -0.7%
LPL Financial
23
LPL Financial
California
$10.2M -$3.48M -69,617 -25%
SSWG
24
Seven Springs Wealth Group
Tennessee
$10.1M -$1.6M -32,040 -14%
TYCC
25
Texas Yale Capital Corp
Florida
$9.95M -$2.18M -43,647 -18%
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