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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

236 hedge funds and large institutions have $1.96B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
236
Holders Change
+48
Holders Change %
+25.53%
% of All Funds
4.85%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.6%
New
68
Increased
94
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$218M
2
Bank of America
2
Bank of America
North Carolina
$227M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$407M
4
HWA
4
Heritage Wealth Advisors
Virginia
$35.4M
5
TC
5
TownSquare Capital
Utah
$29.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.24M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$26.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$9.23M
4
RCS
4
Retirement Capital Strategies
California
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$407M 8,040,939 +1,253,082 +18%
Bank of America
2
Bank of America
North Carolina
$227M 4,491,211 +2,593,746 +137%
SW
3
SVB Wealth
Massachusetts
$218M 4,306,201 +4,306,201 New
RJA
4
Raymond James & Associates
Florida
$77.9M 1,540,407 -118,027 -7%
BWM
5
Baystate Wealth Management
Massachusetts
$68.4M 1,352,771 +21,665 +2%
BWL
6
Bogart Wealth LLC
Virginia
$42.6M 842,488 +520,579 +162%
PCFFS
7
Pacific Center for Financial Services
California
$42.5M 840,953 +15,247 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$41.6M 823,496 +402,248 +95%
HWA
9
Heritage Wealth Advisors
Virginia
$35.4M 699,617 +699,617 New
MCM
10
MV Capital Management
Maryland
$32.1M 634,128 +25,787 +4%
WAG
11
Winthrop Advisory Group
Massachusetts
$31.9M 630,814 -52,655 -8%
AA
12
Acorns Advisers
California
$30.9M 610,396 +29,300 +5%
HCM
13
Hengehold Capital Management
Ohio
$29.7M 586,439 -102,161 -15%
TC
14
TownSquare Capital
Utah
$29.1M 576,071 +564,567 +4,908%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$26.6M 526,134 -184,011 -26%
RPGK
16
Retirement Planning Group (Kansas)
Kansas
$26.4M 523,080 -452,649 -46%
UBS Group
17
UBS Group
Switzerland
$25.9M 511,599 +506,399 +9,738%
SHGA
18
Sand Hill Global Advisors
California
$25.2M 497,697 +127,109 +34%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$21.1M 417,565 -73,820 -15%
Osaic Holdings
20
Osaic Holdings
Arizona
$20.5M 405,657 +124,315 +44%
CA
21
Capital Advantage
California
$18.3M 361,350 -39,809 -10%
SFS
22
Searcy Financial Services
Kansas
$18M 355,742 +10,648 +3%
LPL Financial
23
LPL Financial
California
$14.4M 284,976 +80,895 +40%
SAM
24
SP Asset Management
California
$14.1M 278,081 +278,081 New
EIA
25
Edgemoor Investment Advisors
Maryland
$13.4M 264,937 +44,748 +20%
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