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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

271 hedge funds and large institutions have $2.4B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 71 reducing their positions, and 23 closing their positions.

Holders
271
Holders Change
+35
Holders Change %
+14.83%
% of All Funds
5.48%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.61%
New
61
Increased
110
Reduced
71
Closed
23
Calls
–
Puts
$448K
Net Calls
-$448K
Net Calls Change
-$448K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$81.3M
2
BlackRock
2
BlackRock
New York
$60M
3
SAM
3
SP Asset Management
California
$57.5M
4
MMA
4
Miracle Mile Advisors
California
$40.2M
5
Bank of America
5
Bank of America
North Carolina
$255M

Top Sellers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$3.45M
2
HCM
2
Hengehold Capital Management
Ohio
$12.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$1.02M
5
SI
5
Stephens Inc
Arkansas
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$402M 7,954,263 -86,676 -1%
Bank of America
2
Bank of America
North Carolina
$255M 5,032,634 +541,423 +12%
SW
3
SVB Wealth
Massachusetts
$238M 4,713,979 +407,778 +9%
UBS Group
4
UBS Group
Switzerland
$81.3M 1,607,086 +1,095,487 +214%
RJA
5
Raymond James & Associates
Florida
$73.6M 1,455,280 -85,127 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$62.9M 1,243,410 +419,914 +51%
BWM
7
Baystate Wealth Management
Massachusetts
$62.8M 1,242,463 -110,308 -8%
BlackRock
8
BlackRock
New York
$60M 1,187,073 +925,761 +354%
SAM
9
SP Asset Management
California
$57.5M 1,138,190 +860,109 +309%
PCFFS
10
Pacific Center for Financial Services
California
$45.6M 900,918 +59,965 +7%
MCM
11
MV Capital Management
Maryland
$42.6M 842,647 +208,519 +33%
BWL
12
Bogart Wealth LLC
Virginia
$42M 831,023 -11,465 -1%
TC
13
TownSquare Capital
Utah
$40.5M 801,451 +225,380 +39%
MMA
14
Miracle Mile Advisors
California
$40.2M 794,973 +794,973 New
HWA
15
Heritage Wealth Advisors
Virginia
$35.8M 707,376 +7,759 +1%
LPL Financial
16
LPL Financial
California
$35.2M 695,464 +410,488 +144%
WAG
17
Winthrop Advisory Group
Massachusetts
$33.4M 659,840 +29,026 +5%
AA
18
Acorns Advisers
California
$31.9M 630,026 +19,630 +3%
SHGA
19
Sand Hill Global Advisors
California
$27.7M 548,534 +50,837 +10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$26.6M 526,358 +224 +0%
Osaic Holdings
21
Osaic Holdings
Arizona
$24.2M 478,003 +72,346 +18%
NEPWA
22
New England Private Wealth Advisors
Massachusetts
$20.4M 404,152 +164,677 +69%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$19M 376,425 -41,140 -10%
AP
24
Agilis Partners
Massachusetts
$18.7M 369,566 +369,566 New
CA
25
Capital Advantage
California
$16.9M 333,836 -27,514 -8%
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