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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

330 hedge funds and large institutions have $2.75B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 25 closing their positions.

Holders
330
Holders Change
+27
Holders Change %
+8.91%
% of All Funds
5.81%
Holding in Top 10
29
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.68%
% of All Funds
0.51%
New
54
Increased
113
Reduced
127
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$380M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$469M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$18.5M
4
PFM
4
Phillips Financial Management
Indiana
$19.3M
5
LPL Financial
5
LPL Financial
California
$50.8M

Top Sellers

1
PCFFS
1
Pacific Center for Financial Services
California
$3.1M
2
CCA
2
Clearwater Capital Advisors
Illinois
$0
3
HWA
3
Heritage Wealth Advisors
Virginia
$499K
4
Bank of America
4
Bank of America
North Carolina
$233M
5
BWL
5
Bogart Wealth LLC
Virginia
$8.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$469M 9,280,366 +735,033 +9%
SW
2
SVB Wealth
Massachusetts
$380M 7,521,288 +1,888,100 +34%
Bank of America
3
Bank of America
North Carolina
$233M 4,612,693 -550,983 -11%
RJA
4
Raymond James & Associates
Florida
$141M 2,797,814 +205,416 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$102M 2,025,619 +240,028 +13%
UBS Group
6
UBS Group
Switzerland
$97.4M 1,928,357 +237,887 +14%
BlackRock
7
BlackRock
New York
$90.8M 1,797,963 -384,912 -18%
SAM
8
SP Asset Management
California
$67.1M 1,327,652 -119,319 -8%
LPL Financial
9
LPL Financial
California
$50.8M 1,005,501 +265,708 +36%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$41.8M 827,538 +265,192 +47%
MMA
11
Miracle Mile Advisors
California
$38.3M 759,027 +115,384 +18%
WAG
12
Winthrop Advisory Group
Massachusetts
$34.6M 685,051 +25,697 +4%
BWM
13
Baystate Wealth Management
Massachusetts
$33.6M 664,234 -158,483 -19%
AA
14
Acorns Advisers
California
$31.4M 621,681 +16,550 +3%
MCM
15
MV Capital Management
Maryland
$28.7M 567,376 -257,879 -31%
SHGA
16
Sand Hill Global Advisors
California
$27.5M 544,334 -20,339 -4%
NEPWA
17
New England Private Wealth Advisors
Massachusetts
$21.1M 418,350 +14,814 +4%
HTC
18
Haverford Trust Company
Pennsylvania
$20.9M 414,546 +100,817 +32%
TC
19
TownSquare Capital
Utah
$19.9M 393,503 +217,344 +123%
PFM
20
Phillips Financial Management
Indiana
$19.3M 382,291 +287,918 +305%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$18.5M 366,925 +366,925 New
AP
22
Agilis Partners
Massachusetts
$16.8M 331,946 -37,620 -10%
PWAC
23
Private Wealth Advisors (California)
California
$16M 316,125 -449,567 -59%
OSNBOA
24
Old Second National Bank of Aurora
Illinois
$15.3M 303,694 +30,023 +11%
SSWM
25
Smith Salley Wealth Management
North Carolina
$14.5M 286,452 +13,684 +5%
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