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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

333 hedge funds and large institutions have $3.13B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 127 reducing their positions, and 29 closing their positions.

Holders
333
Holders Change
+3
Holders Change %
+0.91%
% of All Funds
5.81%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.54%
New
36
Increased
124
Reduced
127
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLF
1
Sun Life Financial
Ontario, Canada
$225M
2
RJA
2
Raymond James & Associates
Florida
$175M
3
SW
3
SVB Wealth
Massachusetts
$410M
4
PFM
4
Phillips Financial Management
Indiana
$48.4M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$26.3M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$17.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AP
3
Agilis Partners
Massachusetts
$859K
4
LPL Financial
4
LPL Financial
California
$37.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$90.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$474M 9,378,874 +98,508 +1%
SW
2
SVB Wealth
Massachusetts
$410M 8,112,630 +591,342 +8%
Bank of America
3
Bank of America
North Carolina
$252M 4,995,782 +383,089 +8%
SLF
4
Sun Life Financial
Ontario, Canada
$225M 4,452,000 +4,452,000 New
RJA
5
Raymond James & Associates
Florida
$175M 3,454,899 +657,085 +23%
UBS Group
6
UBS Group
Switzerland
$114M 2,248,899 +320,542 +17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$90.4M 1,790,217 -235,402 -12%
BlackRock
8
BlackRock
New York
$90.4M 1,788,505 -9,458 -0.5%
SAM
9
SP Asset Management
California
$75.7M 1,498,032 +170,380 +13%
PFM
10
Phillips Financial Management
Indiana
$48.4M 957,963 +575,672 +151%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$43.6M 863,288 +35,750 +4%
LPL Financial
12
LPL Financial
California
$37.5M 742,480 -263,021 -26%
WAG
13
Winthrop Advisory Group
Massachusetts
$35.4M 701,383 +16,332 +2%
AA
14
Acorns Advisers
California
$32.2M 637,706 +16,025 +3%
BWM
15
Baystate Wealth Management
Massachusetts
$32M 633,628 -30,606 -5%
MCM
16
MV Capital Management
Maryland
$27M 535,101 -32,275 -6%
BFPW
17
BOK Financial Private Wealth
Colorado
$26.3M 521,378 +521,378 New
HTC
18
Haverford Trust Company
Pennsylvania
$23.3M 461,259 +46,713 +11%
SHGA
19
Sand Hill Global Advisors
California
$23.2M 458,382 -85,952 -16%
DWM
20
Doyle Wealth Management
Florida
$19.7M 390,755 +301,412 +337%
TC
21
TownSquare Capital
Utah
$18.8M 371,540 -21,963 -6%
DCM
22
Donaldson Capital Management
Indiana
$17.4M 344,801 +102,895 +43%
MMA
23
Miracle Mile Advisors
California
$17.2M 340,920 -418,107 -55%
Stifel Financial
24
Stifel Financial
Missouri
$17.2M 339,890 +70,013 +26%
SRC
25
Shufro Rose & Co
New York
$16.5M 326,800 +297,945 +1,033%
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