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iShares Ultra Short Duration Bond Active ETF

374 hedge funds and large institutions have $3.38B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 32

12% more funds holding

Funds holding: 334374 (+40)

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

5% more capital invested

Capital invested by funds: $3.23B → $3.38B (+$147M)

0.66% more ownership

Funds ownership: 56.33%56.99% (+0.66%)

12% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 137

Holders
374
Holders Change
+40
Holders Change %
+11.98%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
78
Increased
121
Reduced
137
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Advisornet Financial
Minnesota
$736K -$347K -6,886 -32%
NL
227
NWAM LLC
Washington
$708K +$72.6K +1,440 +11%
RWI
228
Red Wave Investments
Pennsylvania
$678K +$225K +4,465 +50%
KFGK
229
Keystone Financial Group (Kentucky)
Kentucky
$645K -$117K -2,318 -15%
T
230
TCWP
Ohio
$643K +$644K +12,768 New
SRC
231
Sage Rhino Capital
California
$636K +$636K +12,619 New
VA
232
Valmark Advisers
Ohio
$629K +$375K +7,442 +147%
WP
233
WealthSource Partners
California
$625K -$240K -4,768 -28%
FCIM
234
Fairview Capital Investment Management
California
$617K +$618K +12,250 New
CPW
235
Catalyst Private Wealth
California
$605K
CA
236
Cetera Advisors
Colorado
$599K -$141K -2,798 -19%
Mariner
237
Mariner
Kansas
$594K +$594K +11,781 New
CAN
238
Claraphi Advisory Network
United States
$594K +$594K +11,786 New
BCA
239
Biltmore Capital Advisors
New Jersey
$593K -$57.1K -1,132 -9%
US Bancorp
240
US Bancorp
Minnesota
$583K
BCA
241
Bay Colony Advisors
Massachusetts
$576K -$144K -2,865 -20%
WWM
242
Windsor Wealth Management
Indiana
$571K +$571K +11,326 New
SFS
243
Searcy Financial Services
Kansas
$569K +$20K +396 +4%
RF
244
Resolute Financial
Massachusetts
$568K +$568K +11,272 New
CAN
245
Cetera Advisor Networks
California
$559K -$54.7K -1,084 -9%
AP
246
Americana Partners
Texas
$554K +$174K +3,451 +46%
APIM
247
Agate Pass Investment Management
Washington
$549K +$550K +10,898 New
CHP
248
Cable Hill Partners
Oregon
$548K +$656 +13 +0.1%
WA
249
Wealth Architects
California
$544K +$240K +4,752 +79%
SWM
250
Spire Wealth Management
Virginia
$539K -$5.55K -110 -1%

ICSH Hedge Fund Activity: Q4 2021 in Review

374 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q4 2021, worth a combined $3.38B — up 4.5% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ICSH positions and 32 closed out — a net gain of 46 holders — while 121 added to existing stakes and 137 trimmed.

The largest buyer was BlackRock, adding an estimated $153M. The largest seller was SVB Wealth, cutting an estimated $400M.

  • 374 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q4 2021, up from 334 in Q3 2021.
  • Funds reported $3.38B of iShares Ultra Short Duration Bond Active ETF stock for Q4 2021, up 4.5% quarter-over-quarter.
  • 78 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q4 2021 and 32 closed out, a net change of +46 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q4 2021 was BlackRock, an estimated $153M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q4 2021 was SVB Wealth, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2021.