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iShares Ultra Short Duration Bond Active ETF

369 hedge funds and large institutions have $4.01B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 129 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.38B → $4.01B (+$630M)

11.24% more ownership

Funds ownership: 56.99%68.23% (+11%)

7% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 129

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

1% less funds holding

Funds holding: 374369 (-5)

Holders
369
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
5.82%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
51
Increased
138
Reduced
129
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Advisors Ltd
Ohio
$728K +$516K +10,273 +242%
RPSA
227
Richard P. Slaughter Associates
Texas
$724K -$202K -4,016 -22%
NL
228
NWAM LLC
Washington
$716K +$11.4K +227 +2%
KFGK
229
Keystone Financial Group (Kentucky)
Kentucky
$710K +$67.9K +1,350 +11%
SWM
230
Spire Wealth Management
Virginia
$688K +$151K +3,003 +28%
SCA
231
Stokes Capital Advisors
South Carolina
$685K +$686K +13,650 New
TPWA
232
TRUE Private Wealth Advisors
Oregon
$677K -$144K -2,860 -17%
AP
233
Appleton Partners
Massachusetts
$676K +$678K +13,483 New
IIC
234
Ironwood Investment Counsel
Arizona
$649K -$764K -15,197 -54%
SRC
235
Sage Rhino Capital
California
$633K
AP
236
Americana Partners
Texas
$631K +$87.6K +1,742 +16%
FCIM
237
Fairview Capital Investment Management
California
$614K
CPW
238
Catalyst Private Wealth
California
$602K
BCA
239
Bay Colony Advisors
Massachusetts
$599K +$26K +518 +5%
PS
240
Portfolio Solutions
Michigan
$597K +$599K +11,911 New
PCFFS
241
Pacific Center for Financial Services
California
$590K -$262K -5,208 -31%
FSA
242
Financial Sense Advisors
California
$590K +$592K +11,774 New
T
243
TCWP
Ohio
$588K -$52.4K -1,042 -8%
SFS
244
Searcy Financial Services
Kansas
$585K +$18.1K +360 +3%
SPIA
245
Steward Partners Investment Advisory
New York
$573K +$149K +2,971 +35%
WANY
246
Wealthspire Advisors (New York)
New York
$571K -$333K -6,620 -37%
WA
247
Wealth Architects
California
$551K +$9.2K +183 +2%
MTWM
248
Masso Torrence Wealth Management
New Jersey
$540K +$541K +10,768 New
ACM
249
Advisors Capital Management
New Jersey
$529K -$272K -5,411 -34%
OPS
250
Orion Portfolio Solutions
Nebraska
$527K +$129K +2,560 +32%

ICSH Hedge Fund Activity: Q1 2022 in Review

369 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q1 2022, worth a combined $4.01B — up 19% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ICSH positions and 48 closed out — a net gain of 3 holders — while 138 added to existing stakes and 129 trimmed.

The largest buyer was SVB Wealth, adding an estimated $391M. The largest seller was Raymond James & Associates, cutting an estimated $172M.

  • 369 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q1 2022, down from 374 in Q4 2021.
  • Funds reported $4.01B of iShares Ultra Short Duration Bond Active ETF stock for Q1 2022, up 19% quarter-over-quarter.
  • 51 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q1 2022 and 48 closed out, a net change of +3 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q1 2022 was SVB Wealth, an estimated $391M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q1 2022 was Raymond James & Associates, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2022.