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iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $4.68B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 3045 (+15)

17% more capital invested

Capital invested by funds: $4.01B → $4.68B (+$676M)

12% more funds holding

Funds holding: 369414 (+45)

11.47% more ownership

Funds ownership: 68.23%79.7% (+11%)

5% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 139

Holders
414
Holders Change
+45
Holders Change %
+12.2%
% of All Funds
6.97%
Holding in Top 10
45
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+50%
% of All Funds
0.76%
New
82
Increased
132
Reduced
139
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
226
Park Avenue Securities
New York
$1.06M +$1.07M +21,270 New
HCA
227
Harbour Capital Advisors
Virginia
$1.06M -$190K -3,784 -15%
RWI
228
Red Wave Investments
Pennsylvania
$1.06M +$8.01K +160 +0.8%
MWM
229
Mattern Wealth Management
Kansas
$1.01M
CCWA
230
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$997K -$294K -5,867 -23%
TCM
231
Tradewinds Capital Management
Washington
$996K +$1.9K +38 +0.2%
HT
232
Heritage Trust
Oklahoma
$993K
PS
233
Portfolio Solutions
Michigan
$966K +$371K +7,402 +62%
AAS
234
Avantax Advisory Services
Texas
$953K +$954K +19,047 New
RCAG
235
Rehmann Capital Advisory Group
Michigan
$940K +$476K +9,511 +103%
WMG
236
WESCAP Management Group
California
$930K -$74.8K -1,494 -7%
VA
237
Valmark Advisers
Ohio
$929K +$179K +3,576 +24%
CAL
238
Capital Advisors Ltd
Ohio
$929K +$202K +4,036 +28%
SG
239
Stonnington Group
California
$906K +$534K +10,670 +143%
MA
240
Mutual Advisors
Nebraska
$894K -$198K -3,945 -18%
AF
241
Advisornet Financial
Minnesota
$886K +$104K +2,084 +13%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$884K +$451 +9 +0.1%
C
243
Certuity
Florida
$883K -$2.18M -43,478 -71%
CSWG
244
Cardinal Strategic Wealth Guidance
Kentucky
$882K -$1.57M -31,411 -64%
WAM
245
WNY Asset Management
New York
$881K +$881K +17,598 New
PA
246
PFG Advisors
Arizona
$860K -$66.7K -1,331 -7%
SEP
247
Southland Equity Partners
Missouri
$853K -$22.7K -453 -3%
MWM
248
Maltin Wealth Management
New Jersey
$851K -$117K -2,343 -12%
ATWA
249
Arbor Trust Wealth Advisors
Michigan
$812K +$813K +16,232 New
JIP
250
Jaffetilchin Investment Partners
Florida
$806K +$701 +14 +0.1%

ICSH Hedge Fund Activity: Q2 2022 in Review

414 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q2 2022, worth a combined $4.68B — up 17% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ICSH positions and 35 closed out — a net gain of 47 holders — while 132 added to existing stakes and 139 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Sun Life Financial, exiting entirely with an estimated $172M sold.

  • 414 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q2 2022, up from 369 in Q1 2022.
  • Funds reported $4.68B of iShares Ultra Short Duration Bond Active ETF stock for Q2 2022, up 17% quarter-over-quarter.
  • 82 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q2 2022 and 35 closed out, a net change of +47 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q2 2022 was Royal Bank of Canada, an estimated $189M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q2 2022 was Sun Life Financial, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2022.