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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
IA
251
IFG Advisory
Georgia
$526K +$80.7K +1,600 +18%
QPWM
252
Quadrant Private Wealth Management
Pennsylvania
$519K +$282K +5,595 +119%
LG
253
LaFleur & Godfrey
Michigan
$513K -$12.6K -250 -2%
MHIC
254
Marble Harbor Investment Counsel
Massachusetts
$504K
CFC
255
Coyle Financial Counsel
Illinois
$500K +$55.9K +1,108 +13%
BCI
256
Brinker Capital Investments
Pennsylvania
$499K +$499K +9,902 New
IA
257
IFP Advisors
Florida
$485K -$80.7K -1,600 -14%
CMS
258
Capital Market Strategies
Florida
$459K +$460K +9,113 New
IWN
259
Independent Wealth Network
Iowa
$456K +$454 +9 +0.1%
ECM
260
Exchange Capital Management
Michigan
$452K -$61.2K -1,213 -12%
TSS
261
Two Sigma Securities
New York
$449K +$449K +8,901 New
CMP
262
Courage Miller Partners
Virginia
$448K
T
263
TNF
Montana
$441K +$908 +18 +0.2%
WCP
264
Wick Capital Partners
Pennsylvania
$440K +$441K +8,736 New
AWM
265
Alterna Wealth Management
Texas
$437K +$437K +8,667 New
SIC
266
Sterling Investment Counsel
New York
$435K +$435K +8,627 New
SSCA
267
South Shore Capital Advisors
Massachusetts
$432K -$69.6K -1,381 -14%
GSIS
268
Global Strategic Investment Solutions
Arizona
$426K -$179K -3,553 -30%
SPIA
269
Steward Partners Investment Advisory
New York
$426K +$425K +8,435 +44,395%
RCAG
270
Rehmann Capital Advisory Group
Michigan
$421K -$9.58K -190 -2%
CPIA
271
Cornell Pochily Investment Advisors
New York
$415K +$145K +2,866 +53%
KCM
272
Karp Capital Management
California
$408K
OPS
273
Orion Portfolio Solutions
Nebraska
$401K -$2.12K -42 -0.5%
SAM
274
Summit Asset Management
Tennessee
$396K +$7.56K +150 +2%
TWM
275
Tradition Wealth Management
Minnesota
$395K -$191K -3,789 -33%

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.