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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
IA
251
IFG Advisory
Georgia
$524K
LG
252
LaFleur & Godfrey
Michigan
$511K
BCI
253
Brinker Capital Investments
Pennsylvania
$511K +$14.7K +292 +3%
ACWM
254
Adams Chetwood Wealth Management
North Carolina
$509K +$510K +10,142 New
MHIC
255
Marble Harbor Investment Counsel
Massachusetts
$502K
CFC
256
Coyle Financial Counsel
Illinois
$498K +$704 +14 +0.1%
PHIC
257
Pine Haven Investment Counsel
Massachusetts
$495K +$201K +4,000 +68%
IIA
258
Integral Investment Advisors
California
$469K +$249K +4,956 +113%
GF
259
Gries Financial
Ohio
$466K -$1.15M -22,867 -71%
GAM
260
Gould Asset Management
California
$466K -$523K -10,397 -53%
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
$449K -$516K -10,272 -53%
RCAG
262
Rehmann Capital Advisory Group
Michigan
$448K +$45.6K +908 +11%
CMP
263
Courage Miller Partners
Virginia
$446K
AWM
264
Alterna Wealth Management
Texas
$435K
CMS
265
Capital Market Strategies
Florida
$432K -$25.2K -501 -5%
GFPC
266
Global Financial Private Client
Florida
$431K +$432K +8,595 New
T
267
TNF
Montana
$425K -$13.9K -276 -3%
GSIS
268
Global Strategic Investment Solutions
Arizona
$424K +$251 +5 +0.1%
WP
269
WealthShield Partners
North Carolina
$423K +$424K +8,429 New
TIAM2
270
Tru Independence Asset Management 2
Oregon
$401K +$402K +7,996 New
GWM
271
GoalFusion Wealth Management
Texas
$401K +$402K +8,000 New
SAM
272
Summit Asset Management
Tennessee
$394K
MFG
273
Merit Financial Group
Georgia
$388K +$174K +3,454 +80%
PSUF
274
People's United Financial
Connecticut
$386K
RRA
275
Round Rock Advisors
Connecticut
$382K -$1.76K -35 -0.5%

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.