We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF

411 hedge funds and large institutions have $5.03B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 144 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $4.68B → $5.03B (+$346M)

6.25% more ownership

Funds ownership: 79.7%85.95% (+6.2%)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

0% more funds holding in top 10

Funds holding in top 10: 4545 (0)

1% less funds holding

Funds holding: 414411 (-3)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 170

Holders
411
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
7.08%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
46
Increased
144
Reduced
170
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Maltin Wealth Management
New Jersey
$853K +$2.55K +51 +0.3%
PA
252
PFG Advisors
Arizona
$824K -$35.5K -709 -4%
CCFM
253
Clear Creek Financial Management
Washington
$823K +$479K +9,578 +139%
JIP
254
Jaffetilchin Investment Partners
Florida
$809K +$3.25K +65 +0.4%
HCA
255
Harbour Capital Advisors
Virginia
$795K -$265K -5,293 -25%
ASN
256
Advisory Services Network
Georgia
$788K -$362K -7,242 -31%
ATWA
257
Arbor Trust Wealth Advisors
Michigan
$753K -$60K -1,200 -7%
WA
258
Wealth Architects
California
$745K -$3.7K -74 -0.5%
BWFA
259
Baltimore-Washington Financial Advisors
Maryland
$740K +$74.1K +1,480 New
TPWA
260
TRUE Private Wealth Advisors
Oregon
$734K +$2.45K +49 +0.3%
CBFP
261
Cedar Brook Financial Partners
Ohio
$713K +$37.2K +743 +6%
Truist Financial
262
Truist Financial
North Carolina
$709K +$98K +1,958 +16%
HF
263
HRT Financial
New York
$709K +$710K +14,186 New
HH
264
Hilltop Holdings
Texas
$706K +$706K +14,109 New
Wells Fargo
265
Wells Fargo
California
$688K +$465K +9,284 +208%
KFGK
266
Keystone Financial Group (Kentucky)
Kentucky
$687K -$20.3K -405 -3%
AC
267
Applied Capital
Arkansas
$685K -$1.06M -21,143 -61%
PMA
268
Prudent Man Advisors
Illinois
$679K +$679K +13,575 New
OMC
269
Old Mission Capital
Illinois
$677K -$1.51M -30,085 -69%
IGWM
270
ICA Group Wealth Management
Colorado
$675K
EIA
271
Eldridge Investment Advisors
New Hampshire
$667K -$50 -1 -0%
VFIC
272
Valley Forge Investment Consultants
Pennsylvania
$664K +$250 +5 +0%
BWP
273
Balboa Wealth Partners
Arizona
$650K +$650K +13,000 New
NL
274
NWAM LLC
Washington
$641K +$178K +3,563 +38%
JJBC
275
James J. Burns & Company
New York
$628K +$628K +12,552 New

ICSH Hedge Fund Activity: Q3 2022 in Review

411 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q3 2022, worth a combined $5.03B — up 7.4% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ICSH positions and 42 closed out — a net gain of 4 holders — while 144 added to existing stakes and 170 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $204M. The largest seller was Bank of America, cutting an estimated $117M.

  • 411 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q3 2022, down from 414 in Q2 2022.
  • Funds reported $5.03B of iShares Ultra Short Duration Bond Active ETF stock for Q3 2022, up 7.4% quarter-over-quarter.
  • 46 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q3 2022 and 42 closed out, a net change of +4 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q3 2022 was Royal Bank of Canada, an estimated $204M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q3 2022 was Bank of America, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2022.