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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
GCAC
276
Guardian Capital Advisors (Canada)
Ontario, Canada
$392K +$85.4K +1,694 +28%
SG
277
Stonnington Group
California
$390K -$295K -5,850 -43%
PSUF
278
People's United Financial
Connecticut
$388K
RRA
279
Round Rock Advisors
Connecticut
$385K -$271K -5,375 -41%
RF
280
RHS Financial
California
$383K -$96.1K -1,905 -20%
SCA
281
Sandy Cove Advisors
Massachusetts
$381K +$381K +7,554 New
IA
282
Insight Advisors
Pennsylvania
$373K -$2.52K -50 -0.7%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$363K -$20.8K -413 -5%
PA
284
Probity Advisors
Texas
$359K +$454 +9 +0.1%
RCM
285
Requisite Capital Management
Texas
$353K
CFO
286
Collective Family Office
Pennsylvania
$353K +$353K +7,000 New
LWAC
287
Laurel Wealth Advisors (California)
California
$352K +$352K +6,990 New
PCA
288
Personal Capital Advisors
California
$349K +$41.8K +828 +14%
CFA
289
Compass Financial Advisors
Indiana
$333K +$333K +6,600 New
WLIM
290
White Lighthouse Investment Management
Massachusetts
$328K
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$326K
TC
292
Telemus Capital
Michigan
$304K
AP
293
Advisor Partners
California
$300K -$488K -9,679 -62%
VVP
294
Venture Visionary Partners
Ohio
$299K
MWM
295
Modera Wealth Management
New Jersey
$296K +$296K +5,868 New
PHIC
296
Pine Haven Investment Counsel
Massachusetts
$296K +$296K +5,875 New
SWA
297
Strategies Wealth Advisors
Michigan
$280K +$280K +5,554 New
HWA
298
Heritage Wealth Advisors
Virginia
$277K -$160K -3,180 -37%
SSWG
299
Seven Springs Wealth Group
Tennessee
$273K
BAM
300
Belpointe Asset Management
Nevada
$265K -$19.5K -386 -7%

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.