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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
GCAC
276
Guardian Capital Advisors (Canada)
Ontario, Canada
$381K -$9.3K -185 -2%
SG
277
Stonnington Group
California
$373K -$15.1K -300 -4%
WFA
278
Wipfli Financial Advisors
Wisconsin
$371K +$372K +7,393 New
PG
279
Proffitt & Goodson
Tennessee
$360K -$419K -8,338 -54%
PA
280
Probity Advisors
Texas
$358K +$201 +4 +0.1%
KCM
281
Karp Capital Management
California
$356K -$50.3K -1,000 -12%
LWAC
282
Laurel Wealth Advisors (California)
California
$350K +$201 +4 +0.1%
APIM
283
Agate Pass Investment Management
Washington
$340K -$207K -4,122 -38%
SOS
284
Silver Oak Securities
Tennessee
$332K +$333K +6,632 New
CFA
285
Compass Financial Advisors
Indiana
$331K
WLIM
286
White Lighthouse Investment Management
Massachusetts
$326K
PCA
287
Personal Capital Advisors
California
$306K -$41.6K -828 -12%
CPIA
288
Cornell Pochily Investment Advisors
New York
$303K -$110K -2,189 -27%
VVP
289
Venture Visionary Partners
Ohio
$303K +$5.53K +110 +2%
TC
290
Telemus Capital
Michigan
$302K
RMAM
291
Raab & Moskowitz Asset Management
New Jersey
$296K +$93K +1,851 +46%
MWM
292
Modera Wealth Management
New Jersey
$294K
BRWA
293
B. Riley Wealth Advisors
Florida
$291K +$40.2K +800 +16%
CA
294
Corrado Advisors
New Jersey
$281K -$490K -9,750 -64%
HWA
295
Heritage Wealth Advisors
Virginia
$276K
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$274K -$49.8K -990 -15%
IGWM
297
ICA Group Wealth Management
Colorado
$273K +$274K +5,450 New
BAM
298
Belpointe Asset Management
Nevada
$265K +$1.51K +30 +0.6%
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$258K
RF
300
RHS Financial
California
$257K -$124K -2,473 -33%

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.