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iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $4.68B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 3045 (+15)

17% more capital invested

Capital invested by funds: $4.01B → $4.68B (+$676M)

12% more funds holding

Funds holding: 369414 (+45)

11.47% more ownership

Funds ownership: 68.23%79.7% (+11%)

5% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 139

Holders
414
Holders Change
+45
Holders Change %
+12.2%
% of All Funds
6.97%
Holding in Top 10
45
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+50%
% of All Funds
0.76%
New
82
Increased
132
Reduced
139
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
276
Cable Hill Partners
Oregon
$545K +$546K +10,897 New
CFC
277
Coyle Financial Counsel
Illinois
$535K +$38K +758 +8%
MHS
278
M Holdings Securities
Oregon
$529K +$530K +10,581 New
BCI
279
Brinker Capital Investments
Pennsylvania
$525K +$14.5K +289 +3%
OPOWM
280
One Plus One Wealth Management
Florida
$523K -$3.01M -60,016 -85%
SFS
281
Searcy Financial Services
Kansas
$523K -$60.1K -1,200 -10%
ACM
282
Advisors Capital Management
New Jersey
$516K -$11.1K -222 -2%
MHIC
283
Marble Harbor Investment Counsel
Massachusetts
$500K
SFG
284
Sunburst Financial Group
Alabama
$496K +$496K +9,910 New
KCM
285
Kathmere Capital Management
Pennsylvania
$476K +$476K +9,508 New
SWM
286
Spire Wealth Management
Virginia
$475K -$211K -4,216 -31%
GAM
287
Gould Asset Management
California
$466K +$501 +10 +0.1%
NL
288
NWAM LLC
Washington
$463K -$251K -5,020 -35%
LG
289
LaFleur & Godfrey
Michigan
$460K -$50.1K -1,000 -10%
CMP
290
Courage Miller Partners
Virginia
$445K
ACP
291
Aveo Capital Partners
Colorado
$445K +$445K +8,892 New
OAM
292
Oak Asset Management
California
$445K +$446K +8,900 New
PHIC
293
Pine Haven Investment Counsel
Massachusetts
$444K -$50.1K -1,000 -10%
GW
294
GW & Wade
Massachusetts
$443K +$443K +8,854 New
IIA
295
Integral Investment Advisors
California
$434K -$34.2K -683 -7%
AWM
296
Alterna Wealth Management
Texas
$434K
SFP
297
Sandbox Financial Partners
Maryland
$432K +$432K +8,633 New
BEI
298
Benjamin Edwards Inc
Missouri
$428K +$429K +8,562 New
GCAC
299
Guardian Capital Advisors (Canada)
Ontario, Canada
$425K +$45.1K +900 +12%
GSIS
300
Global Strategic Investment Solutions
Arizona
$424K +$801 +16 +0.2%

ICSH Hedge Fund Activity: Q2 2022 in Review

414 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q2 2022, worth a combined $4.68B — up 17% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ICSH positions and 35 closed out — a net gain of 47 holders — while 132 added to existing stakes and 139 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Sun Life Financial, exiting entirely with an estimated $172M sold.

  • 414 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q2 2022, up from 369 in Q1 2022.
  • Funds reported $4.68B of iShares Ultra Short Duration Bond Active ETF stock for Q2 2022, up 17% quarter-over-quarter.
  • 82 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q2 2022 and 35 closed out, a net change of +47 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q2 2022 was Royal Bank of Canada, an estimated $189M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q2 2022 was Sun Life Financial, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2022.