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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
FP
276
Financial Perspectives
Minnesota
$626K +$626K +12,509 New
GWM
277
GoalFusion Wealth Management
Texas
$612K +$212K +4,235 +53%
CFA
278
Capstone Financial Advisors
Illinois
$607K -$531K -10,604 -47%
CPW
279
Catalyst Private Wealth
California
$600K
DADC
280
D.A. Davidson & Co
Montana
$599K -$25K -500 -4%
PCFFS
281
Pacific Center for Financial Services
California
$599K +$14.5K +289 +2%
AP
282
Americana Partners
Texas
$590K -$17.9K -357 -3%
AP
283
Appleton Partners
Massachusetts
$574K -$100K -2,000 -15%
RBFC
284
Roman Butler Fullerton & Co
Missouri
$569K +$570K +11,400 New
OIA
285
OneDigital Investment Advisors
Kansas
$550K -$189K -3,780 -26%
OPS
286
Orion Portfolio Solutions
Nebraska
$547K +$1.95K +39 +0.4%
SFS
287
Searcy Financial Services
Kansas
$547K +$23.6K +472 +5%
AWM
288
Apollon Wealth Management
South Carolina
$546K +$546K +10,922 New
BCI
289
Brinker Capital Investments
Pennsylvania
$524K +$200 +4 +0%
CFC
290
Coyle Financial Counsel
Illinois
$522K -$12.9K -258 -2%
GF
291
Gries Financial
Ohio
$514K +$514K +10,270 New
Creative Planning
292
Creative Planning
Kansas
$509K +$196K +3,921 +63%
William Blair & Company
293
William Blair & Company
Illinois
$497K -$1.56M -31,184 -76%
TCMP
294
Thrive Capital Management (Pennsylvania)
Pennsylvania
$495K -$199K -3,977 -29%
WFA
295
Wipfli Financial Advisors
Wisconsin
$487K +$118K +2,349 +32%
RMAM
296
Raab & Moskowitz Asset Management
New Jersey
$479K +$164K +3,277 +52%
ACM
297
Advisors Capital Management
New Jersey
$473K -$42.7K -854 -8%
SPIA
298
Steward Partners Investment Advisory
New York
$469K -$228K -4,558 -33%
GAM
299
Gould Asset Management
California
$467K +$1.1K +22 +0.2%
MHS
300
M Holdings Securities
Oregon
$460K -$69.2K -1,383 -13%

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.