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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
AIP
301
Ahrens Investment Partners
Louisiana
$262K -$30.3K -600 -10%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$260K +$260K +5,150 New
CAM
303
Cresset Asset Management
Illinois
$252K -$209K -4,137 -45%
BRWA
304
B. Riley Wealth Advisors
Florida
$252K
PA
305
Pinnacle Associates
New York
$252K
PWMAG
306
Pinnacle Wealth Management Advisory Group
New Jersey
$252K
KIG
307
Kowal Investment Group
Wisconsin
$250K +$303 +6 +0.1%
HFS
308
Haverford Financial Services
Pennsylvania
$249K
PGA
309
Portland Global Advisors
Maine
$249K
SPAS
310
Spectrum Planning & Advisory Services
California
$248K +$23.9K +474 +11%
Wells Fargo
311
Wells Fargo
California
$246K -$169K -3,352 -41%
IWM
312
IHT Wealth Management
Illinois
$236K +$50 +1 +0%
Neuberger Berman Group
313
Neuberger Berman Group
New York
$234K +$234K +4,650 New
SWP
314
Stratos Wealth Partners
Ohio
$228K -$8.02K -159 -3%
MWM
315
MBE Wealth Management
Wisconsin
$227K -$7.41K -147 -3%
NEPPG
316
New England Professional Planning Group
Rhode Island
$223K -$37.3K -739 -14%
CWA
317
Clarity Wealth Advisors
California
$223K -$1.21K -24 -0.5%
IIA
318
Integral Investment Advisors
California
$222K +$222K +4,403 New
MFG
319
Merit Financial Group
Georgia
$216K +$216K +4,291 New
CAL
320
Capital Advisors Ltd
Ohio
$214K
RWA
321
Redhawk Wealth Advisors
Minnesota
$211K
FIM
322
Freedom Investment Management
Connecticut
$209K -$38K -754 -15%
Cetera Investment Advisers
323
Cetera Investment Advisers
Illinois
$208K -$38.6K -765 -16%
KFP
324
KMG Fiduciary Partners
Ohio
$206K -$74.9K -1,485 -27%
BBW
325
Blue Barn Wealth
Utah
$205K

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.