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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
DC
301
Davenport & Co
Virginia
$257K +$258K +5,130 New
PA
302
Pinnacle Associates
New York
$252K +$1.66K +33 +0.7%
PWMAG
303
Pinnacle Wealth Management Advisory Group
New Jersey
$252K +$1.66K +33 +0.7%
RFN
304
Redwood Financial Network
Ohio
$252K +$252K +5,021 New
CAM
305
Cresset Asset Management
Illinois
$251K
VCM
306
Virtue Capital Management
Tennessee
$250K +$251K +4,988 New
KIG
307
Kowal Investment Group
Wisconsin
$249K +$151 +3 +0.1%
PGA
308
Portland Global Advisors
Maine
$248K
MHR
309
Matthew Hamilton Rosenberg
$247K +$84.8K +1,687 +52%
FIM
310
Freedom Investment Management
Connecticut
$246K +$37.7K +750 +18%
SSCA
311
South Shore Capital Advisors
Massachusetts
$241K -$189K -3,764 -44%
BTWM
312
Baker Tilly Wealth Management
Wisconsin
$235K -$724K -14,394 -75%
IWM
313
IHT Wealth Management
Illinois
$232K -$3.07K -61 -1%
Wells Fargo
314
Wells Fargo
California
$231K -$13.7K -273 -6%
HWMA
315
Heritage Wealth Management (Arizona)
Arizona
$231K +$231K +4,605 New
SPAS
316
Spectrum Planning & Advisory Services
California
$229K -$18K -358 -7%
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$229K +$229K +4,559 New
FPAS
318
Focus Partners Advisor Solutions
Missouri
$224K -$1.09M -21,612 -83%
CWA
319
Clarity Wealth Advisors
California
$222K
NEPPG
320
New England Professional Planning Group
Rhode Island
$221K
AIP
321
Ahrens Investment Partners
Louisiana
$211K -$50.3K -1,000 -19%
RWA
322
Redhawk Wealth Advisors
Minnesota
$210K
TWM
323
Tradition Wealth Management
Minnesota
$206K -$187K -3,717 -47%
KFP
324
KMG Fiduciary Partners
Ohio
$205K +$101 +2 +0%
BBW
325
Blue Barn Wealth
Utah
$204K

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.