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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
IA
301
IFG Advisory
Georgia
$422K -$100K -2,000 -19%
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$408K +$341K +6,802 +497%
GWM
303
GoalFusion Wealth Management
Texas
$400K
RWA
304
RGT Wealth Advisors
Texas
$395K -$904K -18,058 -70%
CWA
305
Clarity Wealth Advisors
California
$389K +$167K +3,333 +75%
PPW
306
Pinnacle Private Wealth
Massachusetts
$387K +$387K +7,730 New
BTWM
307
Baker Tilly Wealth Management
Wisconsin
$385K +$150K +2,994 +64%
BWP
308
BSW Wealth Partners
Colorado
$385K +$386K +7,701 New
RRA
309
Round Rock Advisors
Connecticut
$381K
T
310
TCWP
Ohio
$377K -$209K -4,178 -36%
PJSIMP
311
P.J. Schmidt Investment Management (PJS)
Wisconsin
$370K +$370K +7,384 New
WFA
312
Wipfli Financial Advisors
Wisconsin
$370K
TSS
313
Two Sigma Securities
New York
$365K +$365K +7,295 New
WP
314
WealthShield Partners
North Carolina
$353K -$68.8K -1,373 -16%
LWAC
315
Laurel Wealth Advisors (California)
California
$348K -$1.8K -36 -0.5%
CCFM
316
Clear Creek Financial Management
Washington
$344K +$345K +6,879 New
CFA
317
Compass Financial Advisors
Indiana
$330K
GWM
318
GDS Wealth Management
Texas
$330K +$331K +6,603 New
WLIM
319
White Lighthouse Investment Management
Massachusetts
$325K
FCIM
320
Fairview Capital Investment Management
California
$322K -$290K -5,800 -47%
BCA
321
Bay Colony Advisors
Massachusetts
$320K -$278K -5,560 -47%
RMAM
322
Raab & Moskowitz Asset Management
New Jersey
$315K +$20K +400 +7%
RF
323
RHS Financial
California
$315K +$58.3K +1,164 +23%
Creative Planning
324
Creative Planning
Kansas
$314K -$1.89M -37,796 -86%
PNC Financial Services Group
325
PNC Financial Services Group
Pennsylvania
$309K +$35.8K +715 +13%

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.