iShares Ultra Short Duration Bond Active ETF
ICSH
411 hedge funds and large institutions have $4.55B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 178 reducing their positions, and 39 closing their positions.
5% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 39
0% more funds holding
Funds holding: 410 → 411 (+1)
0% more funds holding in top 10
Funds holding in top 10: 34 → 34 (0)
1% less capital invested
Capital invested by funds: $4.58B → $4.55B (-$28.4M)
0.77% less ownership
Funds ownership: 74.5% → 73.73% (-0.77%)
24% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 178
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Acute Investment Advisory
Mesa,
Arizona
|
+$42.2M |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$34.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$26.7M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$21.4M |
| 5 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$63.6M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$57.2M |
| 3 |
Cerity Partners
New York
|
-$30.3M |
| 4 |
BIA
Bell Investment Advisors
Oakland,
California
|
-$27.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.8M |
ICSH Hedge Fund Activity: Q3 2023 in Review
411 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q3 2023, worth a combined $4.55B — down 0.62% from $4.58B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new ICSH positions and 39 closed out — a net gain of 2 holders — while 135 added to existing stakes and 178 trimmed.
The largest buyer was Acute Investment Advisory, opening a new position worth an estimated $42.2M. The largest seller was Bank of America, cutting an estimated $63.6M.
- 411 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q3 2023, up from 410 in Q2 2023.
- Funds reported $4.55B of iShares Ultra Short Duration Bond Active ETF stock for Q3 2023, down 0.62% quarter-over-quarter.
- 41 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q3 2023 and 39 closed out, a net change of +2 holders.
- The largest iShares Ultra Short Duration Bond Active ETF buyer in Q3 2023 was Acute Investment Advisory, an estimated $42.2M added.
- The largest iShares Ultra Short Duration Bond Active ETF seller in Q3 2023 was Bank of America, an estimated $63.6M sold.
Based on aggregated 13F filings for Q3 2023.