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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
NFP
326
Narus Financial Partners
Utah
$203K +$204K +4,051 New
BBA
327
BLB&B Advisors
Pennsylvania
$201K
EWM
328
Elmwood Wealth Management
California
$201K
LWM
329
Liberty Wealth Management
California
$201K +$201K +4,008 New
SFG
330
StrategIQ Financial Group
Indiana
$200K
NW
331
NewEdge Wealth
Pennsylvania
$200K +$201K +3,990 New
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$184K +$14.6K +291 +9%
CPA
333
Cardiff Park Advisors
California
$175K +$151 +3 +0.1%
SC
334
SouthState Corp
Florida
$156K +$156K +3,105 New
Koshinski Asset Management
335
Koshinski Asset Management
Illinois
$150K
GRP
336
Global Retirement Partners
California
$149K +$149K +2,972 New
DSC
337
Duncker Streett & Co
Missouri
$136K +$50 +1 +0%
BCA
338
Bray Capital Advisors
Florida
$130K +$130K +2,590 New
TWA
339
TCI Wealth Advisors
Arizona
$124K
CFG
340
CKW Financial Group
Hawaii
$97K +$18.9K +377 +24%
HWA
341
HHM Wealth Advisors
Tennessee
$91K -$50K -995 -35%
KOCAA
342
Knights of Columbus Asset Advisors
Connecticut
$74K
PB
343
Pinnacle Bancorp
Nebraska
$69K
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$68K -$294K -5,853 -81%
BNP Paribas Financial Markets
345
BNP Paribas Financial Markets
France
$67.6K -$107K -2,130 -61%
GWM
346
Geneos Wealth Management
Colorado
$65K -$14.9K -296 -18%
GWS
347
Glassman Wealth Services
Virginia
$64K -$5.98K -119 -9%
FWP
348
FAS Wealth Partners
Kansas
$59K +$50 +1 +0.1%
APA
349
American Portfolios Advisors
New York
$49.6K +$29.5K +587 +146%
EIP
350
Ellis Investment Partners
Pennsylvania
$48K -$7.74K -154 -14%

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.