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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
PCA
326
Personal Capital Advisors
California
$305K
CPIA
327
Cornell Pochily Investment Advisors
New York
$301K -$152K -3,028 -50%
TC
328
Telemus Capital
Michigan
$301K
VVP
329
Venture Visionary Partners
Ohio
$297K -$5.51K -110 -2%
MWM
330
Modera Wealth Management
New Jersey
$294K
BRWA
331
B. Riley Wealth Advisors
Florida
$291K
CA
332
Corrado Advisors
New Jersey
$280K
HWA
333
Heritage Wealth Advisors
Virginia
$275K
MHR
334
Matthew Hamilton Rosenberg
$267K +$20K +399 +8%
MFS
335
Madrona Financial Services
Washington
$260K +$260K +5,200 New
RJT
336
Raymond James Trust
Florida
$259K +$259K +5,180 New
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$258K
DC
338
Davenport & Co
Virginia
$257K +$250 +5 +0.1%
PA
339
Pinnacle Associates
New York
$252K
PWMAG
340
Pinnacle Wealth Management Advisory Group
New Jersey
$252K
RFN
341
Redwood Financial Network
Ohio
$252K +$401 +8 +0.2%
CAM
342
Cresset Asset Management
Illinois
$250K
VCM
343
Virtue Capital Management
Tennessee
$250K
CW
344
CreativeOne Wealth
Kansas
$250K +$250K +4,990 New
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
$248K -$199K -3,982 -44%
PGA
346
Portland Global Advisors
Maine
$248K
C
347
CEDRUS
Colorado
$247K +$248K +4,942 New
DAS
348
Dynamic Advisor Solutions
Arizona
$246K +$246K +4,910 New
Citadel Advisors
349
Citadel Advisors
Florida
$238K +$239K +4,765 New
SG
350
StoneX Group
New York
$235K +$235K +4,690 New

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.