iShares Ultra Short Duration Bond Active ETF
ICSH
330 hedge funds and large institutions have $2.75B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 25 closing their positions.
116% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 25
9% more funds holding
Funds holding: 303 → 330 (+27)
1% more capital invested
Capital invested by funds: $2.72B → $2.75B (+$24M)
0.08% less ownership
Funds ownership: 52.08% → 52% (-0.08%)
11% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 127
24% less funds holding in top 10
Funds holding in top 10: 38 → 29 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$95.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$18.5M |
| 4 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$14.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCFFS
Pacific Center for Financial Services
San Ramon,
California
|
-$42.2M |
| 2 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$35.5M |
| 3 |
HWA
Heritage Wealth Advisors
Richmond,
Virginia
|
-$29.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$27.8M |
| 5 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$23.2M |
ICSH Hedge Fund Activity: Q1 2021 in Review
330 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q1 2021, worth a combined $2.75B — up 0.88% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new ICSH positions and 25 closed out — a net gain of 29 holders — while 113 added to existing stakes and 127 trimmed.
The largest buyer was SVB Wealth, adding an estimated $95.4M. The largest seller was Pacific Center for Financial Services, cutting an estimated $42.2M.
- 330 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q1 2021, up from 303 in Q4 2020.
- Funds reported $2.75B of iShares Ultra Short Duration Bond Active ETF stock for Q1 2021, up 0.88% quarter-over-quarter.
- 54 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q1 2021 and 25 closed out, a net change of +29 holders.
- The largest iShares Ultra Short Duration Bond Active ETF buyer in Q1 2021 was SVB Wealth, an estimated $95.4M added.
- The largest iShares Ultra Short Duration Bond Active ETF seller in Q1 2021 was Pacific Center for Financial Services, an estimated $42.2M sold.
Based on aggregated 13F filings for Q1 2021.