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iShares Ultra Short Duration Bond Active ETF

374 hedge funds and large institutions have $3.38B invested in iShares Ultra Short Duration Bond Active ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 121 increasing their positions, 137 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 32

12% more funds holding

Funds holding: 334374 (+40)

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

5% more capital invested

Capital invested by funds: $3.23B → $3.38B (+$147M)

0.66% more ownership

Funds ownership: 56.33%56.99% (+0.66%)

12% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 137

Holders
374
Holders Change
+40
Holders Change %
+11.98%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
78
Increased
121
Reduced
137
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
351
Retirement Group
California
$59K
FWP
352
FAS Wealth Partners
Kansas
$59K +$50 +1 +0.1%
EIP
353
Ellis Investment Partners
Pennsylvania
$56K -$263K -5,213 -82%
MIFH
354
Migdal Insurance & Financial Holdings
Israel
$54K
FCA
355
FinTrust Capital Advisors
South Carolina
$46K
AIC
356
Archer Investment Corporation
Indiana
$34.8K
FRA
357
Front Row Advisors
California
$28K
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
$28K
S
359
SignatureFD
Georgia
$28K +$27.9K +554 New
COCM
360
Charter Oak Capital Management
New Hampshire
$25K -$1.01K -20 -4%
APA
361
American Portfolios Advisors
New York
$20.3K -$9.93K -197 -33%
SWA
362
SOA Wealth Advisors
New York
$19K
NFSG
363
Newbridge Financial Services Group
Florida
$17K
BFEC
364
Benjamin F. Edwards & Company
Missouri
$15K +$9.63K +191 +172%
MBFW
365
Morton Brown Family Wealth
Pennsylvania
$7K +$7.36K +146 New
HFS
366
Horizon Financial Services
North Carolina
$6.5K -$323K -6,407 -98%
FFWM
367
Future Financial Wealth Management
Ohio
$6K +$6.05K +120 New
AFS
368
Annapolis Financial Services
Maryland
$5K
NFG
369
Next Financial Group
Texas
$4K -$39.5K -783 -90%
WA
370
Win Advisors
Florida
$3K +$3.43K +68 New
TCWM
371
Total Clarity Wealth Management
Illinois
$2K
FFC
372
Fure Financial Corporation
Minnesota
$2K +$2.02K +40 New
SFG
373
Steward Financial Group
Texas
$1K +$1.92K +38 New
LWM
374
Liberty Wealth Management
California
$201 -$202K -4,001 Closed
FGAM
375
Financial Gravity Asset Management
Texas
$30 +$29.9K +593 New

ICSH Hedge Fund Activity: Q4 2021 in Review

374 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q4 2021, worth a combined $3.38B — up 4.5% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ICSH positions and 32 closed out — a net gain of 46 holders — while 121 added to existing stakes and 137 trimmed.

The largest buyer was BlackRock, adding an estimated $153M. The largest seller was SVB Wealth, cutting an estimated $400M.

  • 374 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q4 2021, up from 334 in Q3 2021.
  • Funds reported $3.38B of iShares Ultra Short Duration Bond Active ETF stock for Q4 2021, up 4.5% quarter-over-quarter.
  • 78 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q4 2021 and 32 closed out, a net change of +46 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q4 2021 was BlackRock, an estimated $153M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q4 2021 was SVB Wealth, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2021.