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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
COCM
351
Charter Oak Capital Management
New Hampshire
$35K +$10.1K +200 +40%
AIC
352
Archer Investment Corporation
Indiana
$34.6K
MA
353
MCF Advisors
Kentucky
$31K +$31.4K +625 New
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$2.31K +46 +8%
FRA
355
Front Row Advisors
California
$28K
MIFH
356
Migdal Insurance & Financial Holdings
Israel
$26K -$28.1K -560 -52%
SWA
357
SOA Wealth Advisors
New York
$19K
NFSG
358
Newbridge Financial Services Group
Florida
$17K
MBFW
359
Morton Brown Family Wealth
Pennsylvania
$7K
BFEC
360
Benjamin F. Edwards & Company
Missouri
$6K -$9.6K -191 -63%
FFWM
361
Future Financial Wealth Management
Ohio
$6K
RG
362
Retirement Group
California
$5K -$30.2K -600 -89%
AFS
363
Annapolis Financial Services
Maryland
$5K
WA
364
Win Advisors
Florida
$3K
FFC
365
Fure Financial Corporation
Minnesota
$2K
CIAS
366
CFS Investment Advisory Services
New Jersey
$2K +$5.26M +104,563 New
M
367
MOTCO
Texas
$1K +$955 +19 New
FGAM
368
Financial Gravity Asset Management
Texas
$30
Jane Street
369
Jane Street
New York
-$22.8M -452,706 Closed
CA
370
CoreCap Advisors
Michigan
-$14.4M -286,490 Closed
TC
371
TownSquare Capital
Utah
-$8.52M -169,101 Closed
DI
372
DFPG Investments
Utah
-$7.95M -157,816 Closed
MWM
373
Magnolia Wealth Management
Alabama
-$5.44M -107,931 Closed
DWA
374
Divergent Wealth Advisors
Utah
-$4.58M -90,811 Closed
CAG
375
Csenge Advisory Group
Florida
-$3.35M -66,324 Closed

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.