We are live on ! Find out more
ICSH icon

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
AIP
376
Ahrens Investment Partners
Louisiana
$125K -$85.1K -1,700 -40%
TWA
377
TCI Wealth Advisors
Arizona
$124K +$401 +8 +0.3%
HWA
378
HHM Wealth Advisors
Tennessee
$99K +$8.16K +163 +9%
CFG
379
CKW Financial Group
Hawaii
$97K
HFA
380
HC Financial Advisors
California
$94K -$999K -19,942 -91%
EIP
381
Ellis Investment Partners
Pennsylvania
$78K +$29.9K +598 +62%
KOCAA
382
Knights of Columbus Asset Advisors
Connecticut
$74K
PB
383
Pinnacle Bancorp
Nebraska
$69K
GWS
384
Glassman Wealth Services
Virginia
$64K
GWM
385
Geneos Wealth Management
Colorado
$63K -$1.7K -34 -3%
FWP
386
FAS Wealth Partners
Kansas
$59K +$100 +2 +0.2%
APA
387
American Portfolios Advisors
New York
$49.5K
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$40K +$39.7K +792 New
COCM
389
Charter Oak Capital Management
New Hampshire
$35K
AIC
390
Archer Investment Corporation
Indiana
$34.6K
MA
391
MCF Advisors
Kentucky
$31K
APW
392
Axim Planning & Wealth
Ohio
$29K +$29.3K +585 New
FRA
393
Front Row Advisors
California
$28K
SWA
394
SOA Wealth Advisors
New York
$19K
NFSG
395
Newbridge Financial Services Group
Florida
$17K
MIFH
396
Migdal Insurance & Financial Holdings
Israel
$11K -$15K -300 -58%
MBFW
397
Morton Brown Family Wealth
Pennsylvania
$7K
BFEC
398
Benjamin F. Edwards & Company
Missouri
$6K
SIS
399
Sound Income Strategies
Florida
$6K +$6.46K +129 New
FCMT
400
Founders Capital Management (Texas)
Texas
$5K +$4.96K +99 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.