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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
SRC
426
Sage Rhino Capital
California
-$633K -12,619 Closed
FSA
427
Financial Sense Advisors
California
-$590K -11,774 Closed
WANY
428
Wealthspire Advisors (New York)
New York
-$571K -11,388 Closed
GF
429
Gries Financial
Ohio
-$466K -9,290 Closed
T
430
TNF
Montana
-$425K -8,488 Closed
SAM
431
Summit Asset Management
Tennessee
-$394K -7,850 Closed
PA
432
Probity Advisors
Texas
-$358K -7,131 Closed
KCM
433
Karp Capital Management
California
-$356K -7,092 Closed
SOS
434
Silver Oak Securities
Tennessee
-$332K -6,632 Closed
KIG
435
Kowal Investment Group
Wisconsin
-$249K -4,962 Closed
IWM
436
IHT Wealth Management
Illinois
-$232K -4,623 Closed
RWA
437
Redhawk Wealth Advisors
Minnesota
-$210K -4,181 Closed
LWM
438
Liberty Wealth Management
California
-$201K -4,008 Closed
EWM
439
Elmwood Wealth Management
California
-$201K -4,000 Closed
SC
440
SouthState Corp
Florida
-$156K -3,105 Closed
Koshinski Asset Management
441
Koshinski Asset Management
Illinois
-$150K -2,992 Closed
DSC
442
Duncker Streett & Co
Missouri
-$136K -2,712 Closed
BNP Paribas Financial Markets
443
BNP Paribas Financial Markets
France
-$67.6K -1,348 Closed
FFWM
444
Future Financial Wealth Management
Ohio
-$6K -120 Closed
AFS
445
Annapolis Financial Services
Maryland
-$5K -103 Closed
WA
446
Win Advisors
Florida
-$3K -68 Closed
M
447
MOTCO
Texas
-$1K -19 Closed

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.