We are live on ! Find out more
ICSH icon

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
GG
26
Gofen & Glossberg
Illinois
$20.4M +$8.57M +169,860 +72%
BIA
27
Bell Investment Advisors
California
$20.4M +$895K +17,742 +5%
SHGA
28
Sand Hill Global Advisors
California
$19.8M -$1.53M -30,253 -7%
WPW
29
Waldron Private Wealth
Pennsylvania
$17.6M +$17.6M +349,607 New
PFPT
30
Pinnacle Financial Partners (Tennessee)
Tennessee
$17M -$524K -10,394 -3%
PWAC
31
Private Wealth Advisors (California)
California
$16.8M +$7.01M +139,017 +72%
SRC
32
Shufro Rose & Co
New York
$16.4M -$48.2K -955 -0.3%
AWE
33
Avidian Wealth Enterprises
Texas
$15.8M +$2.02K +40 +0%
OSNBOA
34
Old Second National Bank of Aurora
Illinois
$14.7M -$1.99M -39,547 -12%
CA
35
CoreCap Advisors
Michigan
$14.4M +$14.4M +286,490 New
CGL
36
Clarius Group LLC
Washington
$13.9M +$13.9M +276,129 New
TWP
37
Tempus Wealth Planning
California
$13.8M -$211K -4,193 -2%
FIBT
38
First International Bank & Trust
North Dakota
$13.7M +$13.7M +271,205 New
SFG
39
Snider Financial Group
Washington
$13.7M -$425K -8,426 -3%
NGA
40
Naples Global Advisors
Florida
$13.1M +$12.4M +245,950 +1,730%
BWA
41
Burt Wealth Advisors
Maryland
$12.3M +$313K +6,202 +3%
Osaic Holdings
42
Osaic Holdings
Arizona
$11.8M -$9.61M -190,498 -45%
IGGA
43
Iron Gate Global Advisors
Utah
$11.7M +$8.96M +177,687 +354%
TYCC
44
Texas Yale Capital Corp
Florida
$11.1M +$2.58M +51,106 +30%
LK
45
Lumbard & Kellner
New Hampshire
$11M -$1.08M -21,401 -9%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$10.7M +$681K +13,507 +7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$10.5M -$1.76M -34,921 -14%
EIA
48
Edgemoor Investment Advisors
Maryland
$10.5M +$148K +2,926 +1%
PA
49
Parallel Advisors
California
$10.3M +$3M +59,561 +41%
HCM
50
Hengehold Capital Management
Ohio
$10.2M +$506K +10,029 +5%

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.