We are live on ! Find out more
ICSH icon

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
CWM
26
Congress Wealth Management
Massachusetts
$22.1M -$3.16M -62,926 -13%
DCM
27
Donaldson Capital Management
Indiana
$21.5M -$251K -4,998 -1%
SSWM
28
Smith Salley Wealth Management
North Carolina
$19.8M -$1.64M -32,547 -8%
GG
29
Gofen & Glossberg
Illinois
$18.5M -$1.8M -35,765 -9%
HTC
30
Haverford Trust Company
Pennsylvania
$18.1M -$6.52M -129,686 -26%
PFPT
31
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.9M -$28.9K -574 -0.2%
SHGA
32
Sand Hill Global Advisors
California
$16.5M -$3.14M -62,552 -16%
SRC
33
Shufro Rose & Co
New York
$16M -$274K -5,457 -2%
AF
34
Allworth Financial
California
$14M +$5.81M +115,508 +71%
CGL
35
Clarius Group LLC
Washington
$13.9M
ACM
36
Alpha Capital Management
Texas
$13.7M +$4.67M +93,000 +52%
SFG
37
Snider Financial Group
Washington
$13.5M -$82.2K -1,636 -0.6%
TWP
38
Tempus Wealth Planning
California
$13.4M -$392K -7,794 -3%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$13.2M +$3.63M +72,234 +38%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$13.2M +$2.75M +54,614 +26%
IGGA
41
Iron Gate Global Advisors
Utah
$13.2M +$1.75M +34,872 +15%
NGA
42
Naples Global Advisors
Florida
$13M -$35.2K -700 -0.3%
JWM
43
Jackson Wealth Management
Florida
$12.9M +$12.9M +256,448 New
FIBT
44
First International Bank & Trust
North Dakota
$12.8M -$779K -15,505 -6%
HighTower Advisors
45
HighTower Advisors
Illinois
$12.5M +$4.01M +79,872 +47%
BWA
46
Burt Wealth Advisors
Maryland
$12.3M +$42K +836 +0.3%
MML Investors Services
47
MML Investors Services
Massachusetts
$12.2M +$4.2M +83,505 +53%
CFS
48
Cannon Financial Strategists
Georgia
$11.4M +$5.74M +114,262 +102%
TYCC
49
Texas Yale Capital Corp
Florida
$11.2M +$137K +2,733 +1%
SL
50
Systelligence LLC
Minnesota
$11M +$9.23M +183,696 +510%

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.