We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF

236 hedge funds and large institutions have $1.96B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 18

81% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 52

45% more capital invested

Capital invested by funds: $1.35B → $1.96B (+$605M)

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

26% more funds holding

Funds holding: 188236 (+48)

2.06% less ownership

Funds ownership: 52.55%50.49% (-2.1%)

Holders
236
Holders Change
+48
Holders Change %
+25.53%
% of All Funds
4.84%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.59%
New
68
Increased
94
Reduced
52
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Covington Capital Management
California
$5.08M +$196K +3,900 +4%
FA
52
FDx Advisors
Illinois
$5.06M +$5.04M +100,119 New
CTA
53
Chesley Taft & Associates
Illinois
$4.8M +$1.19M +23,610 +33%
FP
54
Financial Perspectives
Minnesota
$4.53M -$3.06M -60,719 -40%
ASN
55
Advisory Services Network
Georgia
$4.46M +$4.44M +88,153 New
WC
56
Whitney & Co
New York
$4.45M +$4.44M +88,058 New
MWM
57
Maltin Wealth Management
New Jersey
$3.93M +$181K +3,586 +5%
CP
58
Corbenic Partners
Pennsylvania
$3.85M +$3.84M +76,174 New
FWP
59
FAS Wealth Partners
Kansas
$3.77M +$287K +5,704 +8%
WWM
60
WT Wealth Management
Arizona
$3.73M +$1.22M +24,285 +49%
DMC
61
Drexel Morgan & Co
Pennsylvania
$3.7M +$3.68M +73,104 New
RPSA
62
Richard P. Slaughter Associates
Texas
$3.67M -$2.87M -56,931 -44%
WR
63
Watson Rebecca
$3.66M -$101K -2,001 -3%
VAS
64
Valicenti Advisory Services
New York
$3.62M +$625K +12,399 +21%
DI
65
DFPG Investments
Utah
$3.52M +$972K +19,290 +38%
CWM
66
Connecticut Wealth Management
Connecticut
$3.43M +$427K +8,478 +14%
CA
67
Callahan Advisors
Texas
$3.31M +$3.3M +65,557 New
AWMS
68
Advocacy Wealth Management Services
Georgia
$3.26M +$1.18M +23,389 +57%
TA
69
TCG Advisors
Texas
$3.25M -$1.48M -29,397 -31%
PA
70
Parallel Advisors
California
$3.03M +$403K +7,999 +15%
SPIA
71
Steward Partners Investment Advisory
New York
$3.03M +$136K +2,709 +5%
SCP
72
Seizert Capital Partners
Michigan
$3.02M
PAG
73
Private Advisor Group
New Jersey
$3.02M +$1.56M +30,934 +107%
ISWM
74
Independent Solutions Wealth Management
New York
$3.02M +$393K +7,804 +15%
EIA
75
Eldridge Investment Advisors
New Hampshire
$2.99M +$193K +3,833 +7%

ICSH Hedge Fund Activity: Q2 2020 in Review

236 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q2 2020, worth a combined $1.96B — up 45% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new ICSH positions and 18 closed out — a net gain of 50 holders — while 94 added to existing stakes and 52 trimmed.

The largest buyer was SVB Wealth, opening a new position worth an estimated $217M. The largest seller was Jane Street, cutting an estimated $67.7M.

  • 236 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q2 2020, up from 188 in Q1 2020.
  • Funds reported $1.96B of iShares Ultra Short Duration Bond Active ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 68 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q2 2020 and 18 closed out, a net change of +50 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q2 2020 was SVB Wealth, an estimated $217M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q2 2020 was Jane Street, an estimated $67.7M sold.

Based on aggregated 13F filings for Q2 2020.