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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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$9.67M +$434K +8,613 +5%
WWM
52
Wiser Wealth Management
Georgia
$9.39M -$512K -10,151 -5%
BIAS
53
Beacon Investment Advisory Services
New Jersey
$9.37M -$40.3K -800 -0.4%
ACM
54
Alpha Capital Management
Texas
$9.09M +$3.03M +60,050 +50%
KPWS
55
Kestra Private Wealth Services
Texas
$9.07M +$4.88M +96,768 +116%
CTA
56
Chesley Taft & Associates
Illinois
$9.03M +$703K +13,942 +8%
EBA
57
Eagle Bay Advisors
New York
$8.98M +$1.39M +27,539 +18%
TC
58
TownSquare Capital
Utah
$8.52M -$9.21M -182,540 -52%
HighTower Advisors
59
HighTower Advisors
Illinois
$8.5M +$1.01M +19,977 +13%
AF
60
Allworth Financial
California
$8.22M -$2.64M -52,441 -24%
CPIG
61
Chicago Partners Investment Group
Illinois
$8.16M +$4M +79,280 +95%
RW
62
RVW Wealth
California
$8.16M +$4.33M +85,949 +113%
NEPWA
63
New England Private Wealth Advisors
Massachusetts
$8.05M -$1.85M -36,781 -19%
MML Investors Services
64
MML Investors Services
Massachusetts
$8.01M -$91.7K -1,818 -1%
JFA
65
Johanson Financial Advisors
California
$7.99M +$658K +13,040 +9%
DI
66
DFPG Investments
Utah
$7.95M +$143K +2,826 +2%
Morgan Stanley
67
Morgan Stanley
New York
$7.79M +$113K +2,245 +1%
WWM
68
WT Wealth Management
Arizona
$7.61M -$410K -8,134 -5%
FA
69
FDx Advisors
Illinois
$7.24M +$1.77M +35,018 +32%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$7.19M
DPI
71
Diversified Portfolios Inc
Michigan
$7.1M +$254K +5,037 +4%
SPC
72
Sigma Planning Corp
Michigan
$6.83M -$60.7K -1,203 -0.9%
SWG
73
Summit Wealth Group
Vermont
$6.79M +$6.8M +134,789 New
PFM
74
Phillips Financial Management
Indiana
$6.49M -$169K -3,352 -3%
MMA
75
Miracle Mile Advisors
California
$6.45M -$5.24M -103,916 -45%

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.