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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
FIBT
51
First International Bank & Trust
North Dakota
$12.8M +$13.2K +263 +0.1%
PFM
52
Phillips Financial Management
Indiana
$12.4M +$1.62M +32,288 +15%
TWP
53
Tempus Wealth Planning
California
$12.1M -$1.23M -24,624 -9%
CSPAM
54
Cary Street Partners Asset Management
Virginia
$11.5M +$9.56M +190,890 +483%
BWA
55
Burt Wealth Advisors
Maryland
$11.3M -$914K -18,241 -7%
HCM
56
Hengehold Capital Management
Ohio
$11.3M +$1.08M +21,511 +11%
SSWM
57
Smith Salley Wealth Management
North Carolina
$11.1M -$8.69M -173,560 -44%
LK
58
Lumbard & Kellner
New Hampshire
$10.8M
TIAM2
59
Tru Independence Asset Management 2
Oregon
$10.7M +$10.3M +204,954 +2,563%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$10.4M -$2.83M -56,547 -21%
KWM
61
Keebeck Wealth Management
Illinois
$10.2M
BWM
62
BT Wealth Management
Georgia
$10M +$10.1M +200,676 New
FM
63
Family Management
New York
$9.72M +$9.73M +194,282 New
Baird Financial Group
64
Baird Financial Group
Wisconsin
$9.64M +$4.13M +82,389 +75%
BIAS
65
Beacon Investment Advisory Services
New Jersey
$9.52M +$160K +3,200 +2%
SFG
66
Snider Financial Group
Washington
$9.42M -$4.06M -81,029 -30%
BTI
67
Blue Trust Inc
Georgia
$9.27M +$9.26M +184,916 New
KPWS
68
Kestra Private Wealth Services
Texas
$9.24M -$1.15M -22,875 -11%
CPIG
69
Chicago Partners Investment Group
Illinois
$9.21M +$469K +9,364 +5%
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$9.06M +$6.83M +136,327 +304%
PWAC
71
Private Wealth Advisors (California)
California
$8.78M -$2.13M -42,438 -19%
RW
72
RVW Wealth
California
$8.39M -$248K -4,944 -3%
AO
73
Advisor OS
Illinois
$8.1M -$264K -5,275 -3%
AWE
74
Avidian Wealth Enterprises
Texas
$7.75M +$1.92M +38,274 +33%
CFS
75
Cannon Financial Strategists
Georgia
$7.7M -$3.64M -72,591 -32%

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.