iShares Ultra Short Duration Bond Active ETF
ICSH
75 hedge funds and large institutions have $417M invested in iShares Ultra Short Duration Bond Active ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 7 closing their positions.
371% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 7
178% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 9
94% more capital invested
Capital invested by funds: $215M → $417M (+$202M)
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
53% more funds holding
Funds holding: 49 → 75 (+26)
8.49% more ownership
Funds ownership: 40.79% → 49.28% (+8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$39.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$38M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$21.3M |
| 4 |
WAG
Winthrop Advisory Group
Boston,
Massachusetts
|
+$17.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
-$21.2M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$8.69M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.37M |
| 4 |
Jane Street
New York
|
-$836K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$691K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
76
Crestone Asset Management
Boulder,
Colorado
| – | -$563K | -11,213 | Closed |
|
77
Citadel Advisors
Miami,
Florida
| – | -$539K | -10,751 | Closed |
|
78
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$269K | -5,353 | Closed |
|
|
CPIG
79
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$152K | -3,024 | Closed |
|
80
Morgan Stanley
New York
| – | -$13.5K | -270 | Closed |
|
81
Fidelity Investments
Boston,
Massachusetts
| – | +$50 | +1 | New |
|
ICSH Hedge Fund Activity: Q4 2018 in Review
75 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q4 2018, worth a combined $417M — up 94% from $215M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ICSH positions and 7 closed out — a net gain of 26 holders — while 25 added to existing stakes and 9 trimmed.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $39.1M. The largest seller was Sand Hill Global Advisors, cutting an estimated $21.2M.
- 75 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q4 2018, up from 49 in Q3 2018.
- Funds reported $417M of iShares Ultra Short Duration Bond Active ETF stock for Q4 2018, up 94% quarter-over-quarter.
- 33 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q4 2018 and 7 closed out, a net change of +26 holders.
- The largest iShares Ultra Short Duration Bond Active ETF buyer in Q4 2018 was Retirement Planning Group (Kansas), an estimated $39.1M added.
- The largest iShares Ultra Short Duration Bond Active ETF seller in Q4 2018 was Sand Hill Global Advisors, an estimated $21.2M sold.
Based on aggregated 13F filings for Q4 2018.