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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
CWM
76
CCG Wealth Management
California
$6.38M +$1.01M +19,933 +19%
CA
77
Capital Advantage
California
$6.28M -$1.53M -30,272 -20%
PMG
78
ProVise Management Group
Florida
$6.27M +$1.29M +25,608 +26%
RWIA
79
Roger Wittlin Investment Advisory
California
$6.12M +$6.12M +121,440 New
HCC
80
Hirtle Callaghan & Co
Pennsylvania
$6M +$6M +118,999 New
ACA
81
Aptus Capital Advisors
Alabama
$5.91M +$4.09M +81,186 +225%
VIM
82
Vista Investment Management
Pennsylvania
$5.73M -$192K -3,811 -3%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$5.72M -$106K -2,094 -2%
CFS
84
Cannon Financial Strategists
Georgia
$5.65M +$1.15M +22,812 +26%
MWM
85
Magnolia Wealth Management
Alabama
$5.44M +$5.44M +107,931 New
PCIA
86
Prime Capital Investment Advisors
Kansas
$5.43M +$1.37M +27,215 +34%
GCA
87
Greenwood Capital Associates
South Carolina
$5.28M +$278K +5,517 +6%
SSWM
88
Sheets Smith Wealth Management
North Carolina
$5.18M -$563K -11,158 -10%
CA
89
Callahan Advisors
Texas
$4.8M -$456K -9,048 -9%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$4.74M -$126K -2,499 -3%
DWA
91
Divergent Wealth Advisors
Utah
$4.58M +$4.58M +90,811 New
PAG
92
Private Advisor Group
New Jersey
$4.56M -$468K -9,288 -9%
AWM
93
Aprio Wealth Management
Georgia
$4.53M -$210K -4,160 -4%
PPW
94
Pasadena Private Wealth
California
$4.48M +$134K +2,661 +3%
CCM
95
Crabel Capital Management
California
$4.47M +$2.99M +59,331 +202%
CCM
96
Covington Capital Management
California
$4.45M -$308K -6,100 -6%
LRWA
97
Long Run Wealth Advisors
New York
$4.29M +$4.29M +85,057 New
GSWM
98
Greenup Street Wealth Management
Michigan
$4.15M +$4.16M +82,426 New
WCM
99
WealthBridge Capital Management
Ohio
$4.09M -$632K -12,525 -13%
Cerity Partners
100
Cerity Partners
New York
$4.08M +$4.08M +80,897 New

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.