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iShares Ultra Short Duration Bond Active ETF

369 hedge funds and large institutions have $4.01B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 129 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.38B → $4.01B (+$630M)

11.24% more ownership

Funds ownership: 56.99%68.23% (+11%)

7% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 129

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

1% less funds holding

Funds holding: 374369 (-5)

Holders
369
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
5.82%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
51
Increased
138
Reduced
129
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
SWM Advisors
Florida
$6.55M +$6.56M +130,586 New
DBT
77
Dubuque Bank & Trust
Iowa
$6.54M +$2.55M +50,675 +64%
CAM
78
Crestone Asset Management
Colorado
$6.5M +$6.52M +129,685 New
BPA
79
Beacon Pointe Advisors
California
$6.34M +$5.55M +110,428 +688%
PA
80
Parallel Advisors
California
$6.2M -$4.02M -80,060 -39%
CWM
81
CCG Wealth Management
California
$6.09M -$260K -5,182 -4%
CA
82
Capital Advantage
California
$6.07M -$191K -3,807 -3%
HCC
83
Hirtle Callaghan & Co
Pennsylvania
$5.97M
AWE
84
Avidian Wealth Enterprises
Texas
$5.85M -$9.87M -196,434 -63%
WPW
85
Waldron Private Wealth
Pennsylvania
$5.82M -$11.7M -233,652 -67%
GCA
86
Greenwood Capital Associates
South Carolina
$5.72M +$470K +9,357 +9%
GSWM
87
Greenup Street Wealth Management
Michigan
$5.67M +$1.54M +30,680 +37%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$5.67M -$17.7K -353 -0.3%
AI
89
Atria Investments
North Carolina
$5.55M +$2.53M +50,390 +84%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$5.53M +$3.79M +75,304 +215%
ACA
91
Aptus Capital Advisors
Alabama
$5.24M -$637K -12,673 -11%
RWIA
92
Roger Wittlin Investment Advisory
California
$5.09M -$997K -19,829 -16%
Truist Financial
93
Truist Financial
North Carolina
$5.06M +$1.64M +32,547 +48%
VIM
94
Vista Investment Management
Pennsylvania
$4.89M -$810K -16,119 -14%
Cerity Partners
95
Cerity Partners
New York
$4.75M +$698K +13,882 +17%
CA
96
Callahan Advisors
Texas
$4.62M -$164K -3,271 -3%
CWC
97
Carolinas Wealth Consulting
North Carolina
$4.49M +$2.96M +58,921 +193%
SSWM
98
Sheets Smith Wealth Management
North Carolina
$4.43M -$722K -14,355 -14%
CCM
99
Covington Capital Management
California
$4.43M
MWM
100
Mascoma Wealth Management
New Hampshire
$4.27M +$427K +8,500 +11%

ICSH Hedge Fund Activity: Q1 2022 in Review

369 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q1 2022, worth a combined $4.01B — up 19% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ICSH positions and 48 closed out — a net gain of 3 holders — while 138 added to existing stakes and 129 trimmed.

The largest buyer was SVB Wealth, adding an estimated $391M. The largest seller was Raymond James & Associates, cutting an estimated $172M.

  • 369 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q1 2022, down from 374 in Q4 2021.
  • Funds reported $4.01B of iShares Ultra Short Duration Bond Active ETF stock for Q1 2022, up 19% quarter-over-quarter.
  • 51 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q1 2022 and 48 closed out, a net change of +3 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q1 2022 was SVB Wealth, an estimated $391M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q1 2022 was Raymond James & Associates, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2022.