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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
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$7.67M -$401 -8 -0%
SWG
77
Summit Wealth Group
Vermont
$7.6M -$741K -14,790 -9%
KTC
78
Kistler-Tiffany Companies
Pennsylvania
$7.59M +$540K +10,790 +8%
NGA
79
Naples Global Advisors
Florida
$7.23M -$5.75M -114,908 -44%
DHFB
80
Dixon Hubard Feinour & Brown
Virginia
$7.11M +$4.01M +80,004 +129%
CWM
81
CCG Wealth Management
California
$6.68M +$609K +12,161 +10%
SA
82
SWM Advisors
Florida
$6.65M +$112K +2,235 +2%
DBT
83
Dubuque Bank & Trust
Iowa
$6.51M -$17.1K -341 -0.3%
CTA
84
Chesley Taft & Associates
Illinois
$6.47M -$1.49M -29,807 -19%
EBA
85
Eagle Bay Advisors
New York
$6.38M -$4.35M -86,789 -41%
EF
86
Exeter Financial
Arizona
$6.28M +$2.93M +58,408 +87%
FA
87
FDx Advisors
Illinois
$6.26M -$1.01M -20,117 -14%
PPW
88
Pasadena Private Wealth
California
$6.18M -$2.26M -45,083 -27%
BPA
89
Beacon Pointe Advisors
California
$6.08M -$252K -5,035 -4%
BAAM
90
Baker Avenue Asset Management
California
$5.96M +$4.81M +95,977 +413%
HCC
91
Hirtle Callaghan & Co
Pennsylvania
$5.96M
ACM
92
Alpha Capital Management
Texas
$5.77M -$7.92M -158,100 -58%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$5.68M +$17.9K +357 +0.3%
CWC
94
Carolinas Wealth Consulting
North Carolina
$5.57M +$1.09M +21,784 +24%
GCA
95
Greenwood Capital Associates
South Carolina
$5.56M -$143K -2,858 -3%
MWM
96
Mascoma Wealth Management
New Hampshire
$5.47M +$1.21M +24,179 +28%
WWM
97
Wiser Wealth Management
Georgia
$5.44M -$4.24M -84,753 -44%
OWA
98
Octavia Wealth Advisors
Ohio
$5.35M +$4.15M +82,812 +347%
Cerity Partners
99
Cerity Partners
New York
$5.32M +$578K +11,535 +12%
PA
100
Parallel Advisors
California
$5.22M -$968K -19,320 -16%

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.