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iShares Ultra Short Duration Bond Active ETF
ICSH

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: 334 → 374 (+40)

11% more funds holding in top 10

Funds holding in top 10: 27 → 30 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$153M
2
SLF
Sun Life Financial
Ontario, Canada
+$148M
3
GA
Gateway Advisory
New Jersey
+$45.7M
4
Stifel Financial
Stifel Financial
Missouri
+$30.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.7M

Top Sellers

Rank Fund Capital Flow
1
SW
SVB Wealth
Massachusetts
-$400M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17M
3
Bank of America
Bank of America
North Carolina
-$15.9M
4
SAM
SP Asset Management
California
-$15.8M
5
CCA
Clearwater Capital Advisors
Illinois
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
101
Dubuque Bank & Trust
Iowa
$4.02M -$31.3K -620 -0.8%
OPCM
102
Osborne Partners Capital Management
California
$3.91M -$25K -495 -0.6%
MWM
103
Mascoma Wealth Management
New Hampshire
$3.87M +$138K +2,728 +4%
HWAM
104
Hennion & Walsh Asset Management
New Jersey
$3.85M +$580K +11,492 +18%
ZIM
105
Zacks Investment Management
Illinois
$3.77M -$373K -7,400 -9%
AWMS
106
Advocacy Wealth Management Services
Georgia
$3.75M -$189K -3,757 -5%
B
107
Brightworth
Georgia
$3.72M – – –
MWM
108
Mattern Wealth Management
Kansas
$3.62M +$2.71M +53,832 +299%
CCM
109
Condor Capital Management
New Jersey
$3.6M -$2.35M -46,633 -40%
GWAM
110
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.57M +$50.4K +999 +1%
C
111
Certuity
Florida
$3.51M -$623K -12,353 -15%
Truist Financial
112
Truist Financial
North Carolina
$3.44M +$180K +3,564 +6%
RPGK
113
Retirement Planning Group (Kansas)
Kansas
$3.42M -$121K -2,403 -3%
CAG
114
Csenge Advisory Group
Florida
$3.35M -$160K -3,171 -5%
EVM
115
Eaton Vance Management
Massachusetts
$3.29M -$1.25M -24,749 -27%
EF
116
Exeter Financial
Arizona
$3.29M -$142K -2,806 -4%
PGAM
117
Princeton Global Asset Management
New Jersey
$3.16M +$1.72M +34,123 +119%
KWM
118
Kingsview Wealth Management
Oregon
$3.08M +$897K +17,787 +41%
AI
119
Atria Investments
North Carolina
$3.04M +$506K +10,039 +20%
ISWM
120
Independent Solutions Wealth Management
New York
$3.03M -$273K -5,416 -8%
JWA
121
JFS Wealth Advisors
Pennsylvania
$3.02M +$518K +10,279 +21%
SWM
122
Sugarloaf Wealth Management
Georgia
$3M +$794K +15,753 +36%
CWM
123
Connecticut Wealth Management
Connecticut
$2.95M +$182K +3,607 +7%
SB
124
Strategic Blueprint
Georgia
$2.87M +$159K +3,161 +6%
CM
125
Cornerstone Management
Georgia
$2.8M +$43.9K +870 +2%
3 4
5
6 7

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.