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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
WCM
101
WealthBridge Capital Management
Ohio
$4.13M +$63K +1,254 +2%
PMG
102
ProVise Management Group
Florida
$4.08M -$2.17M -43,086 -35%
HWAM
103
Hennion & Walsh Asset Management
New Jersey
$4.02M +$187K +3,722 +5%
OPCM
104
Osborne Partners Capital Management
California
$4.01M +$121K +2,400 +3%
LRWA
105
Long Run Wealth Advisors
New York
$3.98M -$281K -5,584 -7%
MP
106
McDonald Partners
Ohio
$3.97M +$3.98M +79,096 New
PAG
107
Private Advisor Group
New Jersey
$3.88M -$661K -13,156 -15%
ZIM
108
Zacks Investment Management
Illinois
$3.73M -$25.9K -516 -0.7%
B
109
Brightworth
Georgia
$3.71M +$9.95K +198 +0.3%
GWAM
110
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.67M +$112K +2,227 +3%
PGAM
111
Princeton Global Asset Management
New Jersey
$3.64M +$494K +9,821 +16%
YIA
112
YHB Investment Advisors
Connecticut
$3.63M +$1.95M +38,782 +115%
MMA
113
Miracle Mile Advisors
California
$3.62M -$2.81M -55,831 -44%
OPOWM
114
One Plus One Wealth Management
Florida
$3.53M +$1.77M +35,181 +100%
CWM
115
Cahaba Wealth Management
Georgia
$3.52M +$2.49M +49,511 +238%
JP Morgan Chase
116
JP Morgan Chase
New York
$3.51M +$913K +18,169 +35%
BCM
117
Brookstone Capital Management
Illinois
$3.4M +$3.41M +67,930 New
CCM
118
Condor Capital Management
New Jersey
$3.39M -$190K -3,789 -5%
EF
119
Exeter Financial
Arizona
$3.36M +$91.1K +1,812 +3%
SI
120
Stephens Inc
Arkansas
$3.35M +$749K +14,903 +29%
Morgan Stanley
121
Morgan Stanley
New York
$3.32M -$4.44M -88,353 -57%
GMA
122
Glassy Mountain Advisors
Maryland
$3.2M +$780K +15,515 +32%
JWA
123
JFS Wealth Advisors
Pennsylvania
$3.13M +$120K +2,385 +4%
DHFB
124
Dixon Hubard Feinour & Brown
Virginia
$3.12M +$717K +14,272 +30%
C
125
Certuity
Florida
$3.06M -$426K -8,466 -12%

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.