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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
LRWA
101
Long Run Wealth Advisors
New York
$5.13M +$1.16M +23,122 +29%
RWIA
102
Roger Wittlin Investment Advisory
California
$5.09M +$6.26K +125 +0.1%
SPC
103
Sigma Planning Corp
Michigan
$5.06M -$2.17M -43,278 -30%
CAN
104
Cetera Advisor Networks
California
$4.93M +$3.94M +78,711 +398%
Citigroup
105
Citigroup
New York
$4.87M +$2.12M +42,334 +77%
TYCC
106
Texas Yale Capital Corp
Florida
$4.77M -$6.43M -128,459 -57%
NW
107
NewEdge Wealth
Pennsylvania
$4.43M +$4.23M +84,470 +2,117%
CA
108
Callahan Advisors
Texas
$4.39M -$218K -4,348 -5%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$4.3M -$122K -2,434 -3%
WCM
110
WealthBridge Capital Management
Ohio
$4.25M +$128K +2,550 +3%
HWAM
111
Hennion & Walsh Asset Management
New Jersey
$4.12M +$108K +2,165 +3%
VIM
112
Vista Investment Management
Pennsylvania
$4.11M -$772K -15,416 -16%
CGL
113
Clarius Group LLC
Washington
$4.02M -$9.8M -195,722 -71%
PMG
114
ProVise Management Group
Florida
$3.88M -$193K -3,858 -5%
CCM
115
Covington Capital Management
California
$3.86M -$563K -11,250 -13%
MP
116
McDonald Partners
Ohio
$3.86M -$99.1K -1,978 -3%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$3.79M +$3.8M +75,828 New
PAG
118
Private Advisor Group
New Jersey
$3.79M -$78.9K -1,576 -2%
GMA
119
Glassy Mountain Advisors
Maryland
$3.73M +$538K +10,733 +17%
B
120
Brightworth
Georgia
$3.71M +$2K +40 +0.1%
PGAM
121
Princeton Global Asset Management
New Jersey
$3.68M +$52.4K +1,047 +1%
AI
122
Atria Investments
North Carolina
$3.58M -$1.96M -39,064 -35%
ZIM
123
Zacks Investment Management
Illinois
$3.58M -$136K -2,723 -4%
VF
124
Vista Finance
Missouri
$3.57M +$3.57M +71,317 New
GWAM
125
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.44M -$221K -4,410 -6%

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.