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iShares Ultra Short Duration Bond Active ETF
ICSH

422 hedge funds and large institutions have $4.72B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 138 increasing their positions, 188 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.47% more ownership

Funds ownership: 75.47% → 76.93% (+1.5%)

7% less funds holding

Funds holding: 456 → 422 (-34)

12% less capital invested

Capital invested by funds: $5.34B → $4.72B (-$624M)

27% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 188

29% less funds holding in top 10

Funds holding in top 10: 42 → 30 (-12)

33% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 70

Holders
422
Holders Change
-34
Holders Change %
-7.46%
% of All Funds
6.73%
Holding in Top 10
30
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-28.57%
% of All Funds
0.48%
New
47
Increased
138
Reduced
188
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWG
Summit Wealth Group
Vermont
+$247M
2
Cerity Partners
Cerity Partners
New York
+$153M
3
Renaissance Technologies
Renaissance Technologies
New York
+$34.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34.3M
5
FG
Foster Group
Iowa
+$31.5M

Top Sellers

Rank Fund Capital Flow
1
GA
Gateway Advisory
New Jersey
-$172M
2
Bank of America
Bank of America
North Carolina
-$167M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$144M
4
BlackRock
BlackRock
New York
-$99.6M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$58.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$4.82M -$1.42M -28,255 -23%
BIAS
102
Beacon Investment Advisory Services
New Jersey
$4.78M -$178K -3,540 -4%
GAG
103
GM Advisory Group
New York
$4.77M +$4.76M +94,960 New
WWM
104
WT Wealth Management
Arizona
$4.63M +$1.55M +30,852 +50%
EBA
105
Eagle Bay Advisors
New York
$4.61M +$1.62M +32,317 +54%
JWCA
106
J.W. Cole Advisors
Florida
$4.56M +$303K +6,047 +7%
KCM
107
Kathmere Capital Management
Pennsylvania
$4.49M -$68.3K -1,362 -1%
GRP
108
Global Retirement Partners
California
$4.48M +$4.14M +82,616 +1,244%
WFA
109
Wells Financial Advisors
Massachusetts
$4.46M -$6.82K -136 -0.2%
ACM
110
Alpha Capital Management
Texas
$4.34M – – –
AWMS
111
Advocacy Wealth Management Services
Georgia
$4.28M +$807K +16,093 +23%
PGAM
112
Princeton Global Asset Management
New Jersey
$4.25M +$140K +2,793 +3%
WCM
113
WealthBridge Capital Management
Ohio
$4.15M +$208K +4,154 +5%
Lido Advisors
114
Lido Advisors
California
$4.04M +$4.04M +80,464 New
MOS
115
MGO One Seven
Ohio
$4M -$2.83M -56,450 -41%
SAG
116
SageView Advisory Group
California
$3.99M +$3.99M +79,491 New
Citigroup
117
Citigroup
New York
$3.95M -$1.34M -26,773 -25%
CWC
118
Carolinas Wealth Consulting
North Carolina
$3.84M -$1.86M -37,177 -33%
JIP
119
Jaffetilchin Investment Partners
Florida
$3.78M -$8.42M -167,787 -69%
RIA
120
Regal Investment Advisors
Michigan
$3.72M +$138K +2,759 +4%
MWM
121
Mascoma Wealth Management
New Hampshire
$3.65M -$2.11M -41,983 -37%
BW
122
Bison Wealth
Georgia
$3.64M +$610K +12,166 +20%
SFP
123
Shepherd Financial Partners
Massachusetts
$3.63M +$953K +18,992 +36%
VIM
124
Vista Investment Management
Pennsylvania
$3.54M +$303K +6,031 +9%
ASN
125
Advisory Services Network
Georgia
$3.53M +$2.79M +55,671 +383%
3 4
5
6 7

ICSH Hedge Fund Activity: Q1 2023 in Review

422 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q1 2023, worth a combined $4.72B — down 12% from $5.34B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of ICSH and 47 opened new positions — a net loss of 23 holders — while 188 trimmed existing stakes and 138 added.

The largest buyer was Summit Wealth Group, adding an estimated $247M. The largest seller was Gateway Advisory, cutting an estimated $172M.

  • 422 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q1 2023, down from 456 in Q4 2022.
  • Funds reported $4.72B of iShares Ultra Short Duration Bond Active ETF stock for Q1 2023, down 12% quarter-over-quarter.
  • 47 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q1 2023 and 70 closed out, a net change of -23 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $247M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q1 2023 was Gateway Advisory, an estimated $172M sold.

Based on aggregated 13F filings for Q1 2023.