We are live on ! Find out more
ICSH icon

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
KWM
126
Kingsview Wealth Management
Oregon
$3.06M -$8.04K -160 -0.3%
TC
127
TAGStone Capital
North Carolina
$3.01M +$1.14M +22,698 +61%
SWM
128
Sugarloaf Wealth Management
Georgia
$3M +$11.1K +220 +0.4%
AWMS
129
Advocacy Wealth Management Services
Georgia
$2.89M -$849K -16,886 -23%
PCIA
130
Prime Capital Investment Advisors
Kansas
$2.87M -$2.56M -50,856 -47%
ISWM
131
Independent Solutions Wealth Management
New York
$2.8M -$222K -4,421 -7%
CM
132
Cornerstone Management
Georgia
$2.79M
TWC
133
TD Waterhouse Canada
Ontario, Canada
$2.78M +$1.8M +35,733 +235%
Citigroup
134
Citigroup
New York
$2.76M +$1.37M +27,157 +98%
SCP
135
Seizert Capital Partners
Michigan
$2.68M
AWM
136
Aprio Wealth Management
Georgia
$2.68M -$1.83M -36,472 -41%
SB
137
Strategic Blueprint
Georgia
$2.63M -$217K -4,321 -8%
PWA
138
Physician Wealth Advisors
Utah
$2.63M +$500K +9,938 +23%
SFP
139
Shepherd Financial Partners
Massachusetts
$2.58M -$55K -1,094 -2%
GC
140
Grimes & Company
Massachusetts
$2.48M
CSWG
141
Cardinal Strategic Wealth Guidance
Kentucky
$2.46M +$2.47M +49,044 New
CCB
142
Country Club Bank
Missouri
$2.41M +$2.42M +48,151 New
CWM
143
Connecticut Wealth Management
Connecticut
$2.36M -$577K -11,489 -20%
LHEI
144
Leo H. Evart Inc
California
$2.36M +$230K +4,569 +11%
PWM
145
Perigon Wealth Management
California
$2.34M +$816K +16,243 +54%
RPGK
146
Retirement Planning Group (Kansas)
Kansas
$2.33M -$1.08M -21,549 -32%
OCPWS
147
One Charles Private Wealth Services
Massachusetts
$2.32M -$343K -6,831 -13%
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$2.25M -$379K -7,531 -14%
VFIC
149
Valley Forge Investment Consultants
Pennsylvania
$2.25M +$845K +16,808 +60%
ZF
150
Zhang Financial
Michigan
$2.23M +$183K +3,648 +9%

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.