iShares Ultra Short Duration Bond Active ETF
ICSH
164 hedge funds and large institutions have $1.19B invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 12 closing their positions.
375% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 12
74% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 31
32% more funds holding
Funds holding: 124 → 164 (+40)
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
16% more capital invested
Capital invested by funds: $1.02B → $1.19B (+$164M)
3.45% more ownership
Funds ownership: 48.24% → 51.7% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$245M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$29.9M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$25.5M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
-$115M |
| 2 |
Bank of New York Mellon
New York
|
-$34.4M |
| 3 |
OIM
Opus Investment Management
Worcester,
Massachusetts
|
-$25.2M |
| 4 |
BlackRock
New York
|
-$12.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.39M |
ICSH Hedge Fund Activity: Q4 2019 in Review
164 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q4 2019, worth a combined $1.19B — up 16% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new ICSH positions and 12 closed out — a net gain of 45 holders — while 54 added to existing stakes and 31 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $245M. The largest seller was Sand Hill Global Advisors, cutting an estimated $115M.
- 164 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q4 2019, up from 124 in Q3 2019.
- Funds reported $1.19B of iShares Ultra Short Duration Bond Active ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 57 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q4 2019 and 12 closed out, a net change of +45 holders.
- The largest iShares Ultra Short Duration Bond Active ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $245M added.
- The largest iShares Ultra Short Duration Bond Active ETF seller in Q4 2019 was Sand Hill Global Advisors, an estimated $115M sold.
Based on aggregated 13F filings for Q4 2019.