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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
Creative Planning
151
Creative Planning
Kansas
$2.21M +$2.21M +44,062 New
FA
152
Fortis Advisors
Pennsylvania
$2.21M +$188K +3,746 +9%
FCH
153
Freestone Capital Holdings
Washington
$2.2M +$2.21M +43,945 New
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$2.2M +$222K +4,410 +11%
BRWM
155
B. Riley Wealth Management
Tennessee
$2.16M +$2.16M +43,000 New
HC
156
Hamilton Capital
Ohio
$2.15M +$2.15M +42,815 New
BOH
157
Bank of Hawaii
Hawaii
$2.11M +$626K +12,448 +42%
SWA
158
Stratos Wealth Advisors
Ohio
$2.1M -$149K -2,956 -7%
William Blair & Company
159
William Blair & Company
Illinois
$2.01M -$12.1K -240 -0.6%
BWL
160
Bogart Wealth LLC
Virginia
$2.01M -$3.47K -69 -0.2%
CFC
161
Client First Capital
California
$2.01M
CSPAM
162
Cary Street Partners Asset Management
Virginia
$1.98M -$69.8K -1,388 -3%
CFA
163
Capstone Financial Advisors
Illinois
$1.86M -$55.5K -1,104 -3%
AC
164
Applied Capital
Arkansas
$1.85M -$139K -2,772 -7%
GC
165
Gratus Capital
Georgia
$1.71M +$1.72M +34,133 New
BWM
166
BCGM Wealth Management
Indiana
$1.7M +$52.3K +1,040 +3%
SCP
167
Syntal Capital Partners
Texas
$1.69M +$66.5K +1,323 +4%
AWM
168
Altus Wealth Management
Kentucky
$1.68M -$73K -1,453 -4%
MCA
169
Maryland Capital Advisors
Maryland
$1.67M -$653 -13 -0%
MCC
170
Money Concepts Capital
Florida
$1.66M +$416K +8,278 +33%
IA
171
IFP Advisors
Florida
$1.63M +$1.15M +22,880 +237%
NFG
172
Nations Financial Group
Iowa
$1.61M +$1.61M +32,020 New
BWM
173
Birchcreek Wealth Management
Ohio
$1.58M -$154K -3,057 -9%
EVM
174
Eaton Vance Management
Massachusetts
$1.57M -$1.71M -33,960 -52%
NA
175
NewEdge Advisors
Louisiana
$1.57M -$201K -4,006 -11%

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.