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iShares Ultra Short Duration Bond Active ETF
ICSH

456 hedge funds and large institutions have $5.34B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 32

11% more funds holding

Funds holding: 411 → 456 (+45)

6% more capital invested

Capital invested by funds: $5.03B → $5.34B (+$316M)

7% less funds holding in top 10

Funds holding in top 10: 45 → 42 (-3)

10.48% less ownership

Funds ownership: 85.95% → 75.47% (-10%)

30% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 193

Holders
456
Holders Change
+45
Holders Change %
+10.95%
% of All Funds
7.33%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
90
Increased
135
Reduced
193
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$134M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$76.4M
3
UBS Group
UBS Group
Switzerland
+$38.8M
4
CCA
Clearwater Capital Advisors
Illinois
+$36.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$89.3M
2
MCM
MV Capital Management
Maryland
-$33.7M
3
Jane Street
Jane Street
New York
-$28.8M
4
FDCC
Foster Dykema Cabot & Co
Massachusetts
-$27.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$22.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWIA
151
Roger Wittlin Investment Advisory
California
$3.04M +$2.91M +58,239 +2,353%
CM
152
Cornerstone Management
Georgia
$3.04M +$45.1K +903 +2%
BW
153
Bison Wealth
Georgia
$3.03M +$1.47M +29,515 +96%
VF
154
Vista Finance
Missouri
$3.03M -$155K -3,095 -5%
JWA
155
JFS Wealth Advisors
Pennsylvania
$3M – – –
EBA
156
Eagle Bay Advisors
New York
$2.98M -$3.33M -66,693 -53%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$2.79M +$2.79M +55,776 New
AP
158
Atwood & Palmer
Missouri
$2.79M +$436K +8,725 +19%
CWM
159
Cahaba Wealth Management
Georgia
$2.78M -$173K -3,463 -6%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$2.75M +$2.75M +54,995 New
SFP
161
Shepherd Financial Partners
Massachusetts
$2.66M +$715K +14,311 +37%
AWM
162
Avaii Wealth Management
Wisconsin
$2.62M +$78.1K +1,562 +3%
FTUS
163
Flow Traders U.S.
New York
$2.52M +$2.52M +50,386 New
SSWM
164
Sheets Smith Wealth Management
North Carolina
$2.52M -$1.45M -29,043 -37%
IFO
165
Intrepid Family Office
Florida
$2.5M +$2.5M +50,000 New
RF
166
Resolute Financial
Massachusetts
$2.46M +$835K +16,712 +51%
FC
167
Fusion Capital
South Carolina
$2.44M -$567K -11,353 -19%
TC
168
TownSquare Capital
Utah
$2.4M +$2.39M +47,884 New
JWM
169
Jackson Wealth Management
Florida
$2.37M +$2.37M +47,351 New
ZA
170
Zazove Associates
Nevada
$2.34M +$2.34M +46,846 New
ACM
171
Absolute Capital Management
Pennsylvania
$2.32M +$20.6K +413 +0.9%
KAS
172
Kestra Advisory Services
Texas
$2.3M +$29.7K +594 +1%
KWM
173
Kingsview Wealth Management
Oregon
$2.29M -$480K -9,597 -17%
ISWM
174
Independent Solutions Wealth Management
New York
$2.29M -$171K -3,416 -7%
PFO
175
Pathstone Family Office
New Jersey
$2.29M -$126K -2,524 -5%
5 6
7
8 9

ICSH Hedge Fund Activity: Q4 2022 in Review

456 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q4 2022, worth a combined $5.34B — up 6.3% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ICSH positions and 32 closed out — a net gain of 58 holders — while 135 added to existing stakes and 193 trimmed.

The largest buyer was BlackRock, adding an estimated $134M. The largest seller was Bank of America, cutting an estimated $89.3M.

  • 456 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q4 2022, up from 411 in Q3 2022.
  • Funds reported $5.34B of iShares Ultra Short Duration Bond Active ETF stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 90 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q4 2022 and 32 closed out, a net change of +58 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q4 2022 was BlackRock, an estimated $134M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q4 2022 was Bank of America, an estimated $89.3M sold.

Based on aggregated 13F filings for Q4 2022.