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iShares Ultra Short Duration Bond Active ETF

236 hedge funds and large institutions have $1.96B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 18

81% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 52

45% more capital invested

Capital invested by funds: $1.35B → $1.96B (+$605M)

26% more funds holding in top 10

Funds holding in top 10: 2329 (+6)

26% more funds holding

Funds holding: 188236 (+48)

2.06% less ownership

Funds ownership: 52.55%50.49% (-2.1%)

Holders
236
Holders Change
+48
Holders Change %
+25.53%
% of All Funds
4.84%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.59%
New
68
Increased
94
Reduced
52
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$323K +$322K +6,386 New
SG
177
StoneX Group
New York
$320K -$132K -2,618 -29%
BWA
178
BDO Wealth Advisors
Florida
$315K -$2.52K -50 -0.8%
CFIA
179
Cantor Fitzgerald Investment Advisors
New York
$303K
WT
180
Whittier Trust
California
$303K
Franklin Resources
181
Franklin Resources
California
$300K +$299K +5,930 New
BAAM
182
Baker Avenue Asset Management
California
$291K -$8.97K -178 -3%
CIBC World Market
183
CIBC World Market
Ontario, Canada
$286K -$579K -11,494 -67%
FAAS
184
First Allied Advisory Services
California
$284K +$283K +5,625 New
IWM
185
IHT Wealth Management
Illinois
$280K -$25K -496 -8%
TC
186
Telemus Capital
Michigan
$277K
FWM
187
Foresight Wealth Management
Utah
$273K +$45K +894 +20%
BAM
188
Belpointe Asset Management
Nevada
$268K +$267K +5,300 New
AP
189
Appleton Partners
Massachusetts
$268K +$267K +5,310 New
WCM
190
WealthBridge Capital Management
Ohio
$263K +$262K +5,200 New
CPIA
191
Cornell Pochily Investment Advisors
New York
$240K -$10.1K -200 -4%
CAN
192
Cetera Advisor Networks
California
$239K +$238K +4,730 New
KCM
193
Karp Capital Management
California
$237K +$237K +4,696 New
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$233K +$212K +4,214 +1,038%
LWS
195
Lucia Wealth Services
California
$222K
EH
196
Equitable Holdings
New York
$219K +$218K +4,330 New
SFP
197
Shepherd Financial Partners
Massachusetts
$215K -$1.18M -23,428 -85%
CPIG
198
Chicago Partners Investment Group
Illinois
$215K -$2.97K -59 -1%
5L
199
55I LLC
Massachusetts
$214K -$388K -7,700 -65%
AWM
200
AE Wealth Management
Kansas
$211K -$216K -4,289 -51%

ICSH Hedge Fund Activity: Q2 2020 in Review

236 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q2 2020, worth a combined $1.96B — up 45% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new ICSH positions and 18 closed out — a net gain of 50 holders — while 94 added to existing stakes and 52 trimmed.

The largest buyer was SVB Wealth, opening a new position worth an estimated $217M. The largest seller was Jane Street, cutting an estimated $67.7M.

  • 236 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q2 2020, up from 188 in Q1 2020.
  • Funds reported $1.96B of iShares Ultra Short Duration Bond Active ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 68 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q2 2020 and 18 closed out, a net change of +50 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q2 2020 was SVB Wealth, an estimated $217M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q2 2020 was Jane Street, an estimated $67.7M sold.

Based on aggregated 13F filings for Q2 2020.