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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
CPP
176
Capasso Planning Partners
South Carolina
$1.57M
Mariner
177
Mariner
Kansas
$1.57M +$980K +19,498 +166%
OSNBOA
178
Old Second National Bank of Aurora
Illinois
$1.53M -$13.1M -260,958 -90%
CA
179
Cetera Advisors
Colorado
$1.52M +$925K +18,409 +155%
BWFA
180
Baltimore-Washington Financial Advisors
Maryland
$1.48M
BA
181
Bristlecone Advisors
Washington
$1.47M -$56K -1,114 -4%
EWA
182
Encompass Wealth Advisors
Oregon
$1.42M -$2.01K -40 -0.1%
CCM
183
Crabel Capital Management
California
$1.4M -$3.05M -60,724 -69%
5L
184
55I LLC
Massachusetts
$1.4M +$104K +2,068 +8%
SCA
185
Sandy Cove Advisors
Massachusetts
$1.4M +$1.02M +20,262 +268%
KAS
186
Kestra Advisory Services
Texas
$1.39M -$611K -12,160 -31%
JWCA
187
J.W. Cole Advisors
Florida
$1.32M +$373K +7,420 +39%
RWA
188
RGT Wealth Advisors
Texas
$1.3M +$334K +6,654 +34%
CCWA
189
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M +$208K +4,141 +19%
HCP
190
Hexagon Capital Partners
Arkansas
$1.29M -$50.4K -1,003 -4%
NL
191
NVWM LLC
Pennsylvania
$1.28M +$109K +2,166 +9%
HCA
192
Harbour Capital Advisors
Virginia
$1.25M +$10.1K +200 +0.8%
ASN
193
Advisory Services Network
Georgia
$1.23M +$165K +3,284 +16%
SWM
194
SeaCrest Wealth Management
New York
$1.22M -$553 -11 -0%
UCFA
195
United Capital Financial Advisors
Texas
$1.21M -$31.8K -633 -3%
OWA
196
Octavia Wealth Advisors
Ohio
$1.2M -$214K -4,259 -15%
US Bancorp
197
US Bancorp
Minnesota
$1.18M +$600K +11,934 +103%
VAS
198
Valicenti Advisory Services
New York
$1.17M -$11.3K -224 -1%
BAAM
199
Baker Avenue Asset Management
California
$1.17M -$105K -2,090 -8%
RF
200
Resolute Financial
Massachusetts
$1.15M +$589K +11,713 +104%

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.