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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
WCG
201
Weaver Consulting Group
California
$210K
MFG
202
Merit Financial Group
Georgia
$205K -$343K -6,803 -63%
EWM
203
Elmwood Wealth Management
California
$202K
EDRH
204
Edmond de Rothschild Holding
Switzerland
$202K +$202K +4,000 New
FAM
205
Formidable Asset Management
Ohio
$200K +$199K +3,960 New
CFGS
206
Concourse Financial Group Securities
Alabama
$197K +$196K +3,895 New
MIFH
207
Migdal Insurance & Financial Holdings
Israel
$168K +$168K +3,330 New
William Blair & Company
208
William Blair & Company
Illinois
$137K
AF
209
Advisornet Financial
Minnesota
$120K +$2.97K +59 +3%
GRP
210
Global Retirement Partners
California
$104K -$4.89K -97 -4%
Wells Fargo
211
Wells Fargo
California
$99K +$52.1K +1,035 +112%
MHR
212
Matthew Hamilton Rosenberg
$93K +$92.3K +1,832 New
KOCAA
213
Knights of Columbus Asset Advisors
Connecticut
$79K +$39.2K +778 +100%
BWA
214
Burt Wealth Advisors
Maryland
$76K
GWM
215
Geneos Wealth Management
Colorado
$66K +$66.1K +1,312 New
RBC
216
Roble Belko & Company
Pennsylvania
$61K
PB
217
Pinnacle Bancorp
Nebraska
$57K +$9.67K +192 +20%
LFG
218
LifePlan Financial Group
Ohio
$54K
CWC
219
Carolinas Wealth Consulting
North Carolina
$54K +$53.7K +1,066 New
LS
220
Leelyn Smith
Illinois
$53K -$99K -1,966 -65%
CAL
221
Capital Advisors Ltd
Ohio
$50K -$124K -2,463 -71%
MWC
222
MBM Wealth Consultants
Missouri
$50K +$49.9K +990 New
AIC
223
Archer Investment Corporation
Indiana
$34.9K
FRA
224
Front Row Advisors
California
$28K +$25.2K +500 +1,000%
AWA
225
Arkadios Wealth Advisors
Georgia
$25.3K +$20.1K +400 +400%

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.