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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
TFGT
201
TS Financial Group (TSFG)
Illinois
$1.13M
HFA
202
HC Financial Advisors
California
$1.09M -$76.2K -1,515 -6%
MA
203
Mutual Advisors
Nebraska
$1.09M +$351K +6,980 +47%
RWI
204
Red Wave Investments
Pennsylvania
$1.05M +$377K +7,498 +56%
MWM
205
Mattern Wealth Management
Kansas
$1.02M -$2.59M -51,555 -72%
LIM
206
Leavell Investment Management
Alabama
$1.01M +$136K +2,700 +15%
WMG
207
WESCAP Management Group
California
$1.01M +$1.01M +20,089 New
AWM
208
AE Wealth Management
Kansas
$1M -$345K -6,865 -26%
TCM
209
Tradewinds Capital Management
Washington
$997K +$999K +19,874 New
HT
210
Heritage Trust
Oklahoma
$995K
CAN
211
Cetera Advisor Networks
California
$992K +$437K +8,687 +78%
QPWM
212
Quadrant Private Wealth Management
Pennsylvania
$978K +$463K +9,211 +89%
MWM
213
Maltin Wealth Management
New Jersey
$971K -$750K -14,915 -44%
LIG
214
Lokken Investment Group
Delaware
$935K +$939K +18,673 New
PA
215
PFG Advisors
Arizona
$929K -$121K -2,406 -11%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$886K -$144K -2,872 -14%
SEP
217
Southland Equity Partners
Missouri
$878K +$4.62K +92 +0.5%
HWM
218
Howard Wealth Management
Connecticut
$872K -$41.2K -819 -4%
BWS
219
BCR Wealth Strategies
Alabama
$866K -$73.7K -1,466 -8%
EIA
220
Eldridge Investment Advisors
New Hampshire
$840K -$1.88M -37,501 -69%
WWM
221
Windsor Wealth Management
Indiana
$823K +$256K +5,097 +45%
JIP
222
Jaffetilchin Investment Partners
Florida
$807K +$809K +16,098 New
AF
223
Advisornet Financial
Minnesota
$783K +$50.6K +1,006 +7%
TCMP
224
Thrive Capital Management (Pennsylvania)
Pennsylvania
$766K -$596K -11,848 -44%
VA
225
Valmark Advisers
Ohio
$752K +$125K +2,495 +20%

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.