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iShares Ultra Short Duration Bond Active ETF

414 hedge funds and large institutions have $4.68B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 3045 (+15)

17% more capital invested

Capital invested by funds: $4.01B → $4.68B (+$676M)

12% more funds holding

Funds holding: 369414 (+45)

11.47% more ownership

Funds ownership: 68.23%79.7% (+11%)

5% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 139

Holders
414
Holders Change
+45
Holders Change %
+12.2%
% of All Funds
6.97%
Holding in Top 10
45
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+50%
% of All Funds
0.76%
New
82
Increased
132
Reduced
139
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
201
BCGM Wealth Management
Indiana
$1.37M -$326K -6,515 -19%
PG
202
Proffitt & Goodson
Tennessee
$1.36M +$1M +20,023 +279%
Allianz Asset Management
203
Allianz Asset Management
Germany
$1.36M +$1.36M +27,140 New
MTWM
204
Masso Torrence Wealth Management
New Jersey
$1.35M +$813K +16,235 +151%
SCA
205
Sandy Cove Advisors
Massachusetts
$1.34M -$54.3K -1,085 -4%
UCFA
206
United Capital Financial Advisors
Texas
$1.32M +$114K +2,286 +9%
CA
207
Cetera Advisors
Colorado
$1.32M -$194K -3,878 -13%
CCM
208
Condor Capital Management
New Jersey
$1.3M -$2.08M -41,601 -62%
PWM
209
Perigon Wealth Management
California
$1.28M -$1.05M -21,005 -45%
SCP
210
Syntal Capital Partners
Texas
$1.27M -$417K -8,334 -25%
HCP
211
Hexagon Capital Partners
Arkansas
$1.26M -$31.7K -632 -2%
PFO
212
Pathstone Family Office
New Jersey
$1.24M +$1.24M +24,681 New
LIM
213
Leavell Investment Management
Alabama
$1.23M +$214K +4,276 +21%
EWA
214
Encompass Wealth Advisors
Oregon
$1.22M -$192K -3,840 -14%
WPW
215
Waldron Private Wealth
Pennsylvania
$1.19M -$4.61M -92,093 -79%
US Bancorp
216
US Bancorp
Minnesota
$1.18M
ASN
217
Advisory Services Network
Georgia
$1.15M -$70.8K -1,414 -6%
LIG
218
Lokken Investment Group
Delaware
$1.15M +$214K +4,265 +23%
OSNBOA
219
Old Second National Bank of Aurora
Illinois
$1.14M -$388K -7,746 -25%
CFA
220
Capstone Financial Advisors
Illinois
$1.14M -$722K -14,415 -39%
BWS
221
BCR Wealth Strategies
Alabama
$1.14M +$274K +5,474 +32%
TFGT
222
TS Financial Group (TSFG)
Illinois
$1.13M
SWM
223
SeaCrest Wealth Management
New York
$1.1M -$120K -2,403 -10%
QPWM
224
Quadrant Private Wealth Management
Pennsylvania
$1.1M +$120K +2,402 +12%
MCA
225
Maryland Capital Advisors
Maryland
$1.09M -$575K -11,489 -34%

ICSH Hedge Fund Activity: Q2 2022 in Review

414 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q2 2022, worth a combined $4.68B — up 17% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ICSH positions and 35 closed out — a net gain of 47 holders — while 132 added to existing stakes and 139 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Sun Life Financial, exiting entirely with an estimated $172M sold.

  • 414 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q2 2022, up from 369 in Q1 2022.
  • Funds reported $4.68B of iShares Ultra Short Duration Bond Active ETF stock for Q2 2022, up 17% quarter-over-quarter.
  • 82 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q2 2022 and 35 closed out, a net change of +47 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q2 2022 was Royal Bank of Canada, an estimated $189M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q2 2022 was Sun Life Financial, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2022.