iShares Ultra Short Duration Bond Active ETF
ICSH
102 hedge funds and large institutions have $611M invested in iShares Ultra Short Duration Bond Active ETF in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 12 closing their positions.
225% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 12
46% more capital invested
Capital invested by funds: $420M → $611M (+$191M)
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
36% more funds holding
Funds holding: 75 → 102 (+27)
25% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 24
15.3% more ownership
Funds ownership: 34.06% → 49.36% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Capital Advantage
Walnut Creek,
California
|
+$38.5M |
| 2 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$38.3M |
| 3 |
Bank of New York Mellon
New York
|
+$31.7M |
| 4 |
SFS
Searcy Financial Services
Overland Park,
Kansas
|
+$15.1M |
| 5 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$10.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.13M |
| 3 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
-$5.07M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$4.01M |
| 5 |
SIAS
Shine Investment Advisory Services
Lone Tree,
Colorado
|
-$3.53M |
ICSH Hedge Fund Activity: Q1 2019 in Review
102 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q1 2019, worth a combined $611M — up 46% from $420M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new ICSH positions and 12 closed out — a net gain of 27 holders — while 30 added to existing stakes and 24 trimmed.
The largest buyer was Capital Advantage, opening a new position worth an estimated $38.5M. The largest seller was MML Investors Services, cutting an estimated $10.3M.
- 102 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q1 2019, up from 75 in Q4 2018.
- Funds reported $611M of iShares Ultra Short Duration Bond Active ETF stock for Q1 2019, up 46% quarter-over-quarter.
- 39 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q1 2019 and 12 closed out, a net change of +27 holders.
- The largest iShares Ultra Short Duration Bond Active ETF buyer in Q1 2019 was Capital Advantage, an estimated $38.5M added.
- The largest iShares Ultra Short Duration Bond Active ETF seller in Q1 2019 was MML Investors Services, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2019.