We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF

456 hedge funds and large institutions have $5.34B invested in iShares Ultra Short Duration Bond Active ETF in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 135 increasing their positions, 193 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 32

11% more funds holding

Funds holding: 411456 (+45)

6% more capital invested

Capital invested by funds: $5.03B → $5.34B (+$316M)

7% less funds holding in top 10

Funds holding in top 10: 4542 (-3)

10.48% less ownership

Funds ownership: 85.95%75.47% (-10%)

30% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 193

Holders
456
Holders Change
+45
Holders Change %
+10.95%
% of All Funds
7.33%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
90
Increased
135
Reduced
193
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$732M +$34.8M +695,919 +5%
Bank of America
2
Bank of America
North Carolina
$559M -$89.3M -1,788,018 -14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$541M +$76.4M +1,528,222 +16%
SW
4
SVB Wealth
Massachusetts
$371M -$374K -7,492 -0.1%
BlackRock
5
BlackRock
New York
$302M +$134M +2,684,984 +80%
S
6
SignatureFD
Georgia
$259M +$16.6M +332,671 +7%
UBS Group
7
UBS Group
Switzerland
$211M +$38.8M +775,637 +23%
GA
8
Gateway Advisory
New Jersey
$173M +$8.51M +170,323 +5%
Corient Private Wealth
9
Corient Private Wealth
Florida
$157M +$156M +3,131,598 New
RJA
10
Raymond James & Associates
Florida
$64.3M -$2.43M -48,666 -4%
LPL Financial
11
LPL Financial
California
$62M +$29.9M +598,012 +93%
BWM
12
Baystate Wealth Management
Massachusetts
$56.5M -$578K -11,562 -1%
BF
13
BOK Financial
Oklahoma
$51.7M -$5.79M -115,944 -10%
CA
14
Capital Advantage
California
$47.6M +$78.8K +1,577 +0.2%
CWM
15
Congress Wealth Management
Massachusetts
$47.5M +$28.4M +569,272 +150%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$44.7M +$8.96M +179,269 +25%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$42.4M +$8.8M +176,124 +26%
AA
18
Acorns Advisers
California
$42.2M +$1.11M +22,296 +3%
MML Investors Services
19
MML Investors Services
Massachusetts
$41.9M +$6.38M +127,691 +18%
CCA
20
Clearwater Capital Advisors
Illinois
$41.3M +$36.1M +721,569 +699%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$36.8M -$3.2M -63,948 -8%
DCM
22
Donaldson Capital Management
Indiana
$36.2M +$9.96M +199,312 +38%
WAG
23
Winthrop Advisory Group
Massachusetts
$33.6M +$612K +12,251 +2%
FDCC
24
Foster Dykema Cabot & Co
Massachusetts
$32.2M -$27.8M -555,957 -46%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$30.7M -$5.7M -114,091 -16%

ICSH Hedge Fund Activity: Q4 2022 in Review

456 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q4 2022, worth a combined $5.34B — up 6.3% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ICSH positions and 32 closed out — a net gain of 58 holders — while 135 added to existing stakes and 193 trimmed.

The largest buyer was BlackRock, adding an estimated $134M. The largest seller was Bank of America, cutting an estimated $89.3M.

  • 456 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q4 2022, up from 411 in Q3 2022.
  • Funds reported $5.34B of iShares Ultra Short Duration Bond Active ETF stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 90 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q4 2022 and 32 closed out, a net change of +58 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q4 2022 was BlackRock, an estimated $134M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q4 2022 was Bank of America, an estimated $89.3M sold.

Based on aggregated 13F filings for Q4 2022.