iShares Ultra Short Duration Bond Active ETF
ICSH
410 hedge funds and large institutions have $4.58B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 140 increasing their positions, 175 reducing their positions, and 50 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 31 → 35 (+4)
1.51% more ownership
Funds ownership: 73.05% → 74.56% (+1.5%)
3% less capital invested
Capital invested by funds: $4.73B → $4.58B (-$150M)
3% less funds holding
Funds holding: 422 → 410 (-12)
14% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 50
20% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$81.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.2M |
| 3 |
CG
Cynosure Group
Salt Lake City,
Utah
|
+$17.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16.4M |
| 5 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$166M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$75M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$22.9M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$16.5M |
| 5 |
TWP
Tempus Wealth Planning
Irvine,
California
|
-$15.5M |
ICSH Hedge Fund Activity: Q2 2023 in Review
410 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q2 2023, worth a combined $4.58B — down 3.2% from $4.73B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of ICSH and 43 opened new positions — a net loss of 7 holders — while 175 trimmed existing stakes and 140 added.
The largest buyer was Cerity Partners, adding an estimated $81.8M. The largest seller was SVB Wealth, cutting an estimated $166M.
- 410 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q2 2023, down from 422 in Q1 2023.
- Funds reported $4.58B of iShares Ultra Short Duration Bond Active ETF stock for Q2 2023, down 3.2% quarter-over-quarter.
- 43 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q2 2023 and 50 closed out, a net change of -7 holders.
- The largest iShares Ultra Short Duration Bond Active ETF buyer in Q2 2023 was Cerity Partners, an estimated $81.8M added.
- The largest iShares Ultra Short Duration Bond Active ETF seller in Q2 2023 was SVB Wealth, an estimated $166M sold.
Based on aggregated 13F filings for Q2 2023.