We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF

462 hedge funds and large institutions have $3.34B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 163 increasing their positions, 163 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

13% more funds holding in top 10

Funds holding in top 10: 2427 (+3)

11% more funds holding

Funds holding: 415462 (+47)

3% more capital invested

Capital invested by funds: $3.25B → $3.34B (+$99.1M)

0% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 163

3.79% less ownership

Funds ownership: 58.82%55.03% (-3.8%)

Holders
462
Holders Change
+47
Holders Change %
+11.33%
% of All Funds
6.09%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
80
Increased
163
Reduced
163
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
226
Matrix Trust Company
Colorado
$956K -$156K -3,086 -14%
CA
227
CGN Advisors
Kansas
$953K +$69.2K +1,369 +8%
WCP
228
Wick Capital Partners
Pennsylvania
$935K +$118K +2,332 +14%
PAS
229
Park Avenue Securities
New York
$912K -$284K -5,618 -24%
JIP
230
Jaffetilchin Investment Partners
Florida
$911K -$121K -2,398 -12%
AFP
231
Alpha Financial Partners
Kentucky
$901K +$903K +17,871 New
CCB
232
Country Club Bank
Missouri
$899K -$2.8M -55,395 -76%
ACM
233
Alpha Capital Management
Texas
$889K +$272K +5,375 +44%
Jones Financial Companies
234
Jones Financial Companies
Missouri
$879K +$426K +8,425 +94%
JBA
235
Johnson Bixby & Associates
Washington
$874K +$876K +17,337 New
BA
236
Bristlecone Advisors
Washington
$874K
GS
237
GTS Securities
New York
$858K +$860K +17,023 New
RIA
238
Regal Investment Advisors
Michigan
$848K -$11.5K -228 -1%
CFG
239
Clayton Financial Group
Missouri
$840K +$28.6K +566 +4%
NW
240
NewEdge Wealth
Pennsylvania
$837K -$485K -9,600 -37%
Wealthfront Advisers
241
Wealthfront Advisers
California
$825K +$84.5K +1,671 +11%
WMG
242
WESCAP Management Group
California
$812K -$15.1K -298 -2%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$808K -$165K -3,266 -17%
TWC
244
TD Waterhouse Canada
Ontario, Canada
$807K +$556K +11,000 +220%
MIS
245
Morningstar Investment Services
Illinois
$796K -$15.2M -300,832 -95%
BWM
246
Bulltick Wealth Management
Florida
$789K -$9.49M -187,779 -92%
AWM
247
Aprio Wealth Management
Georgia
$788K -$148K -2,920 -16%
TFGT
248
TS Financial Group (TSFG)
Illinois
$772K -$37.1K -735 -5%
CNBT
249
Canandaigua National Bank & Trust
New York
$767K -$50K -990 -6%
CMP
250
Courage Miller Partners
Virginia
$767K

ICSH Hedge Fund Activity: Q4 2024 in Review

462 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q4 2024, worth a combined $3.34B — up 3.1% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ICSH positions and 23 closed out — a net gain of 57 holders — while 163 added to existing stakes and 163 trimmed.

The largest buyer was Foster Dykema Cabot & Partners, adding an estimated $68M. The largest seller was Fidelity Investments, cutting an estimated $248M.

  • 462 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q4 2024, up from 415 in Q3 2024.
  • Funds reported $3.34B of iShares Ultra Short Duration Bond Active ETF stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 80 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q4 2024 and 23 closed out, a net change of +57 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q4 2024 was Foster Dykema Cabot & Partners, an estimated $68M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q4 2024 was Fidelity Investments, an estimated $248M sold.

Based on aggregated 13F filings for Q4 2024.