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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
CA
251
Clune & Associates
Illinois
$745K +$747K +14,780 New
IWC
252
Integrated Wealth Concepts
Massachusetts
$742K +$744K +14,722 New
HCP
253
Hexagon Capital Partners
Arkansas
$734K -$21.2K -420 -3%
WFA
254
Wells Financial Advisors
Massachusetts
$723K -$19K -376 -3%
RWIA
255
Roger Wittlin Investment Advisory
California
$718K -$575K -11,381 -44%
RWI
256
Red Wave Investments
Pennsylvania
$698K
EWA
257
Elevate Wealth Advisory
Georgia
$696K +$37.3K +738 +6%
AP
258
Atwood & Palmer
Missouri
$695K -$25.3K -500 -4%
Betterment LLC
259
Betterment LLC
New York
$692K -$478K -9,466 -41%
OWA
260
Octavia Wealth Advisors
Ohio
$679K -$13K -258 -2%
ONSWM
261
Old North State Wealth Management
North Carolina
$661K +$42.9K +848 +7%
CFS
262
CGC Financial Services
Oregon
$655K +$12.4K +246 +2%
SEP
263
Southland Equity Partners
Missouri
$647K +$25.3K +500 +4%
EAM
264
Evanson Asset Management
California
$640K
PCFFS
265
Pacific Center for Financial Services
California
$639K -$241K -4,765 -27%
HF
266
HRT Financial
New York
$632K -$809K -16,010 -56%
WANY
267
Wealthspire Advisors (New York)
New York
$631K -$34.8K -689 -5%
CAC
268
Certified Advisory Corp
Florida
$619K -$69.9K -1,383 -10%
MCA
269
Maryland Capital Advisors
Maryland
$616K
JCIA
270
Jackson Creek Investment Advisors
Colorado
$612K +$613K +12,139 New
BPA
271
Beacon Pointe Advisors
California
$610K +$358K +7,080 +141%
SFG
272
SevenBridge Financial Group
Pennsylvania
$603K
SCA
273
Sandy Cove Advisors
Massachusetts
$600K +$6.77K +134 +1%
VP
274
Verum Partners
North Carolina
$595K -$172K -3,396 -22%
AGA
275
Arkos Global Advisors
Texas
$591K

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.