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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
PHIC
276
Pine Haven Investment Counsel
Massachusetts
$586K +$41.4K +820 +8%
RRA
277
Round Rock Advisors
Connecticut
$586K +$227K +4,490 +63%
MHS
278
M Holdings Securities
Oregon
$580K +$581K +11,497 New
NCM
279
New Capital Management
Texas
$579K -$2.63K -52 -0.5%
CFA
280
Capstone Financial Advisors
Illinois
$576K +$3.79K +75 +0.7%
CFC
281
Coyle Financial Counsel
Illinois
$576K +$43.6K +862 +8%
RCG
282
Regatta Capital Group
California
$576K -$4.04K -80 -0.7%
PA
283
Prossimo Advisors
California
$571K
BOM
284
Bank of Marin
California
$568K +$30.1K +596 +6%
TFG
285
Tilson Financial Group
New Jersey
$568K
TPBG
286
Turning Point Benefit Group
Maryland
$562K +$563K +11,143 New
MSWMA
287
Market Street Wealth Management Advisors
Indiana
$553K +$13.7K +272 +3%
FIA
288
Foundations Investment Advisors
Arizona
$547K +$549K +10,856 New
RW
289
REDW Wealth
New Mexico
$546K -$117K -2,308 -18%
Franklin Resources
290
Franklin Resources
California
$542K +$37.7K +745 +7%
MWM
291
Mascoma Wealth Management
New Hampshire
$540K -$14.2K -281 -3%
CFO
292
CVA Family Office
Colorado
$536K +$537K +10,631 New
IPA
293
Investment Planning Advisors
Georgia
$524K -$52.3K -1,035 -9%
CCWA
294
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$510K +$511K +10,114 New
Citadel Advisors
295
Citadel Advisors
Florida
$509K -$10.7M -212,120 -95%
PJSIMP
296
P.J. Schmidt Investment Management (PJS)
Wisconsin
$507K +$12.2K +241 +2%
ACA
297
Aptus Capital Advisors
Alabama
$497K +$3.03K +60 +0.6%
PA
298
Probity Advisors
Texas
$492K
SFS
299
Searcy Financial Services
Kansas
$490K -$15.7K -310 -3%
CCA
300
Clearwater Capital Advisors
Illinois
$486K +$487K +9,644 New

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.