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iShares Ultra Short Duration Bond Active ETF

413 hedge funds and large institutions have $3.6B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 149 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 428413 (-15)

7.33% less ownership

Funds ownership: 71.61%64.28% (-7.3%)

17% less capital invested

Capital invested by funds: $4.35B → $3.6B (-$757M)

18% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 182

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

26% less funds holding in top 10

Funds holding in top 10: 3929 (-10)

Holders
413
Holders Change
-15
Holders Change %
-3.5%
% of All Funds
5.95%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.42%
New
33
Increased
149
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
Strata Wealth Advisors
Texas
$365K -$481K -9,540 -57%
RRA
302
Round Rock Advisors
Connecticut
$365K
AWM
303
Accurate Wealth Management
Florida
$362K -$24.7K -490 -6%
FWA
304
FOCUS Wealth Advisors
Texas
$361K
WLIM
305
White Lighthouse Investment Management
Massachusetts
$354K
COCM
306
Charter Oak Capital Management
New Hampshire
$346K
Ameriprise
307
Ameriprise
Minnesota
$346K -$229K -4,529 -40%
CGL
308
Clarius Group LLC
Washington
$345K +$63.8K +1,264 +23%
KFGK
309
Keystone Financial Group (Kentucky)
Kentucky
$344K +$2.07K +41 +0.6%
IGGA
310
Iron Gate Global Advisors
Utah
$331K -$1.65M -32,730 -83%
Koshinski Asset Management
311
Koshinski Asset Management
Illinois
$329K +$328K +6,500 New
AWS
312
Aspen Wealth Strategies
Colorado
$324K
VT
313
Vise Technologies
New York
$323K +$120K +2,384 +60%
MSWM
314
McGlone Suttner Wealth Management
Wisconsin
$319K -$106K -2,101 -25%
KNFPWM
315
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$318K -$47.9K -949 -13%
Comerica Bank
316
Comerica Bank
Texas
$317K -$56.4K -1,118 -15%
Empower Advisory Group
317
Empower Advisory Group
Colorado
$309K +$959 +19 +0.3%
HSWM
318
Hubbell Strickland Wealth Management
Louisiana
$304K +$858 +17 +0.3%
ARG
319
Advisory Resource Group
Oklahoma
$299K -$299K -5,931 -50%
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$298K -$171K -3,388 -37%
NFSG
321
Newbridge Financial Services Group
Florida
$287K -$15.9K -315 -5%
AAM
322
Advisors Asset Management
Colorado
$282K +$101K +2,001 +56%
HI
323
Harbour Investments
Wisconsin
$281K -$149K -2,961 -35%
LFA
324
LGT Financial Advisors
Texas
$280K -$690K -13,664 -71%
PA
325
Pinnacle Associates
New York
$278K -$89.6K -1,775 -24%

ICSH Hedge Fund Activity: Q1 2024 in Review

413 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q1 2024, worth a combined $3.6B — down 17% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ICSH and 33 opened new positions — a net loss of 11 holders — while 182 trimmed existing stakes and 149 added.

The largest buyer was Mariner, adding an estimated $70.8M. The largest seller was SignatureFD, cutting an estimated $262M.

  • 413 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q1 2024, down from 428 in Q4 2023.
  • Funds reported $3.6B of iShares Ultra Short Duration Bond Active ETF stock for Q1 2024, down 17% quarter-over-quarter.
  • 33 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q1 2024 and 44 closed out, a net change of -11 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q1 2024 was Mariner, an estimated $70.8M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q1 2024 was SignatureFD, an estimated $262M sold.

Based on aggregated 13F filings for Q1 2024.