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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
NFG
301
Nations Financial Group
Iowa
$474K -$163K -3,224 -26%
LIM
302
Leavell Investment Management
Alabama
$466K +$2.98K +59 +0.6%
CL
303
Choreo LLC
Illinois
$463K -$8.95K -177 -2%
QPWM
304
Quadrant Private Wealth Management
Pennsylvania
$458K -$3.23K -64 -0.7%
EAM
305
Everstar Asset Management
North Carolina
$458K -$25.3K -500 -5%
MCM
306
MAI Capital Management
Ohio
$451K +$452K +8,953 New
LEFP
307
Leading Edge Financial Planning
Tennessee
$451K -$207K -4,089 -31%
NIA
308
NIA Impact Advisors
California
$451K
BAAM
309
Baker Avenue Asset Management
California
$451K +$452K +8,935 New
CWM
310
Copia Wealth Management
Oregon
$451K +$452K +8,935 New
NF
311
Nvest Financial
New Hampshire
$449K +$450K +8,900 New
SB
312
Strategic Blueprint
Georgia
$443K -$32.7K -647 -7%
AWM
313
Alterna Wealth Management
Texas
$437K
SWM
314
Sugarloaf Wealth Management
Georgia
$436K +$151K +2,989 +53%
FA
315
Fortis Advisors
Pennsylvania
$427K +$7.13K +141 +2%
William Blair & Company
316
William Blair & Company
Illinois
$421K -$10K -198 -2%
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$417K -$5.25M -103,976 -93%
NAS
318
NWF Advisory Services
California
$406K +$407K +8,053 New
AIA
319
Accelerate Investment Advisors
California
$405K +$58.5K +1,158 +17%
WAM
320
WNY Asset Management
New York
$400K -$174K -3,449 -30%
EH
321
Equitable Holdings
New York
$400K +$45.7K +904 +13%
Kovitz Investment Group Partners
322
Kovitz Investment Group Partners
Illinois
$393K
EE
323
EWG Elevate
California
$388K +$52.8K +1,044 +16%
SWM
324
Spire Wealth Management
Virginia
$386K +$2.58K +51 +0.7%
AIMC
325
Alley Investment Management Company
Illinois
$383K -$1.11K -22 -0.3%

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.