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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
HI
326
Harbour Investments
Wisconsin
$382K +$910 +18 +0.2%
OL
327
Optas LLC
Texas
$368K +$116K +2,300 +46%
CCM
328
Condor Capital Management
New Jersey
$361K +$9.6K +190 +3%
VCM
329
Violich Capital Management
California
$356K -$177K -3,500 -33%
WLIM
330
White Lighthouse Investment Management
Massachusetts
$353K
Ameriprise
331
Ameriprise
Minnesota
$352K +$38.8K +768 +12%
COCM
332
Charter Oak Capital Management
New Hampshire
$345K
FTS
333
Fifth Third Securities
Ohio
$342K +$343K +6,791 New
CPRC
334
Consolidated Portfolio Review Corp
New York
$340K
EWA
335
EP Wealth Advisors
California
$338K +$339K +6,702 New
AWM
336
Accurate Wealth Management
Florida
$337K -$2.73K -54 -0.8%
HFS
337
Hopwood Financial Services
Virginia
$335K +$336K +6,640 New
ZI
338
ZEGA Investments
Florida
$334K +$334K +6,602 New
AAM
339
Advisors Asset Management
Colorado
$334K -$113K -2,244 -25%
GP
340
Guardian Partners
Canada
$333K +$333K +6,595 New
LCGC
341
Legacy Capital Group California
California
$333K +$253 +5 +0.1%
FLPIM
342
F.L. Putnam Investment Management
Massachusetts
$323K -$49.9K -988 -13%
HCA
343
Heck Capital Advisors
Wisconsin
$318K -$24.8K -490 -7%
AA
344
Argent Advisors
Louisiana
$310K +$25.3K +501 +9%
AFO
345
Allie Family Office
Florida
$303K
BCI
346
Brinker Capital Investments
Pennsylvania
$299K -$157K -3,108 -34%
OPS
347
Orion Portfolio Solutions
Nebraska
$299K -$157K -3,108 -34%
Thrivent Financial for Lutherans
348
Thrivent Financial for Lutherans
Minnesota
$297K +$8.44K +167 +3%
TH
349
TCTC Holdings
Texas
$296K
FZCM
350
Flynn Zito Capital Management
New York
$295K -$85.3K -1,687 -22%

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.