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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
OSNBOA
351
Old Second National Bank of Aurora
Illinois
$292K -$176K -3,474 -37%
NAS
352
Nicolet Advisory Services
Wisconsin
$292K +$293K +5,791 New
VT
353
Vise Technologies
New York
$292K -$21.4K -423 -7%
SPAS
354
Spectrum Planning & Advisory Services
California
$288K +$40.7K +806 +16%
AWS
355
Aspen Wealth Strategies
Colorado
$287K -$7.93K -157 -3%
SWP
356
Strategic Wealth Partners
Ohio
$286K -$4.28M -84,608 -94%
NFSG
357
Newbridge Financial Services Group
Florida
$284K -$48.5K -960 -15%
ISWM
358
Independent Solutions Wealth Management
New York
$275K -$1.54M -30,399 -85%
BRWA
359
B. Riley Wealth Advisors
Florida
$274K -$18.7K -370 -6%
BCA
360
Bay Colony Advisors
Massachusetts
$273K +$274K +5,423 New
Empower Advisory Group
361
Empower Advisory Group
Colorado
$273K +$66K +1,306 +32%
CM
362
Cornerstone Management
Georgia
$272K -$3.87M -76,616 -93%
LWA
363
Lifelong Wealth Advisors
Minnesota
$271K +$272K +5,380 New
YIA
364
YHB Investment Advisors
Connecticut
$271K -$295K -5,833 -52%
SRC
365
Sage Rhino Capital
California
$270K -$21.4K -424 -7%
SAG
366
SageView Advisory Group
California
$265K -$57.8K -1,143 -18%
EWA
367
Encompass Wealth Advisors
Oregon
$261K -$30.3K -600 -10%
RF
368
Rossby Financial
Florida
$261K +$261K +5,171 New
HAG
369
HF Advisory Group
Maryland
$260K -$17.6K -348 -6%
Pathstone Holdings
370
Pathstone Holdings
New Jersey
$257K -$196K -3,883 -43%
Comerica Bank
371
Comerica Bank
Texas
$256K -$21.7K -430 -8%
NG
372
Norden Group
Utah
$255K -$38.1K -754 -13%
LPFG
373
Landing Point Financial Group
Ohio
$254K +$254K +5,022 New
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$252K
LI
375
LMCG Investments
Massachusetts
$252K +$253K +5,000 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.