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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
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$248K -$46.2K -914 -16%
MCM
377
M1 Capital Management
Michigan
$238K +$239K +4,729 New
CWL
378
Causey Wealth LLC
Colorado
$238K +$239K +4,725 New
HIMC
379
Heritage Investors Management Corp
Maryland
$237K +$237K +4,699 New
EBA
380
Eagle Bay Advisors
New York
$235K
BIA
381
Bell Investment Advisors
California
$234K -$350K -6,919 -60%
AG
382
AmeriFlex Group
Nevada
$230K +$230K +4,550 New
CAMG
383
CWA Asset Management Group
Florida
$229K +$230K +4,550 New
MSWM
384
McGlone Suttner Wealth Management
Wisconsin
$228K -$35.1K -694 -13%
HWM
385
HB Wealth Management
Georgia
$228K -$187K -3,695 -45%
UAG
386
United Advisor Group
Ohio
$222K +$223K +4,407 New
AssetMark Inc
387
AssetMark Inc
California
$221K +$110K +2,167 +98%
CIBC Private Wealth Group
388
CIBC Private Wealth Group
Georgia
$220K -$167K -3,304 -43%
NL
389
NWAM LLC
Washington
$220K +$5.76K +114 +3%
CGL
390
Clarius Group LLC
Washington
$218K
BF
391
Blankinship & Foster
California
$218K
FPAS
392
Focus Partners Advisor Solutions
Missouri
$217K -$708 -14 -0.3%
DWM
393
Dopkins Wealth Management
New York
$217K
PAA
394
Peregrine Asset Advisers
Oregon
$216K
AA
395
Armis Advisers
Georgia
$209K +$209K +4,140 New
SCA
396
Snowden Capital Advisors
New York
$205K +$3.34K +66 +2%
FFS
397
Flavin Financial Services
Florida
$204K +$204K +4,042 New
SWM
398
SeaCrest Wealth Management
New York
$203K
KFGK
399
Keystone Financial Group (Kentucky)
Kentucky
$202K -$60.1K -1,190 -23%
GIO
400
Galilei Investment Office
United Kingdom
$202K +$202K +4,000 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.