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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
BBA
401
BLB&B Advisors
Pennsylvania
$202K
SNWA
402
Siligmueller & Norvid Wealth Advisors
Illinois
$200K +$200K +3,966 New
FP
403
Financial Perspectives
Minnesota
$199K +$2.48K +49 +1%
AAP
404
Arax Advisory Partners
Colorado
$190K
BTI
405
Blue Trust Inc
Georgia
$177K -$11.1K -219 -6%
AWM
406
Avior Wealth Management
Nebraska
$169K -$25.7K -508 -13%
WTC
407
WhitTier Trust Company
Nevada
$163K
KOCAA
408
Knights of Columbus Asset Advisors
Connecticut
$160K -$1.01K -20 -0.6%
Wells Fargo
409
Wells Fargo
California
$151K +$140K +2,761 +1,146%
MTIC
410
Missouri Trust & Investment Company
Missouri
$151K +$151K +2,990 New
PG
411
Proffitt & Goodson
Tennessee
$144K -$134K -2,649 -48%
PPA
412
Pilgrim Partners Asia
Singapore
$117K +$117K +2,320 New
CFGS
413
Concourse Financial Group Securities
Alabama
$96.9K -$59.5K -1,178 -38%
CAM
414
Creekmur Asset Management
Illinois
$78.1K
WT
415
Washington Trust
Rhode Island
$75.6K +$25.3K +500 +50%
PTC
416
Private Trust Company
Ohio
$65.6K +$11.6K +230 +21%
CFG
417
CKW Financial Group
Hawaii
$65K -$13.2K -262 -17%
MCM
418
MV Capital Management
Maryland
$64.8K -$9.25K -183 -12%
MG
419
Mather Group
Illinois
$61.8K
GWM
420
Geneos Wealth Management
Colorado
$57.7K -$708 -14 -1%
HWA
421
HHM Wealth Advisors
Tennessee
$51.1K
AF
422
Advisornet Financial
Minnesota
$50.4K -$272K -5,380 -84%
WPWM
423
Western Pacific Wealth Management
Illinois
$50.4K
PWA
424
Physician Wealth Advisors
Utah
$50.4K +$50.5K +1,000 New
BWL
425
Bogart Wealth LLC
Virginia
$49.9K

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.