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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
AT
426
Avalon Trust
New Mexico
$46.7K
PNC Financial Services Group
427
PNC Financial Services Group
Pennsylvania
$44.9K +$202 +4 +0.5%
SWA
428
SOA Wealth Advisors
New York
$44.2K
CAL
429
Capital Analysts LLC
Pennsylvania
$43K
HC
430
Hoese & Co
Minnesota
$42.9K +$43K +850 New
CP
431
Castleview Partners
Texas
$38.5K -$47.3K -935 -55%
BNP Paribas Financial Markets
432
BNP Paribas Financial Markets
France
$38.5K -$148K -2,937 -79%
SS
433
Sunbelt Securities
Texas
$38.3K
CA
434
CoreCap Advisors
Michigan
$31.7K
CPG
435
Cornerstone Planning Group
New Jersey
$30.6K +$354 +7 +1%
TCM
436
TD Capital Management
Tennessee
$30.5K -$1.06K -21 -3%
FRA
437
Front Row Advisors
California
$27.7K
PFT
438
Providence First Trust
Arizona
$27K +$27K +535 New
RI
439
Ridgewood Investments
New Jersey
$26.4K
AWM
440
AE Wealth Management
Kansas
$23.5K +$23.5K +465 New
CBT
441
Crews Bank & Trust
Florida
$20.4K +$20.4K +404 New
PB
442
Pinnacle Bancorp
Nebraska
$20K
LFA
443
LGT Financial Advisors
Texas
$15.4K -$4.45K -88 -22%
RYIA
444
Roehl & Yi Investment Advisors
Oregon
$14.1K +$715K +14,148 New
CWC
445
Carolinas Wealth Consulting
North Carolina
$13.2K +$51 +1 +0.4%
AW
446
Avion Wealth
Texas
$13K -$2.02K -40 -13%
MHR
447
Matthew Hamilton Rosenberg
$12.7K -$20.2K -399 -61%
CT
448
Clearstead Trust
Maine
$9.99K
CFFP
449
Center for Financial Planning
Michigan
$9.48K
HFS
450
Horizon Financial Services
North Carolina
$6.5K

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.