We are live on ! Find out more
ICSH icon

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
FFWM
451
Future Financial Wealth Management
Ohio
$6.05K
TCG
452
Transcendent Capital Group
Oklahoma
$5.8K -$9.09M -179,877 -100%
BWM
453
Bernard Wealth Management
Michigan
$4.54K +$4.55K +90 New
MWA
454
Medallion Wealth Advisors
Connecticut
$3.54K +$3.54K +70 New
SAM
455
Synergy Asset Management
Washington
$2.94K +$2.93K +58 New
FDW
456
Fourth Dimension Wealth
Ohio
$2.65K +$2.68K +53 New
BAM
457
Bellevue Asset Management
Washington
$1.79K +$51 +1 +3%
SIS
458
Sound Income Strategies
Florida
$1.61K +$1.62K +32 New
CTA
459
Colonial Trust Advisors
South Carolina
$1.31K
SIM
460
Synergy Investment Management
Florida
$1.01K +$1.01K +20 New
EWA
461
EverSource Wealth Advisors
Alabama
$101 +$101 +2 New
MLA
462
MB, Levis & Associates
Pennsylvania
$88
Susquehanna International Group
463
Susquehanna International Group
Pennsylvania
-$13.8M -271,003 Closed
National Bank of Canada
464
National Bank of Canada
Quebec, Canada
-$9.11M -179,458 Closed
CSPIA
465
Cary Street Partners Investment Advisory
Virginia
-$7.21M -142,163 Closed
Prudential Financial
466
Prudential Financial
New Jersey
-$4.96M -97,677 Closed
RW
467
RVW Wealth
California
-$4.8M -94,533 Closed
CPP
468
Capasso Planning Partners
South Carolina
-$1.45M -28,514 Closed
TSS
469
Two Sigma Securities
New York
-$864K -17,028 Closed
SRWM
470
Shira Ridge Wealth Management
California
-$825K -16,269 Closed
OIA
471
OneDigital Investment Advisors
Kansas
-$784K -15,453 Closed
SI
472
Seeds Investor
New York
-$557K -10,980 Closed
TI
473
TrueMark Investments
Illinois
-$431K -8,497 Closed
TCMP
474
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$412K -8,122 Closed
RPSA
475
Richard P. Slaughter Associates
Texas
-$411K -8,097 Closed

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.