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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
CSP
26
Cary Street Partners
Virginia
$20.4M +$20.4M +404,170 New
RBC
27
Roble Belko & Company
Pennsylvania
$20.4M +$730K +14,451 +4%
AIA
28
Acute Investment Advisory
Arizona
$19.5M -$16.9M -334,763 -46%
T
29
Transce3nd
Texas
$16.9M +$16.9M +334,546 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$16.7M -$141K -2,781 -0.8%
S
31
SignatureFD
Georgia
$15.9M +$1.23M +24,350 +8%
AC
32
Avestar Capital
New York
$15.9M -$1.56M -30,890 -9%
SHGA
33
Sand Hill Global Advisors
California
$15.3M -$1.82M -36,062 -11%
SC
34
Slow Capital
California
$15M +$8.35M +165,159 +124%
GSIS
35
Global Strategic Investment Solutions
Arizona
$14.5M -$8.98M -177,738 -38%
SQA
36
Simon Quick Advisors
New Jersey
$14.5M +$253 +5 +0%
VBFP
37
Valtinson Bruner Financial Planning
Minnesota
$14.1M +$3.17M +62,762 +29%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$12.7M -$271K -5,370 -2%
Stifel Financial
39
Stifel Financial
Missouri
$12.7M +$2.32M +45,919 +22%
AWM
40
Ariadne Wealth Management
California
$12.6M +$10.2M +201,188 +422%
PAG
41
Private Advisor Group
New Jersey
$12.4M -$302K -5,977 -2%
Morgan Stanley
42
Morgan Stanley
New York
$11.8M +$7.2M +142,423 +157%
GMA
43
Glassy Mountain Advisors
Maryland
$11.5M -$601K -11,886 -5%
SC
44
Savant Capital
Illinois
$11.3M -$934K -18,475 -8%
EIA
45
Edgemoor Investment Advisors
Maryland
$11.2M +$776K +15,353 +7%
SCM
46
Steele Capital Management
Iowa
$11.2M +$3.32M +65,596 +42%
AI
47
Atria Investments
North Carolina
$11.2M +$2.42M +47,881 +27%
JWCA
48
J.W. Cole Advisors
Florida
$11.1M +$2.09M +41,340 +23%
BF
49
BOK Financial
Oklahoma
$10.7M +$2.42M +47,850 +29%
RCA
50
Resonant Capital Advisors
Wisconsin
$10.5M +$374K +7,391 +4%

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.