We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF
ICSH

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: 24 → 27 (+3)

11% more funds holding

Funds holding: 415 → 462 (+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
–

Top Buyers

Rank Fund Capital Flow
1
FDCP
Foster Dykema Cabot & Partners
Massachusetts
+$68M
2
IGGA
Iron Gate Global Advisors
Utah
+$29.3M
3
Bank of America
Bank of America
North Carolina
+$20.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$11.9M
5
AWM
Ariadne Wealth Management
California
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$248M
2
BlackRock
BlackRock
New York
-$131M
3
Cerity Partners
Cerity Partners
New York
-$78.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$45.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$35.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
476
Pinnacle Associates
New York
– -$366K -7,273 Closed
FWA
477
FOCUS Wealth Advisors
Texas
– -$362K -7,137 Closed
GVAG
478
Great Valley Advisor Group
Delaware
– -$261K -5,142 Closed
SI
479
Stephens Inc
Arkansas
– -$201K -3,961 Closed
NS
480
NBC Securities
Alabama
– -$27K -550 Closed
OC
481
Oarsman Capital
Wisconsin
– -$6.34K -125 Closed
FIA
482
FPC Investment Advisory
California
– -$3.03K -60 Closed
EB
483
Eastern Bank
Massachusetts
– -$2.28K -45 Closed
BHWM
484
Beaird Harris Wealth Management
Texas
– -$40 -1 Closed
16 17 18 19
20

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.