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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
JP Morgan Chase
76
JP Morgan Chase
New York
$6.28M -$154K -3,046 -2%
RSWM
77
Robertson Stephens Wealth Management
California
$6.19M +$420K +8,304 +7%
KC
78
Kintayl Capital
New York
$6.16M +$6.18M +122,200 New
SFG
79
Snider Financial Group
Washington
$6.15M -$132K -2,606 -2%
LWM
80
LongView Wealth Management
Georgia
$5.92M +$75.8K +1,499 +1%
FCIM
81
Fairview Capital Investment Management
California
$5.9M -$505K -10,000 -8%
FIBT
82
First International Bank & Trust
North Dakota
$5.88M -$400K -7,920 -6%
SWG
83
Summit Wealth Group
Vermont
$5.6M +$230K +4,550 +4%
CPIG
84
Chicago Partners Investment Group
Illinois
$5.59M -$192K -3,796 -3%
SRC
85
Shufro Rose & Co
New York
$5.58M +$4.32M +85,452 +340%
CA
86
Capital Advantage
California
$5.53M +$3.47M +68,722 +168%
PFM
87
Phillips Financial Management
Indiana
$5.37M -$378K -7,480 -7%
SFS
88
Sowell Financial Services
Arkansas
$5.18M +$1.03M +20,417 +25%
BFPW
89
BOK Financial Private Wealth
Colorado
$5.07M -$3.8M -75,179 -43%
APIM
90
Agate Pass Investment Management
Washington
$5.05M +$223K +4,414 +5%
EP
91
Essential Planning
New Hampshire
$5.04M +$5.04M +99,727 New
OFP
92
OFC Financial Planning
New Jersey
$4.98M +$4.99M +98,710 New
AWM
93
Avaii Wealth Management
Wisconsin
$4.94M +$715K +14,143 +17%
GA
94
Goldstein Advisors
Wisconsin
$4.87M +$4.88M +96,615 New
IAA
95
Independent Advisor Alliance
North Carolina
$4.79M +$4.8M +94,894 New
RF
96
RHS Financial
California
$4.65M -$381K -7,537 -8%
RFG
97
RFP Financial Group
Georgia
$4.62M +$622K +12,310 +16%
AWMS
98
Advocacy Wealth Management Services
Georgia
$4.61M -$389K -7,703 -8%
Jane Street
99
Jane Street
New York
$4.58M +$1.41M +27,948 +44%
BW
100
Bison Wealth
Georgia
$4.55M +$1.11M +21,925 +32%

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.