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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
KAS
101
Kestra Advisory Services
Texas
$4.44M +$2.75M +54,439 +162%
SW
102
SVB Wealth
Massachusetts
$4.43M +$4.44M +87,892 New
HighTower Advisors
103
HighTower Advisors
Illinois
$4.42M +$347K +6,857 +8%
FHA
104
Flagship Harbor Advisors
Massachusetts
$4.37M +$1.71M +33,742 +64%
SF
105
Synovus Financial
Georgia
$4.31M -$5.2M -102,816 -55%
WWS
106
Wellington Wealth Strategies
Indiana
$4.27M -$1.24M -24,631 -23%
WCM
107
WealthBridge Capital Management
Ohio
$4.18M +$220K +4,349 +6%
GGS
108
Galvin Gaustad & Stein
Arizona
$4.11M +$3.02M +59,708 +274%
WA
109
Waverly Advisors
Alabama
$3.99M -$473K -9,360 -11%
SPIA
110
Steward Partners Investment Advisory
New York
$3.98M +$715K +14,147 +22%
ASN
111
Advisory Services Network
Georgia
$3.95M +$2.13M +42,230 +117%
PCIA
112
Prime Capital Investment Advisors
Kansas
$3.91M -$262K -5,183 -6%
KWM
113
Kingsview Wealth Management
Oregon
$3.9M +$2.19M +43,381 +128%
HB
114
HTLF Bank
Colorado
$3.86M -$204K -4,028 -5%
FGC
115
Financial Gravity Companies
Texas
$3.86M +$251K +4,973 +7%
CPWA
116
Cerro Pacific Wealth Advisors
California
$3.83M +$1.26M +24,853 +49%
PGAM
117
Princeton Global Asset Management
New Jersey
$3.77M +$6.12K +121 +0.2%
TWP
118
Tempus Wealth Planning
California
$3.75M -$1.19M -23,622 -24%
HCM
119
Howland Capital Management
Massachusetts
$3.67M -$744K -14,730 -17%
Financial Engines Advisors
120
Financial Engines Advisors
California
$3.65M -$69.1K -1,367 -2%
VCM
121
Virtue Capital Management
Tennessee
$3.64M -$73.9K -1,462 -2%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$3.62M +$40.2K +795 +1%
AAS
123
Ameritas Advisory Services
Nebraska
$3.48M +$291K +5,765 +9%
WWM
124
WJ Wealth Management
Arizona
$3.33M +$3.34M +66,077 New
AWE
125
Avidian Wealth Enterprises
Texas
$3.29M +$1.48M +29,351 +82%

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.