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iShares Ultra Short Duration Bond Active ETF
ICSH

396 hedge funds and large institutions have $3.35B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 140 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.34% less ownership

Funds ownership: 64.28% → 60.94% (-3.3%)

4% less funds holding

Funds holding: 413 → 396 (-17)

7% less capital invested

Capital invested by funds: $3.6B → $3.35B (-$249M)

17% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 169

17% less funds holding in top 10

Funds holding in top 10: 29 → 24 (-5)

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

Holders
396
Holders Change
-17
Holders Change %
-4.12%
% of All Funds
5.72%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.35%
New
33
Increased
140
Reduced
169
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Gratus Capital
Georgia
+$17.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.9M
3
Bank of America
Bank of America
North Carolina
+$11.6M
4
Morgan Stanley
Morgan Stanley
New York
+$11.6M
5
CA
Capital Advantage
California
+$7.7M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$60.2M
2
UBS Group
UBS Group
Switzerland
-$40.4M
3
CCA
Clearwater Capital Advisors
Illinois
-$39.5M
4
BlackRock
BlackRock
New York
-$26.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
126
Vista Investment Management
Pennsylvania
$2.62M -$608K -12,061 -19%
TYCC
127
Texas Yale Capital Corp
Florida
$2.6M – – –
PWA
128
Peterson Wealth Advisors
Utah
$2.57M +$353K +6,994 +16%
CWM
129
Cahaba Wealth Management
Georgia
$2.54M +$33.7K +668 +1%
HWAM
130
Hennion & Walsh Asset Management
New Jersey
$2.54M +$9.53K +189 +0.4%
ZIM
131
Zacks Investment Management
Illinois
$2.53M -$56.1K -1,113 -2%
Creative Planning
132
Creative Planning
Kansas
$2.51M -$84.6K -1,678 -3%
CPWA
133
Cerro Pacific Wealth Advisors
California
$2.47M +$2.46M +48,795 New
BWS
134
BCR Wealth Strategies
Alabama
$2.41M -$712K -14,123 -23%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$2.4M -$678K -13,439 -22%
SRWM
136
Shira Ridge Wealth Management
California
$2.34M +$1.92K +38 +0.1%
AWM
137
Ariadne Wealth Management
California
$2.32M +$2.32M +45,904 New
SSWM
138
Sheets Smith Wealth Management
North Carolina
$2.17M +$157K +3,116 +8%
RIA
139
Realta Investment Advisors
Delaware
$2.16M +$88.7K +1,758 +4%
WWM
140
WT Wealth Management
Arizona
$2.11M -$396K -7,851 -16%
TLFA
141
True Link Financial Advisors
California
$2.07M – – –
GWAM
142
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.06M -$7.31K -145 -0.4%
ISWM
143
Independent Solutions Wealth Management
New York
$2.06M -$43.5K -863 -2%
CPP
144
Capasso Planning Partners
South Carolina
$2.03M – – –
RIA
145
Regal Investment Advisors
Michigan
$2.01M -$1.31M -25,895 -39%
CTA
146
Chesley Taft & Associates
Illinois
$2M -$45.3K -898 -2%
WA
147
Wealth Architects
California
$1.97M -$5.14K -102 -0.3%
PSA
148
Plum Street Advisors
Louisiana
$1.96M -$596K -11,827 -23%
IIA
149
Integral Investment Advisors
California
$1.96M +$379K +7,521 +24%
Betterment LLC
150
Betterment LLC
New York
$1.9M -$11.1K -221 -0.6%
4 5
6
7 8

ICSH Hedge Fund Activity: Q2 2024 in Review

396 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q2 2024, worth a combined $3.35B — down 6.9% from $3.6B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ICSH and 33 opened new positions — a net loss of 11 holders — while 169 trimmed existing stakes and 140 added.

The largest buyer was Gratus Capital, adding an estimated $17.3M. The largest seller was Royal Bank of Canada, cutting an estimated $60.2M.

  • 396 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q2 2024, down from 413 in Q1 2024.
  • Funds reported $3.35B of iShares Ultra Short Duration Bond Active ETF stock for Q2 2024, down 6.9% quarter-over-quarter.
  • 33 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q2 2024 and 44 closed out, a net change of -11 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q2 2024 was Gratus Capital, an estimated $17.3M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $60.2M sold.

Based on aggregated 13F filings for Q2 2024.