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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
FTUS
151
Flow Traders U.S.
New York
$2.35M -$4.52M -89,371 -66%
BCM
152
Brookstone Capital Management
Illinois
$2.32M -$620K -12,277 -21%
MKW
153
Mullaney, Keating & Wright
Connecticut
$2.32M +$649K +12,839 +39%
BWS
154
BCR Wealth Strategies
Alabama
$2.29M -$114K -2,261 -5%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$2.28M -$609K -12,055 -21%
VIM
156
Vista Investment Management
Pennsylvania
$2.21M -$332K -6,568 -13%
WA
157
Wealth Architects
California
$2.18M +$127K +2,516 +6%
SPC
158
Sigma Planning Corp
Michigan
$2.18M -$1.85M -36,642 -46%
HWAM
159
Hennion & Walsh Asset Management
New Jersey
$2.18M -$960 -19 -0%
SSWM
160
Sheets Smith Wealth Management
North Carolina
$2.17M +$64.5K +1,277 +3%
NWMP
161
Noble Wealth Management PBC
Colorado
$2.11M +$2.11M +41,751 New
4WM
162
49 Wealth Management
Texas
$2.08M -$563K -11,140 -21%
TLFA
163
True Link Financial Advisors
California
$2.07M
GWAM
164
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.01M -$71.1K -1,407 -3%
SWM
165
StoneCrest Wealth Management
Arizona
$2.01M +$245K +4,857 +14%
AAS
166
Avantax Advisory Services
Texas
$2M +$507K +10,029 +34%
PS
167
Principal Securities
Iowa
$1.99M +$887K +17,555 +80%
CIAS
168
CFS Investment Advisory Services
New Jersey
$1.94M +$264K +5,228 +16%
CMMS
169
Comprehensive Money Management Services
Florida
$1.9M +$1.91M +37,769 New
IFS
170
Ifrah Financial Services
Arkansas
$1.89M +$21.8K +432 +1%
ZF
171
Zhang Financial
Michigan
$1.89M +$468K +9,267 +33%
MA
172
Mutual Advisors
Nebraska
$1.86M +$244K +4,825 +15%
SCP
173
Seizert Capital Partners
Michigan
$1.83M
GS
174
GWN Securities
Florida
$1.83M +$1.84M +36,344 New
E3F
175
Eight 31 Financial
Texas
$1.82M +$49.2K +974 +3%

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.